If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us—wake up calls about how we spend our time and, as an extension, our money—can and should trigger reevaluation of our plans for the future.

And although the exact nature of any pandemic-related changes to a financial plan will look different for everyone, a few common themes have surfaced over the last year and a half that are worth discussing with your advisor: > SEE MORE

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Waypoint Wealth Management