lessons from 2020

Allocation is important
Emergency fund need to be emphasized.
We must be able to adapt to varying conditions and financial environments.
People care
Opportunities always exist
Account balance only really matters when (or close to when) you need to use that money
Your financial plan includes more than your retirement plan balances
We need to love each other and take care of each other
Life can change in an instant
The government can try but they can’t solve problems
Health is precious
Time with family is a blessing
People will argue no matter what
Technology is amazing
Anyone can become an expert an anything simply by watching 2 YouTube videos
Social media makes it way too easy for strangers to argue
It is important to respect and try to understand the points of view of others
Don’t let anything get in the way of what is really important to you
Mindsets are crucial
Podcasting is awesome!

To schedule your 30 minute consultation please go to www.calendly.com/davidpf or email david@parallelfinancial.com

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Here is a list of our top TWENTY lessons of 2020:

Top 20 lessons from 2020

Allocation is important
Emergency fund need to be emphasized.
We must be able to adapt to varying conditions and financial environments.
People care
Opportunities always exist
Account balance only really matters when (or close to when) you need to use that money
Your financial plan includes more than your retirement plan balances
We need to love each other and take care of each other