Financial Patches

By Mark Bertrang, The Creator of the Financialoscopy® on Wednesday, July 14th 2021

It’s seems like it happens when I’m in the middle of a project; my Surface Pro which runs on the Windows 10 Pro platform wants to update my system with a brand-new patch.  They call is a periodic software update; but you and I know it’s a patch to fix something that that the Microsoft engineers have found, that wasn’t quite working right.  So, I pause and let my computer install the new release, clean-up the previous configuration and restart my computer.  I have to admit that whenever this happens, I kind of say a little prayer – “please don’t screw-up my stuff”.  Usually everything goes without a hitch.  I’ve been known as the guy around the office who sometimes verbalizes – “I was happy with Windows95, I only wished it that would have worked a little faster; plus, I kind of miss that little paperclip guy who popped up on the screen to show me how to do things.  That usually provides a groan or two from the one of our team members.

Are you still running your financial life with a Windows95 operating system?  What do I mean by that?  Did you set-up your strategies for your retirement account, investments, estate and insurance planning years ago or even a few years ago without introducing any financial ‘patches’ along the way, as things changed?  Could your financial life be compromised by the lack of updates, patches and rebooting?

In the past two decades, we’ve experienced over thirty financial crises, each which should have required an adjustment or a ‘patch’ in our thinking and planning of our own financial strategies.

Then there’s your personal life; think about your life, your family, your job, your income; did all of that go smoothly without an unexpected bump in the road?

Are you stuck in a Windows95 world and so our Apple friends don’t feel left out, are you still stuck with a Mac OS system software running your life?  If so.  Don’t be embarrassed.  It’s time to upgrade.  It’s time to install some patches. It’s time to rethink your financial operating system.


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