In Search of Life’s Compass
As we look at the latest news and make choices about money, it's important to think about what's truly important. Imagine your values, or what you believe in, as a compass—a tool that helps you find your way. Just like leaders who think carefully about their decisions, we should also stop and think about what guides us.
Today, as you read the latest updates and insights, I encourage you to consider the compass guiding your own path. Are these the ideals you wish to stand by? Does the course ahead reflect the legacy you intend to leave? Also, those of you who were interested in watching to Chief Investment Analyst, Shashi Mehrhotra's quarter 1 market outlook webinar still can! The replay is now available. He has some great predictions for the year, discussion on tarrifs and the current events that are all over the media. Click HERE to access the webinar.
Over the past few months, I have developed and created new branding for my business. Don't worry, I am still apart of Lincoln Investment and with my local group, Suncoast Wealth Solutions. Please check out my new website below! If you lose the webpage to login to your account, you may access it through the link at the top of my website. The best part is it's easy to remember. It's just my name. www.michelleengle.com
Finally, I know many of you are anxiously awaiting to complete your taxes. If you had withdrawals or contributions in a retirement account or if your TOD/JTWROS 'cash' account made dividends, interest, or any sales your 1099 will be available no later than February 15th, per federal law. Many are being released soon, as I received my own today! Keep checking and do not ever hesitate to let me know if you have questions.
At the end of the day, you must be your own advocate for your money and work with someone you like and trust. Be sure you are working with a fully licensed advisor. Check out your person here, www.brokercheck.com, to determine the licenses which they hold, if they have any disclosures, judgements or liens, and their employment history. You have worked hard to build your assets. The person you choose to manage those assets should have the ability, resources, and ethics to meet all of your needs and expectations.
Let your values illuminate your financial decisions and empower you toward a purposeful future. These articles were chosen to inspire and inform you this week. If you have any questions, let’s connect.
Thank you,
Michelle Engle
By Enuma Okoro
