From the firm: Stepping into the holiday season

As we head into the holiday season, we enter into a season of joy, reflection, connection and preparation. At this time of year, we start to think ahead while reveling in the present (or presents, if you will) and wrapping up another successful year.

We’re here to help you navigate the path to retirement with the ins and outs of managing your 401(k), as we dive into the two strategies that can potentially pave the way for a golden retirement. Whether it’s approaching your savings as a cohesive block or adopting a tiered method, we answer the questions you may have to ensure your financial future is as bright as the holiday lights adorning your streets.

As the festivities ramp up, so do the intricacies of financial planning. We aim to guide you smoothly through what you need to know about tax withholding adjustments and whether they’re necessary.

For our vibrant entrepreneurs who are looking to keep their energy levels high and their spirits merry, we’ve gathered a list of energy boosters that will supercharge your journey through the holiday festivities. And for those looking to ramp up their holiday marketing strategies, we have some budget-friendly ideas to help your business sparkle both virtually and in person.

If snuggling by a roaring fire with a cup of hot cocoa isn’t your style during the holidays, we’ve curated a list of US destinations for those looking for a fun and exciting adventure. Get ready to trade those chestnuts for adrenaline!

Finally, as we draw the curtains on another year, we invite you to take a nostalgic journey with us on a merry trip down memory lane. We’ll revisit iconic trends and traditions that have graced holiday celebrations throughout the decades.

Here’s to a season of joy, learning and new beginnings. Happy reading, and even happier holidays!

Your trusted advisors

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