What Will Your 2021 Be ‘About?’

We believe COVID will wage war on household finances and the economy for years. As a result, you require a battle plan, an open forum for discussion where this is no judgment, only clarification. Our mission is to help you prepare for the war ahead. Candid Coffee is one of the ways for us to tap the hearth of your finances.

Our Next Candid Coffee Is Coming Soon!

On Saturday morning, January 16th, Danny Ratliff, CFP, and I will be hosting a Candid Coffee Financial Boot Camp where we will share basic, simple tenets compiled over twenty years from our most financially fit clients and mentors.

These rules are simple but not easy to follow. We will cover the financial guardrails that need to be forged around your household balance sheets in 2021 and beyond. My hope is for you to share these rules with your children and grandchildren. You’ll be able to sign up soon and send us your questions. 

Also, recent studies outline how U.S. households will look to bolster their finances in 2021. Perhaps we’ve finally learned as a society how economic crises rarely arise as falsely and irresponsibly claimed by the financial industry. After all, how many outliers do you require to be financially devastated? Only one

Finally, as we wave good riddance to 2020, I’ll leave you with this thought for 2021. I am overwhelmed by gratitude this year and plan to carry it forward.

Perhaps a radical acquiescence of suffering and all that is “meant to be” is truly the Holy Grail of happiness. To fight ‘Amor Fati‘ is to burn inside. Wedged within the hot space between where we wish things were in a place of gratitude for how things are, festers debilitating friction. Ironically, to fight, to wish things were different, is to fall victim to despondency and self-pity. 

I wish all readers a prosperous and healthy New Year.

I am grateful to you.

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Disclosure: Real Investment Advice is powered by RIA Advisors, an investment advisory firm located in Houston, Texas with more than $800 million under management. As a team of certified and ...

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