Financial and retirement planning guidance from Chris Patterson of Patterson Financial. Serving Florida's First Coast.
Beginning of the Year Planning Items for 2021
The new year means it’s time to start laying out plans and goals for 2021. Let us help you with the financial side of those resolutions by highlighting six planning items to review over the next 12 months.
A sound financial plan will generate income throughout your retirement. However, if your portfolio is solely linked to the stock market, you could find yourself without a paycheck during a market correction. Develop a volatility buffer that will protect your income needs.
Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.