The pandemic and its impact has created a lot of unexpected events, changed the markets and caused each of us to adapt. Now is a good time to review how your needs may have already changed, or how you now understand they may change in the future. To get started, ask yourself if your goals remain the same and then outline where you are today. Depending on your life stage and goals, you may need to account for additional risks you hadn’t factored in before. Call us if you’d like help in deciding what you need to do to prepare for the future. We’re always here to help.
Taking the first step to protect yourself
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.