At the time of this writing, it is November 2nd and I don’t know who won the election. Are you happy or sad? Whichever you are, get over it and plan for your future. Let’s take a look at the likely policies that will be followed depending on who is in charge.
When preparing a financial plan for any client, one of our primary goals is to have enough income sources, even if there is a periodic disruption in the investment portfolio. Some fortunate clients have a pension, social security, annuities, bond interest, and/or dividends that will cover their needs.
- Getting Ready to Retire?
- Looking for a Better Match with a Financial Advisor Who Will Meet Your Needs?
- Beginning to Build Your Investment Portfolio?
You should make sure you know the answers to these questions before you take the next step.