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2020 Mid-Year Review – Six Months of Craziness


July 13, 2020


The year 2020 is half over, and what a year it has been so far!  I think it is safe to say that it has been six months of craziness with the changing economic conditions and all of the retirement rule and law changes that have occurred.  So what has happened so far this year, and how do you adapt properly and take advantage to improve your retirement plan for the rest of the year? 


2020 has been one of the craziest times periods I have ever seen.  Obviously, it has been a historic year so far regarding the pandemic and all that has happened in our country and all over the world.  These events have caused a complete disruption of everyone’s professional and personal lives.  And of course, these events have caused many financial changes, which can and will have major effects on most pre-retirees and retirees.   


So since we are at the midpoint of 2020, we thought it would be a great time to review all of the financial and retirement planning changes that have occurred so far this year, get you ready, and help you adapt properly for the rest of the year.  Many of these changes will have major effects on almost all pre-retirees and retirees.  These rule and law changes will require you to make some changes and adjustments.  But they also can provide you with some very unique and timely planning opportunities for the future.


If you have any questions or would like to learn more about all of the major rule and law changes that you need to know about, as well as obtain more information about some planning opportunities that could possibly improve your retirement plan going forward, please contact us at Heritage Solutions Group by calling 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.