MAKING YOUR LIST (& CHECKING IT TWICE!)

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at (or very near) the top of your list.

Your mindset – and taking steps each day toward your goals – is closely tied to your sense of well-being. So, whether you’re celebrating with family and friends or simply enjoying some quiet time, take a moment to appreciate all the reasons in this season that bring you joy and fulfillment. I count you among mine. Thank you.

To help you stay informed and inspired this week, take a moment to enjoy these articles curated for you from the financial news. Looking forward to when we can connect in the new year!

Warmest wishes for a happy and healthy holiday.

Ho, Ho, Holy Stress! Maintaining Mental Wellness During The Holidays

Social Security Is Giving Retirees a Raise in 2024. It Won’t Be Enough.

5 Year-End Financial Resolutions To Consider

Will Medicare pay for your home health care needs? It might—if you meet certain requirements

Presence Not Presents

Click here to listen to the podcast: When To Start Planning