Goals Gut Check

From the TGIF 2 Minutes Archives earlier this year PRE-coronavirus…

Earlier this year in February things were GOOD! The economy was cranking, unemployment was low, wages were up, and it was a somewhat perfect time of the year to set goals. Think: it was pre-tax filing time and after the holidays.

Fast forward to today… the world has changed. Our savings have been tapped in the pandemic — and new savings and other goals need to be reset! While the kids may now be going back to school (followed by maybe not??) using this precious time to set just a handful of goals can pay off toward achieving those goals.

silver and gold coins
Give yourself a “Goals Gut Check” with this precious time before things potentially go a little haywire.

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Achieving Financial Goals

At February 21st, while the year is still young… the time is perfect for reviewing or setting goals for this year and the years and months to come. No pressure. The holidays are in the past and the deadline for filing 2019 taxes is still a bit in the distance – for now!

At this somewhat perfect time of the year, goal setting can pay off in a big way toward achieving those goals. Often goal setting is difficult to start with a blank sheet of paper so here are a few tidbits to create momentum:

green palm trees and white gazebo
Setting financial goals is difficult, so start by thinking in terms of categories: Work, Fun, Family.

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Caring for Aging Parents – Part 2

Part 2 in a 3-part series. Excerpts from the archives of January 2017:

In a previous edition of TGIF 2 Minutes I reviewed the topic of “Caring for Aging Parents.” The subject remains a big, big topic of conversation with friends and clients. PLUS, as people experience caring for a parent they suddenly say: How much do I need to be concerned about planning for MY OWN Long-Term Care down the line?!  

person holding medical walker beside white hospital bed
Photo by rawpixel.com on Pexels.com

Definitely a smart question and hence the “Part 2.” The costs of Long-Term Care are staggering, and the emotions can be too. Let’s take a brief look at recent news on costs. Continue reading “Caring for Aging Parents – Part 2”