No. 46

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STERLING TOTAL WEALTH SOLUTIONS

🎅December 2023

Thank you for being a valued part of our family. Here's to a joyful holiday season and wonderful new year!



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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Copyright 2023 FMG Suite.

Financial News

The Spirit of Holiday Spending

With the holidays here, we recently checked that our gifting was squared away. Luckily, we didn't forget anyone (this year), but as we reviewed our list (and checked it twice), it made us curious how others handle seasonal gifting. So, with visions of sugarplums dancing in our head, we decided to see what we could find:

• 43% of the population starts holiday shopping as early as the end of October
• 40% of all Christmas sales occur between the 15th and 24th of December
• 1 in 5 gifts will be a gift card, on average

What does this tell us about the financial landscape? Not much, but it does remind us that our gifting habits are as varied and strong as the communities and neighbors we cherish.

Wishing you the happiest of holidays!

CITATIONS

1. Enterpriseappstoday.com, May 19, 2023

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2023 FMG Suite.

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Sterling Spotlight

That's a "wrap" on another successful Holiday Wishes. Thank you again for your generosity this holiday season. This family has been blessed with everything they could ever wish for.

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