Need a Virtual Retirement Checkup?
With the emergence of COVID-19, the old ways of doing business have been sidelined for the next few months until the world can readjust to whatever the “new normal” might be. Maybe you are FaceTiming your grandkids or maybe you have had a telemedicine appointment with your doctor. Hopefully you haven’t had to make a virtual appointment to schedule a drive-through COVID-19 test.
If you happen to be bored at home during this time and are caught up on Netflix, completed all the puzzles in the old game and toy cabinet, or even busted out the sewing machine and made face masks out of all the clothes in the donation pile, Diamond Retirement Strategies has a few suggestions regarding what to do next.
Now is the perfect time to organize the pile of financial papers stacked up in your office. You know, the pile that you say you will always sort, file and shred when you have more time? Well my friends, the time has come!
After you get organized and find the latest statements, we would love to do a retirement review with you to make sure your current income strategy still meets your goals for the future. There is nothing like a pandemic to make people stop and assess their priorities. Maybe you feel like you need to earmark more money for healthcare needs in the future. Maybe a yearly cruise isn’t so appealing any more, and you would prefer to use your funds for an RV and start doing road trips instead. Maybe you want to arrange your life so you can spend more time with your family and playing golf.
Whatever your income goals are, we can help you make a plan. And, we can do it all virtually….so you can stay safe and never leave the comfort of your own home. All you need to do is brew a cup of coffee or tea, gather your documents, get comfortable and let’s start a virtual conversation about your retirement income strategy.
We are here for you. Call us today to schedule your virtual retirement strategy planning appointment!
Michele Diamond
Diamond Retirement Strategies
480-636-7735
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.
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This year has been a rollercoaster ride. COVID has dominated the headlines and impacted every aspect of our lives. It has shut down businesses, schools, and workplaces. It’s changed the way we interact and socialize. And of course, it has deeply impacted the economy and the financial markets.
The recovery in the financial markets hit some turbulence in October, as investors wrestled with anxiety about increasing COVID cases. However, a surge in gross domestic product (GDP) in the third quarter may signal that the economy is on the rebound.
Monsters are Lurking in Your Portfolio
covid economic update
Is the pandemic teaching us a lesson about retirement?
The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new single-day COVID-19 records 11 times between June 17 and July 16. Dr. Anthony Fauci predicts the country will soon top over 100,000 new cases each day. 1 COVID-related deaths are also increasing in some states. Florida set its single day record for COVID deaths on July 16, with 156. Nine other states also set single-day death records the same week. 1 The resurgence in coronavirus cases has led some states to enact new measures. More than half of all states now have some kind of mask mandate. California has even rolled back its reopening, closing bars, indoor dining, gyms, and more. 2 What does this mean for the economic recovery? And what does it mean for your financial future? It’s impossible to predict what will happen in the short-term, but knowing where things stand today may help you make important decisions with your strategy.
Election Year, Coronavirus, Stock Market Turbulence