December 2022

Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and reaching your goals. Many of us love complex processes. Intricacies of a large spreadsheet really get our brain…

For many people, the month of December and the New Year are times for personal reflection, a time to consider commitments and resolutions for the coming year. This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build financial stability and prepare for the…

The year-end holidays approach, and bring lots of things to do. Yet with holiday cheer there are financial plans to make, too. Consider these financial opportunities and deadlines before 2023 arrives. Making Financial Gifts As we count our many blessings and share time with our loved ones, we can express our thanks through giving to…