In the old days, everyone learned the three Rs: Reading, wRiting and aRithmetic. These basics were big buckets that contained a basic education. If you could master those, you’d find yourself in pretty good shape. At times, financial wellness seems to be a complicated and overwhelming challenge. I’m here to tell you that it doesn’t have to be. After a year like 2020, I’d like to suggest that we consider a new set of three Rs: Review, Reallocate and Rebalance.

In a recent Forbes.com post, Leon LaBrecque of Sequoia Financial Group reviews the new Rs as an essential part of your financial and retirement plan — particularly important for 2021.

>> Read the full article on Forbes.com.

Leon C. LaBrecque, JD, CPA, CFP, CFA, is the Chief Growth Officer of Sequoia Financial Group, LLC. Contact him at llabrecque@sequoia-financial.com to discuss this topic further or visit www.sequoia-financial.com.

Cohen & Company is not rendering legal, accounting or other professional advice. Information contained in this post is considered accurate as of the date of publishing. Any action taken based on information in this blog should be taken only after a detailed review of the specific facts, circumstances and current law.