Changing Economy and Your Goals
Changing economy and Your Goals
The COVID pandemic changed the way Canadians see travel, work, and play. As our priorities shifted, so have our dreams.
But how can you be sure that your old investment plan will work for your new “bucket list?”
I’m Derek Cooper, Senior Investment Advisor with TD Wealth Private Investment Advice here in Kingston.
And I want to remind you that, while our priorities change, the basic tools to achieve them do not.
The first step is to review your life goals.
Think about short-term aims, like that spring break vacation just around the corner.
But remember your long-term ones, like retiring somewhere warm.
Here are four simple questions to help you evaluate your goals:
1. How important is this idea to me?
2. What is my time horizon?
3. How much money do I need to achieve it?
4. Are there obstacles in my way?
By asking yourself these four questions and sharing your reflections with your financial advisor, you can make your dreams come alive.
Call me at 613-549-9008 and we can talk about making your bucket list a reality.
The COVID pandemic changed the way Canadians see travel, work, and play. As our priorities shifted, so have our dreams.
But how can you be sure that your old investment plan will work for your new “bucket list?”
I’m Derek Cooper, Senior Investment Advisor with TD Wealth Private Investment Advice here in Kingston.
And I want to remind you that, while our priorities change, the basic tools to achieve them do not.
The first step is to review your life goals.
Think about short-term aims, like that spring break vacation just around the corner.
But remember your long-term ones, like retiring somewhere warm.
Here are four simple questions to help you evaluate your goals:
1. How important is this idea to me?
2. What is my time horizon?
3. How much money do I need to achieve it?
4. Are there obstacles in my way?
By asking yourself these four questions and sharing your reflections with your financial advisor, you can make your dreams come alive.
Call me at 613-549-9008 and we can talk about making your bucket list a reality.