It's Spring time and you know what that means...
Dan Witzke
Helping Advisors Turn Confusion into Clarity | Unlocking the Strategy to Win??
We have just come off a long Winter and it looks like we are finally in for some real Spring weather (if you ignore the ice rain of the last two days)...
So what does that mean? It’s Spring cleaning time!
I was going through some old things and I came across some “devil” or “flower” sticks. Talk about an all time find. If you grew up in the 90’s, you know this is a big deal. That being said, not every find is a gem like this (unless of course you find a tube of pogs, also legendary).
For the most part, it’s the time of year that everyone goes through garages and closets to purge the things that just collect dust. You use this time to reassess the things you have and decide if they still fit your current living situation.
This is also a great time of year for a financial Spring cleaning and reassessment. RRSP season has come and gone and we haven’t yet hit the full swing of the Summer, so there is no better time to take a snapshot of your situation and ask a few self-reflecting questions:
Life has a funny way of constantly changing, sometimes for the better, other times not. Regardless of the change, what you need to do is determine?how?these changes affect your plan.
Sometimes this will result in a few minor tweaks, while other times you will need to have a complete overhaul. Either way, you’ll want to re-focus and realign your plan with your current goals.
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“If you do not change direction, you may end up where you are heading” – Lao Tzu
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So take the time now to ensure your financial & insurance blueprint is up to date with your current goals and priorities…because once the Summer rush kicks in, you’ll be happy you did : )
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Dan Witzke
519-573-3981