139th News

Coping with Financial Issues of COVID-19 - Part 38

  • Published
  • By Randy Gerard, Personal Financial Counselor

Greetings everyone! I hope this finds you and all in your circle safe, healthy and eager for Christmas (whatever shape that takes this year!). The briefing for December 17 will most likely be the last formal briefing for this year in view of the pending holidays, but my weekly Tidbits will continue! Please give some thought to topics of interest for next year and send me a text or email. In addition to my recurring Thursday briefings, the required, official Financial Readiness Touchpoints will be on the schedule for 2021, watch your email for topics. Amy will be sending the pending month’s schedule out for the Resiliency Team so January’s will be coming soon. Please find the recurring meeting information at the end of this document.

  • 17 December – Stretching Your Money
  • 24 December –  (This briefings will not be held at this point in view of the pending holidays the day after.)
  • 31 December –  (This two briefings will not be held at this point in view of the pending holidays the day after.)

Creative Saving
Once you have made the commitment to start a savings plan, and you have decided into which banking institution to place your money, the crucial question you may ask yourself is, “Where am I going to find extra money to put away?” Follow the link above for ways to save that may help you in your effort to build a substantial nest egg. Have Fun!

Holidays and Money
There are many reasons to celebrate throughout the year, and almost all these events involve spending money. Get "SAM" tips for mindful spending before, during and after holiday celebrations.

Don’t hesitate to reach out by phone, text, email or ask for a private Zoom session for you or your family members. Be Vigilant and STAY SAFE!

Randy Gerard, PFC
C (573) 415-6934
O (816) 236-3659

This week’s thought: “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” ~Ayn Rand