Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Closing Time for 2020
There are investing, tax planning, and retirement planning opportunities to be had before year-end.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.
Experience Your Spending
Use money as a tool, over time you’ve viewed as the sum of their experiences.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Ten Years Gone: People Evolve, Plans Should Too.
A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.
