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It Is Back-To-School Time For Your Retirement


August 10, 2020

It is August, and that means it is back-to-school time.  But back-to-school time is not just for kids in school anymore.  With so many changes in the financial and economic arena each and every year, in order to keep your retirement plan updated and accurate at all times, you simply have to make sure you go ‘back to school’ to stay educated and informed.  So it is back-to-school time for your retirement plan.  


Summertime is usually considered break time for most students.  Obviously, due to the pandemic, this year has been different, with kids getting out of school early and many people being off work or working from home.  But this has given people and families the opportunity to spend more time together to do some activities and take some road trips.  During this time period, it is very easy to get behind and forget about your retirement plan for a while.  However, as you know, time does not stop and changes in the financial and economic arena happen all the time.  


Every year there are tax law changes, interest rate changes, changes in the economy, and changes in the financial markets.  With that being said, retirement planning never ends.  In fact, there have been many changes this year in rules, laws, taxes and regulations.  You need to be knowledgeable about all these changes, so you can make the proper, strategic adjustments to your retirement plan every year to keep your planning up to date, accurate and in line with your specific goals, objectives, and desires. 


So, back to school is not just for kids anymore because it is back-to-school time for your retirement plan, especially this year.  If you have any questions or would like to find out more about the many changes so far for 2020 and how to adapt to them, as well learn about some of the fast-approaching retirement-planning deadlines for this year, you can obtain this information by contacting us at Heritage Solutions Group at 801-727-8780.

Investment Advisory Services offered through Brookstone Capital Management LLC, a Registered Investment Advisor. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided by third parties for informational purposes only and is not a solicitation to buy or sell any products mentioned.

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Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor.  Heritage Solutions Group and BCM are independent of each other.