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Looking Back and Looking Forward

//Looking Back and Looking Forward

As we approach the end of the year, it is a time when many reflect over the past 12 months and plan for the next. Hopefully, most of you navigated safely through the pandemic and there appears to be some hopeful developments with regards to vaccines.

It is a time when we transition away from the colorful leaves and begin to nestle down to lower temperatures and shorter days, when we lay the groundwork for a new year. We should remember that on the first day of Winter, the days actually begin to grow longer with the hope and anticipation of Spring.  There is a sign on an Ice Cream stand not far from my home that has a count-down sign to Spring and their opening. A nice sign of hope.

Of course, it is also a time to get some financial matters set for next year. If you have a Flexible Benefits plan, it is time to adjust it for next year, as well as all of your employee benefits.  It is also a good time to review other financial goals as retirement savings and college planning.

I like to build a reading list of the books I hope to read in the coming year. Think about sharing your list with others. It can be a fun and interesting experience. I would be glad to share mine if you are interested – send me an email and let me know.

Each person begins this Season differently. At this time many make donations to organizations that rely heavily on people’s generosity.  This year in particular so many are in need, from food pantries, the arts community, social services and non-profit organizations to name a few. Helping others can create a good feeling.  We at Marathon support several charities, view the list on our website (click here). With respect for others and in a spirit of helping, please join us if you can, by performing some act of kindness.  And, as the new year approaches, remain optimistic for a wonderful 2021.

With heartfelt warmth from Marathon Financial Advisors, Happy Holidays to you all!