It’s not luck, it’s good planning.
Settling into 2022 has not been easy. Between rising costs (yes, inflation is still here), the unknown market and long-term impact of Putin’s invasion of Ukraine, and an approaching tax filing deadline — there’s a lot to take in. These times can feel unsettling because a great deal is out of our control. What can be helpful is to focus on what you can control. Most of us have control over our daily spending, helping loved ones in need, or exercising. These small but important choices can help us feel a little more grounded during times of uncertainty.
When it comes to your finances, celebrating the luck of the Irish is fine but relying on luck is not. Most of us won’t get lucky and win the lottery or hit it big with Crypto. Still, we can take steps to improve our ‘opportunity’ luck. Part of following a financial plan is learning to make the best choices you can with all the available knowledge and resources at your disposal. To add to this knowledge we are highlighting dollar-cost averaging as a noteworthy investment strategy over on the blog. We also fill you in on changes to Medicare premiums this year. We hope you find the information helpful and feel free to share it with family and friends.
As always, if you would like to talk with us please feel free to book an appointment. We are here to help.