If you work with Planning for Good, you no doubt know that we are committed to serving historically underrepresented communities and the people who love them.
This means that many of us are reeling from the results of the election. We’re terrified of policies that will restrict access to healthcare, undermine progress towards climate care, and eliminate the rights of LGBTQ community members… the list goes on.
It’s also a double-edged sword for us. Because if we’re looking for silver-linings, as we must, a Republican administration may mean tax breaks for businesses and the wealthy. Planning for Good means that we put people first, but we also want to be financially successful. If we’re prohibited from doing both at the same time, let’s do what we can with what we have.
This is all to say:
- We’re here for you and we get it. Ask us your questions (about healthcare, jobs, investments, taxes, etc.)
- Share with us your fears! There’s power in voicing concerns so we can address them together.
- Let’s focus on long-term goals and planning.
Know this: no matter what kind of deregulation happens, we are now, and will remain, fiduciaries to our clients. Our team follows the CFP Board's Code of Ethics and Standards of Conduct. We will not waiver from our commitment to empower our clients to make intentional financial decisions that align with their values.
If you’d like to learn more about some items to consider in terms of markets, investing and taxes, check out our blog post here: Key Considerations on How the Election Could Impact You.
Otherwise, don’t hesitate to reach out.