A FOURTH QUARTER COMEBACK

October marks the start of a fresh quarter — the last one of the year. Knowing you only have 3 months left in 2022, what are you feeling pressed to accomplish?

Entrepreneur Michael Altshuler captured the familiar 4th-quarter feeling in this way: “The bad news is time flies. The good news is you’re the pilot.” 

Let’s get your goals off the ground and fly. 

Now is a great time to connect if you’re in need of a strategy session heading into the year’s final stretch or if you have any questions about what’s on the horizon for 2023. Where could you use additional information, encouragement, or support? I can assist.

Check out Forbes’ 2022 year-end checklist below for ideas and a list of investing do’s and don’ts. I’ve included some additional articles as well with important news from the financial world this week. Let me know what you think.

2022 Year-End Financial Checklist

Hurricane Ian Reminds Us Of 3 Retirement Risks Few Consider

Tempted to Time the Market? Look at These Charts First

Retirement Planning: There’s A Wide Gap Between Expectations And Reality

How to Invest for the Next 10 Years

Click here to listen to the podcast: Who We Leave Behind