Broker Check

Around the Office - July 2016

| July 26, 2016
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Summertime Checklist

For some, summertime is a period of rest and reflection and for others, summer is the busiest time of the year. Here at Rocco & Associates, we fall into the latter category. While most of our clients are away on vacation with their families or enjoying the local beach, we get to work, using the downtime to reflect on our year and make improvements for the fall. This exercise helps up to deliver on our mission: Providing empowering financial guidance. However, it can also help you achieve this year’s financial (and other!) goals. Every summer we ask ourselves:

  • What did we set out to accomplish this fall?
  • Did we meet our goals?
  • For the goals we met: Are we proud of our work or was the outcome not as satisfying?
  • For the goals we missed: Why did we fall short? Should we continue to work on these goals this fall or were they not as important as we thought?
  • What are our next steps? How do we make the fall better than the spring? (…other than football of course!)

You can, and should, apply this to your big financial goals this year. How did I do on my savings goal this spring? Are we closer to buying our retirement house in South Carolina? (Sorry Connecticut! SC is our client’s retirement destination of choice so far in 2016.) These questions may not be easy, but we find that reflecting on your plan is just as important as having one. As always if your reflections lead to questions, don’t hesitate to reach out!

The Final Cut

The Rocco & Associates team is coming to a screen near you. This spring we put together a video to help tell our story and put our faces to the name. The production was released as a preview during our movie night last month (which you can read about here) and we have been spreading it around to our clients and partners ever since. Don’t forget to like us on YouTube and share with someone who may be interested in the Rocco & Associates way!

Don’t Forget: New Blog Content Monthly!

Last month we announced that Charlie will be writing a new bi-monthly blog segment, Q&A with R&A, where he shares some of the most asked financial planning questions that have come straight from our clients. Many clients ask, “What is my financial plan missing?” This series may help to give you new ideas. This month we are further announcing, EJ’s Economic Edits.  Where Eric seeks to sort through and simplify often misunderstood economic and financial topics that affect our everyday lives.

This means that every month you will have new content to enjoy that will financially empower you and improve your economic literacy. If you have any topics you would like to hear about don’t hesitate to reach out!

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