December 2024
Top Five Year-End Planning Moves to Consider-Making these moves will impact your financial health for a better future
As the end of the year approaches, it’s an opportune time to review your financial status and make strategic decisions that can impact your financial well-being in the coming year. Implementing certain financial moves before the year ends can potentially save you money, optimize your taxes, and set a solid foundation for the future. Here…
Read MoreDecember: Time to Think About 2025 Resolutions
As the year winds down and the holiday season takes center stage, early December is the perfect time to begin thinking about your year-end resolutions. Starting the process early allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead. By giving yourself ample time to brainstorm, refine,…
Read MoreHealth is Your Most Valuable Asset By Far: A financial planner’s guide to smart eating and drinking during the holidays
The holidays are a time for celebration, indulgence, and connecting with loved ones. However, they can also be a season of excess – not just for your wallet but also for your health. As a financial advisor, I’ve learned that the principles of budgeting and planning apply just as well to holiday eating and drinking…
Read MoreTips to make your holidays more joyful by lessening financial stress
Stress about money can take a lot of the joy out of the holiday season, but a Texas A&M AgriLife Extension Service expert has some tips to help make your holiday season a little merrier through budgeting, prioritizing and considering gifting alternatives. Holiday spending can be a major stressor during the holidays, said Lakshmi Mahadevan, Ph.D., AgriLife…
Read MoreYear-End Charitable Giving Strategies to Consider: Charitable planning should be integrated into overall wealth management
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Read MoreHoliday Survival Tips to Stay on Financial Track: How to stick to your financial goals and enjoy the holiday season this year
As the year winds down, the holiday season brings excitement, celebration, and togetherness. However, it also brings increased expenses that can strain your budget and divert you from your financial goals. With a little planning and a few savvy strategies, you can enjoy all the season has to offer while keeping your spending in check.…
Read MorePlanning to Give: Giving Tuesday is December 3rd – How to align your generosity with your financial planning and why it matters
Giving Tuesday, celebrated annually on the first Tuesday after Thanksgiving, is a global movement that inspires individuals, families, and organizations to contribute to causes they care about. This year, on December 3, 2024, people around the world will unite to give back – whether through donations, volunteer work, or acts of kindness. As this special…
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