Happy New Year!

Happy New Year to you and your loved ones!

The new year is an opportunity to embrace the 400-year-old tradition of setting New Year’s resolutions. Resolutions serve as a good reminder that we can embrace new beginnings to focus on effecting positive change in our lives. And that’s a powerful thing!

There’s also no better time of year to do a check-up on your financial health than at the start of a new one. That’s why January is Financial Wellness Month! By carving out a few hours to review your 2021 budget, year-end account balances, and progression toward your goals, you can assess what went right and where adjustments need to be made for great 2022. Routine checkups can help relieve stress and empower you to start the new year with confidence!

Did you know it’s summer in the southern hemisphere? While we’re shivering away, the bottom half of the world is hitting their peak summer months!

Source: Sydney Morning Herald

Use these chilly winter days to think about where you may want to vacation this year. Planning ahead now gives you time to find any required travel documentation like a passport, book flights and hotels, and maybe even find a deal or two!

We are very excited to see what opportunities lie ahead for all of us in the new year. We’re grateful to count you as a client and look forward to helping make 2022 your best year ever!

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