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Verisail Partners

20 Second Advisor: Nuggets From Talking With Clients

As you can imagine, we have been having conversations with clients, colleagues, and friends in the midst of this COVID season.

We thought it might be helpful to summarize some of the consistent topics we are addressing:

  1. It’s still a good time to refinance
  2. Keep contributing to your retirement plans if you can (only pause them temporarily if you absolutely have to)
  3. Just because you can pull money out of your retirement accounts without penalty doesn’t mean you should…most people should not!
  4. Get outside and exercise or try yoga. Several people have expressed how much better they feel since they’ve been exercising regularly!
  5. Find things to be grateful for each day.

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