We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021 with full faces and full hearts. 

The last year-and-a-half has tested us on so many levels. Fortunately, we can begin to discuss this in past tense, and I couldn’t be happier. I only hope that the perspectives that we gained through the pandemic will stay with us and guide us to a healthier future. 

One of the fascinating results of the pandemic is the heated real estate market. As people were forced to stay home, the house began to take on a new look to many, prompting a lot of folks to either update the house or move altogether. With extremely low interest rates on mortgages, we have a very unique housing market now. Please check out the cautionary tale in our article here titled, House Fever. We’ve all felt it at one time or another, but I hope it doesn’t cause any long-term ill effects. 

Another post-pandemic trend is that of people reconsidering work. Whether you’re retirement age now or still a few years off yet, having had some time away from the office and a renewed sense of what’s important, many people are deciding if it’s time to retire or find another career path to pursue. Check out Choice Challenge and consider what it means to have these decisions to make. It’s wonderful to have options but it’s also a burden in some ways.

As you’re likely aware, the stock market held up extraordinarily well over the past year. From last March’s quick and steep decline, we’ve since seen stock values soar. And while some suggest we’re heading into a bubble, the data doesn’t seem to suggest this, at least not in most asset classes. If you’d like to discuss this and how stock prices may affect your retirement planning, feel free to reach out to us. As always, having proper long-term planning in place allows you to prosper during any market cycle, whether up or down. So, let’s ensure your planning is fine-tuned to your unique needs and desires.

The big pieces; family, friends, faith, work, home, and money have all been tested this past year. And while I wouldn’t wish a global pandemic on anyone, the lessons learned and priorities that have been reshaped may benefit us for many years to come. 

I’ve said it before, and I’ll say it again. We’re so incredibly grateful for the relationship we have with you. The opportunity to assist you in your retirement planning is an honor and we take the responsibility very seriously. If there’s anything we can do to assist you further, please let us know. We’re very excited for what’s to come and we look forward to seeing you – and your entire face – very soon. 

Team Spotlight: Jacque Hayes

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Fun Facts About Jacque: Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers…

Back to the Basics: The Choice Challenge In Retirement

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The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d…

Briefcase Study: House Fever

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Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’.…