December 2021

Season Greetings!
Thank you, the Hallmark Channel and Martha Stewart (amplified by social media) for an epic list of holiday to-dos and the pressure to make sure everything is perfect while listening to "It's the Most Wonderful Time of the Year." Last week during a virtual meeting with a group of women friends, we ran a Holiday Poll which confirmed that shopping for presents and eating traditional holiday foods are the least enjoyable things about holidays; whereas spending time with loved ones, volunteering, and giving to charities, and viewing others' creative decorations were the top three! I hope your to-do list has many more items that make your heart sing than those that are stress-inducing. 

In hopes to help you be intentional, stay on track, and bring some order to what might be a hectic time, I've put together some guides to help you finish out your 2021 financial to-do list and start 2022 strong. From savings to retirement and charitable giving to money-saving actions to take before year-end, I hope to inspire you to put some intention around wrapping up your financial year with peace of mind. So, grab your favorite holiday drink, settle into a cozy spot and enjoy the money wisdom below.

Wishing you many precious moments with those you love while keeping our eyes and hearts open for those who might be lonely and longing for connection this holiday season. 
7 MONEY-SAVING ACTIONS TO TAKE BEFORE YEAR-END
Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth. Read more >
MAXIMIZE YOUR IMPACT: CHARITABLE GIVING STRATEGIES
With the giving season well underway, time is running out to revisit your charitable giving plan and the tools you want to employ in it this year. Read more >
DO LOW FIXED INCOME YIELDS HAVE YOU WORRIED ABOUT RETIREMENT?
Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income. Read more >
WHERE TO SAVE YOUR NEXT AVAILABLE DOLLAR
Have your savings goals for the year been met? Take a look at which savings vehicle or account should receive your next available dollar – and in what order. Read more >
LONG-TERM DISABILITY INSURANCE: YOU LIKELY NEED MORE PROTECTION THAN YOU HAVE
The closer you can get to matching your current income with a long-term disability insurance solution, the more peace of mind you’ll have that, if disability should strike, you'll still be able to stay on track to reach your financial and life goals. Read more >
REPLAYS
Buckingham Talks: What the Build Back Better Act Means for You

Tune into an interesting conversation with our partners about the proposed bill and then a follow-up about what’s changed so far. Watch replay >
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