Easy Planning to Setup for a Successful Year

Presented by Marc Aarons

As we begin the new year, it’s the perfect time to take control of your financial affairs and set yourself up for success. By setting goals and tracking them, you can ensure that you stay on track and achieve your financial resolutions.

At Money Managers Inc., we understand the importance of financial planning and we are here to help you every step of the way. Whether you’re looking to save for a big purchase, pay off debt, or invest for the future, our team of experts can provide the guidance and support you need.

Here are a few tips to get started:

• Define Your Goals: Take some time to think about what you want to achieve financially this year. Whether it’s saving a certain amount of money, starting an emergency fund, or paying off a specific debt, clearly define your goals.
• Create a Budget: A budget is a powerful tool that can help you manage your finances effectively. Track your income and expenses, and allocate your money towards your goals.
• Automate Your Savings: Set up automatic transfers to your savings account to ensure that you consistently save money each month.
• Monitor Your Progress: Regularly review your financial goals and track your progress. This will help you stay motivated and make any necessary adjustments along the way.

If you have any questions or need further guidance, please don’t hesitate to reach out to us at Money Managers Inc. We are here to support you in achieving your financial goals.

Wishing you a prosperous and financially secure year ahead!

Marc Aarons may be reached at 714-887-8000 or marc@ocmoneymanagers.com

www.ocmoneymanagers.com

This communication is from Money Managers, Inc.; a Securities and Exchange Commission registered investment advisor.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results.  Investments involve risk and are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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Here’s what you need to know.

Provided by Marc Aarons

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.¹

Great news. But it seems like every few days there’s a new update on a clinical trial for COVID-19. So we took the opportunity to check out the overall status for the development of a vaccine.

Much to our surprise, we learned that more than 150 vaccines are in development across the world. Hopes are high that at least one of these vaccines can be brought to market in record time to help manage the global crisis.²

In the past, it has taken 10 to 15 years to develop a vaccine that’s ready for the market. The vaccine for the mumps, for example, took four years in the 1960s.²

Along with the rapid development, there has been some fear that the process may be moving along too quickly without the proper checks and balances. On September 8, nine drug companies attempted to ease those concerns, releasing a letter saying they would prioritize safety and uphold “the integrity of the scientific process” in their efforts to develop coronavirus vaccines.³

We expect that news about potential vaccines may continue to influence the financial markets. Progress on vaccines also may affect the outlook for specific industries, like travel and leisure. At least one airline company believes that a vaccine may be critical to the ongoing recovery of the aviation industry.⁴

Much like you, we’re watching the developments and hoping for amazing news that may help bring an end to the coronavirus. If you are concerned about the coronavirus, we welcome the chance to speak with you.

Marc Aarons may be reached at (714) 887-8000 or marc@ocmoneymanagers.com

^{MMI Disclosure This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.}

^{This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.}

^Citations.

1. ^{FoxBusiness.com, September 13, 2020}
2. ^{NationalGreographic.com, September 9, 2020}
3. ^{USNews.com, September 8, 2020}
4. ^{CNBC.com, September 13, 2020}

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