Newsletter

In The Know brings valuable insights, practical advice, and engaging stories to help you navigate your financial journey and personal growth. Each edition of our newsletter covers various topics, from expert financial strategies and investment trends to lifestyle tips and client spotlights. We aim to keep you informed, inspired, and empowered to make the best decisions for your financial future.

Whether you’re looking to optimize your investment portfolio, learn about the latest financial technologies, or find new ways to enjoy your retirement, In The Know is your go-to resource.

Discover the latest financial insights, lifestyle tips, and client stories in our November-December 2024 In The Know! This issue covers a variety of engaging topics, including:

• Thankful for You: A message of gratitude from our team to you for allowing us to be part of your financial journey.
• Hope for the Holidays: Learn how you can make a difference this season by supporting children in foster care through our annual holiday partnership.
• Creating Traditions that Last Generations: Strengthen family bonds and create memories to pass down with simple and meaningful traditions.
• Mark Your Calendar: Stay on top of important year-end financial deadlines, from RMDs to charitable contributions.
• Weathering The Storm: Expert advice on navigating market volatility and staying focused on your long-term goals.
• Chaptering Your Golden Years: Discover inspiring books to help you embrace and redefine your retirement journey.
• Delightful Diversions: Explore unique hobbies, from urban beekeeping to community theater, to bring joy and purpose to your retirement.
• Careful Contributions: Tips for making strategic year-end charitable donations to support the causes you care about while maximizing tax benefits.
• Easy Beef Stroganoff: Whip up a delicious and simple recipe perfect for a cozy winter meal.

Stay informed and inspired—click the button below to download the complete newsletter and enjoy these exciting topics!