When revenge travel ebbs, reorganize the workspace

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Financial professionals are always busy in the fall. Their schedules are generally packed by year-end and continue to be hectic in the new year. August is a great time to visit or give them a call.

As the waves of new Covid-19 variants have vacillated, social scientists at UC Davis and several other universities have studied our behavior and mobility.

But if canceled flights, waiting in airports for hours or days, lost luggage and spending a fortune on gas do not sound appealing, there might be a better option for how to spend August. Just as farmers spend the month preparing and resting up for the fall harvest, you can spend August close to your home and office, organizing for a busy fall while saving your hard-earned money to boot.

Financial professionals are always busy in the fall. Their schedules are generally packed by year-end and continue to be hectic in the new year. August is a great time to visit or give them a call, as many also wisely decided not to travel this month. Instead of waiting to ask your questions during their busy seasons, make a list and ask them for help now.

 

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