I Am Planning.... To Be Surprised
Submitted by Alloy Silverstein Financial Services, Inc. on July 1st, 2020It has been comforting to me, and I think to our clients, that during the Coronavirus crisis the Retirement and Financial Plans we worked on in prior months and years showed what their real financial position is instead of focusing on only short-term market moves. However, even well-conceived plans encounter challenges when circumstances change in an unexpected way.