Broker Check
Monthly Video Update - January 2021

Monthly Video Update - January 2021

| January 01, 2021
Share |

Happy New Year! Welcome 2021!

This past year was quite challenging for many people. Parents becoming teachers, changing life plans, quarantine struggles, and financial difficulties, we were all in this year together in our own personal struggles of varying degrees. We made it through 2020 and are walking into 2021 with a new outlook on life that we may not have had before.

Financial plans may have changed this year due to re-evaluating the financial goals of your life. That RV you wanted to buy may not be the best decision for you right now. We can help you determine these big purchases and life changes. Some changes may also impact other avenues of life that involve your CPA or Attorney. We love working with your CPAs and Attorneys to make sure you get a comprehensive financial plan for your future goals. Feel free to connect us with them so we can all work together towards your best financial future.

Additionally, with a new administration change, this may also impact you personally. It is important to know the new laws and legislation that will impact your life that comes with the turnover of a new President into office.

And from all of us at Bair Financial Planning, Happy New Year! We wish you health, happiness, and positivity in 2021.

As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away.

Marci: 619-546-6160 marci@bairfinancialplanning.com

Victor: 619-546-6165 victor@bairfinancialplanning.com

Colleen (Client Services Associate): 619-546-6147 colleen@bairfinancialplanning.com

Share |