Quarter 1 Update: Financial Planning
Hello and welcome to the beginning of your 2022 financial planning experience! We hope you have had a great start to your year so far and enjoyed time with friends and family around the holidays. This quarter, our theme is focused on goal planning and general financial planning.
This quarter, we are focused on a few key topics we think are relevant. These are: 2022 Tax changes, revisiting the 60/40 portfolio, calculating and recommended the right savings habits, and understanding the planning fallacy. Please schedule time with on any of these topics. As always, you can use this platform to schedule time on anything related to your financial planning, not just these topics.
Look forward to connecting soon,
Jane Doe
Quarterly Conversations
I’d Like to Review & Discuss
Learn Me
Fresh Start
Our Learn Me video this quarter focuses on the fresh start effect. A “fresh start” is a moment you choose, a temporal landmark, that you see as a meaningful transition to a new time period. Research shows that people are more likely to start new behaviors when they feel they have a fresh beginning.
Catch Me Up
Investment Planning in the News
These timely articles discuss different aspects of navigating financial planning. Click any title to open and read the full article.
IRS tax Inflation Adjustments for 2022
via IRS
2022 Market Outlook Highlights
via Blackrock
Curious about identify theft insurance?
via Nerdwallet
Looking for a higher yielding savings account?
via Deposit Accounts
Send Me
The Book of the Quarter
Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business—and which any person or organization can adopt to help achieve their goals.
Mindset Me
Why the secret to success is setting the right goals
Our leaders and institutions are failing us, but it's not always because they're bad or unethical, says venture capitalist John Doerr -- often, it's simply because they're leading us toward the wrong objectives. In this practical talk, Doerr shows us how we can get back on track with "Objectives and Key Results," or OKRs -- a goal-setting system that's been employed by the likes of Google, Intel and Bono to set and execute on audacious goals. Learn more about how setting the right goals can mean the difference between success and failure -- and how we can use OKRs to hold our leaders and ourselves accountable.
