Happy New Year! I’m sure many of you have already mistakenly put ‘18’ for the date a couple of times, still adjusting to our new timeframe.
With the new calendar comes both reflection on the past and excitement for the future. In our line of work, that includes seeing many pundits portray a myriad of forecasts both high and low while anchoring to perceived doom and gloom of the end of 2018.
Additionally, the new year brings resolutions – whether it be to eat healthier, exercise more, pick up a new hobby or make smarter financial decisions. While we always encourage our clients and friends to save as much as possible, triggering drastic changes to a portfolio or plan simply because the planet is a year older is never a good idea.
We develop and tailor each plan to succeed and provide for what is needed, whether that be in the new year ahead or when we all ring in 2040. From all of us at Mission Point, we hope 2019 brings happiness and health to you and your family. Enjoy our monthly newsletter which explores the critical importance of setting up a will, key retirement and tax tips and much more!