The Nest Egg Newsletter: January 2022

Why You Need an Evolving Financial Plan 

Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan.

Here is a look at the situations that may call for revisiting financial goals and steps to consider to adjust your long-term plan.

Also in this newsletter…

  • Meet the dogs of H&G
  • Q&A regarding RMD’s — and what changes in 2022
  • Photos of Brian’s Pie-in-the-Face (thanks to all who supported our food drive!) Watch FB video here.

Did you know…

  • We have a few calendars left for 2022, stop by and pick one up! Or email if you live out of town.

January 2022 Nest Egg Volume 20, Issue 1

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