Skip to Content
Advisor Insights

3 Strategies for Your Clients' Post-Pandemic Spending and Saving Plans

Here are some ways to prolong the good financial habits developed over the past year.

Get Morningstar's essential reading for financial professionals in Advisor Digest.

The pandemic forced us all to form new habits in every aspect of our lives, including how we spend our money. Instead of grabbing lunch with friends or planning our next vacation, many of us stayed home and experimented with sourdough bread recipes. Environmental restrictions, while keeping us safe, also inadvertently prevented many of us from excess spending.