Financial Planning During Economic Challenges - Brian Luce

Economic challenges and the recent pandemic impacted financial lives in ways most people didn't see coming. These challenges bring with them a lot of concerns and questions about the best actions to take when it comes to financial security.

In this episode we chat with Brian Luce, Financial Planner at Triangle Financial Group, about what the economy, the CARES Act, and the stimulus means for your financial planning. 

Notes:

• Saving some of your stimulus money is a good way to keep a reserve of cash available if the economy dips.
• Down economies can offer a lot of opportunities if you are in a secure financial position. Check with your CPA or financial professional to learn how. 
• Visit the U.S. Treasury website to learn more about how the CARES Act can help you.
• Visit trianglefinancialgroup.com to learn more about TFG and its products and services.
• View episode transcript.

For more information visit trianglecu.org and don't forget to like us on Facebook and follow us on Twitter!

Brian Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN202209-270507

NOT A DEPOSIT - NOT NCUA INSURED - NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE CREDIT UNION - MAY GO DOWN IN VALUE.