Brian Walsh - Financial Advisor

The 2020 tax deadline was pushed to May 17th. Now is a great time to make sure you have your financial information in place to make the most out of tax season. Message me with any questions or set up a virtual meeting.

The Covid-19 pandemic continues to underscore the importance of financial planning. I outlined why having a three-bucket strategy to weather short-term market volatility could be one of the most valuable lessons for investors moving forward.

Read more about this approach in The Wall Street Journal: https://www.wsj.com/articles/15-personal-finance-lessons-we-can-all-learn-from-the-year-of-covid-19-11611493201

The Wall Street Journal

15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19 Among them: You really do have to plan for emergencies, and your personal-finance decisions don’t exist in a vacuum.

If you suddenly found yourself out of work due to COVID-19, now is the best time to work with a Financial Planner to assess your retirement readiness. Check out my latest thoughts below.

Unemployment for Older Workers Surges During Pandemic The pandemic has hit older workers especially hard. Ways to prepare, plus strategies older workers can consider to stay afloat if they lose their job.