Welcoming Baby Caroline

Ever since I was a little kid the holiday season has been one of my favorite times of the year.  When I was little, we would go to my grandmas house with all of my extended family and enjoy hanging out for the day. 

The distinct smell of turkey on a smoker still brings back memories of those days. Nowdays family lives further apart and kids have grown up and Thanksgiving is a little smaller, but now we’re creating a family of our own hoping that we can one day be the grandparents with multitudes of crazy grandkids at our house.  We’ve made that goal a little more realistic lately with the addition of our third child, Caroline, last month.  We could not be happier to welcome her to our family for this holiday season. 

And while we have been busy having kids, there has been no shortage of work getting everyone ready for year end.  Year-end brings a series of important financial planning tasks as we anticipate the new year.  We have been hard at work helping clients with portfolio reviews, year-end tax projections, benefits enrollments, and strategic planning for the new year ahead.  This year brought new tax rules with the “One Big Beautiful Bill Act” (OBBBA) and has brought us one of the most anxious markets in recent years, making this planning even more important.

Questions About Your Year-End Planning?

If you have any questions about your year-end planning, please don’t hesitate to reach out and prompt a discussion.  We want to make sure that all of your questions are answered and loose ends are buttoned up.

If you’d like some direction as to what you should be considering, please review our end-of-year planning checklist below.

If you have questions about how these concepts fit into your financial plan, please reach out.

Thanks For Reading! We Hope To See You Again!

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Advisory services offered through National Wealth Management Group, LLC, a Registered Investment Adviser. This information is intended for educational purposes and is not intended as a recommendation to buy or sell securities. Investing involves risk. Before investing, you should consult with a financial advisor to determine how a specific investment strategy fits your personal goals and objectives.