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Christmas
This holiday season, I’m reflecting on the kinds of gifts that don’t fit under a tree, like time with loved ones, traditions that carry meaning, and hope for the future Legacy isn’t just something we leave; it’s something we live, every day. As you soak in the magic of the season, I invite you to pause and ask: What kind of legacy are you building? Here’s to a season filled with presence, purpose, and peace.
End of year recap
2025 brought changes, challenges, and big conversations; and I’m grateful to have been part of so many of yours. From retirement transitions to family legacies and charitable giving, every financial plan we built together this year was rooted in one thing: your values. Thank you for trusting me to help guide your journey. I can’t wait to see what 2026 brings. Here’s to another year of thoughtful planning and working towards your unique goals.
Financial gifts: 529 plan contributions, stock gifts, or Roth IRA gifts for kids
Forget the gifts that will be forgotten about in January. This year, give the kids in your life a head start, not just toys they will outgrow. I'm talking about: 🎓 529 Plan contributions 📈 Stock gifts 💸 Roth IRA funding for working teens These gifts grow with them and teach lasting lessons about wealth, responsibility, and possibility. Want help setting one up or adding it to your holiday checklist? Let’s talk. [booking link]
The gift of retirement peace of mind
Whether you’re retiring in 2026 or still building your approach, the gift of a personalized plan is one of the best ways to invest in your future. Let’s talk about how to wrap up this year with confidence and walk into 2026 with a strategy. What would a laid-out plan for retirement mean to you? [Booking link]
2026 goal setting
Each new year provides the opportunity to start again. Not necessarily starting over, but starting new habits, new goals, and new strategies. 2026 is your chance to start fresh by making aligned, intentional moves whether you're retiring, building your legacy, or just getting financially organized. Let’s make sure your financial goals match your life goals and that you have the right strategy to get there. Schedule a 2026 strategy session today. [booking link]
RMD deadline
If you're age 73 or older, your Required Minimum Distribution (RMD) deadline is approaching. Missing it can mean a 25% penalty. Not sure how much to take or how it affects your tax picture? Let’s run the numbers before December 31. There's still time to make smart decisions. Book a quick check-in now. [Booking link]
End of year donations
As the year winds down, many of us are thinking about giving not just gifts, but impact. Maybe there’s a cause that’s close to your heart, you want to model generosity for your children, or you simply want to do some good, and do it wisely. Your generosity can (and should) be strategic. You don’t have to be ultra-wealthy to give meaningfully. You just need a plan that aligns with your values, your goals, and your financial situation. Let’s talk about how to give with both heart and strategy before December 31. [Link to book a call]
Financial resolutions that matter if you’re 50+
Forget vague resolutions. If you're 50+, these financial moves can make a real impact in 2026: ✔ Catch-up contributions to retirement accounts ✔ Finalize long-term care strategy ✔ Check your estate plan for 2026 law changes ✔ Create a flexible income plan for retirement Ready to build financial confidence in the year ahead? Let’s talk. [Booking link]
Will you be one of the x number of people retiring in 2026?
4.1 million are expected to retire in 2026 according to Kiplinger. Will you be one of them? The difference between coasting in with uncertainty and stepping in confidently is a personalized, tax-smart plan. Whether you’re on track or unsure where to start, I’ll help you map out income sources, plan your withdrawals wisely, and align your lifestyle with your goals Let’s create a retirement strategy as unique as you are. [Link to book a retirement readiness review]
How to choose a financial advisor in 2026
I was recently asked, “How do I know if an advisor is the right fit for me?” It’s a fair question, especially going into 2026, when your financial world may feel more complex than ever. Between changing tax laws, looming retirement dates, and family transitions, it’s no longer enough for an advisor to just manage your investments. Here’s what I believe makes a great advisor today: ✔️ Someone who acts in your best interest always (fiduciary standard) ✔️ Someone who listens first and talks second ✔️ Someone who understands real-life scenarios, not just financial theory ✔️ Someone who helps you connect the dots and understand your financial strategy, not just tells you what to do ✔️ Someone who values long-term partnership over one-time transactions Your situation is dynamic and one-of-a-kind. Your financial advisor should be, too. If you’re planning to retire in the next few years, navigate a legacy, or simply want someone who helps you make wise, informed decisions, I’d love to meet with you. No pressure. Just a casual conversation to see if we're a fit. [Link to schedule a call]
The benefits of working with an advisor
Think financial planning is just about investments? Think again. Working with a financial advisor can help you: 🧭 Clarify your long-term goals 📉 Reduce taxes over time 🛡️ Protect your loved ones 🧓 Retire with confidence 💬 Have a thought partner through life’s big transitions You don’t have to figure it all out alone. Let’s create a personalized plan for what’s next. [Link to book]
Long term care insurance
But that doesn’t have to mean becoming a financial burden, losing your independence, or automatically moving into a nursing home. With the right planning, you can take control of what long-term care looks like, on your terms. Whether that means receiving care at home, protecting your retirement savings, or ensuring your loved ones aren’t left guessing, a thoughtful strategy brings peace of mind. Long-term care planning is about more than anticipating medical needs, it’s about preserving your dignity, maintaining choice, and preparing with confidence. Have you included this essential piece in your retirement plan? Let’s talk about how to fit it in. Schedule a call to chat more. [booking link]
Review your retirement plan
Retirement planning isn’t one-and-done. It should evolve as life does. Whether you had a major change this year or simply want to ensure your strategy still aligns with your goals, this is the perfect time for a review. Let’s make sure your financial foundation is ready for what’s ahead in 2026. Schedule a strategy call and I’ll help you create a personalized plan aligned with where you’re headed. [booking link]
Small Business Saturday
This Small Business Saturday, I want to remind you that the money you spend reflects what you value. Supporting local businesses means investing in your neighbors, your community, and your local economy. As a small firm with big impact, we’re grateful for the clients who’ve chosen to do the same with us. In the spirit of Small Business Saturday, I want to share a few of my favorite local businesses with you: [tag local businesses] What are some of your favorite locally-owned businesses in [your city, state]? Tag them in the comments!
End of year checklist
Before you wrap gifts and ring in the new year, consider wrapping up these key financial to-dos: 1. Review retirement contributions 2. Take RMDs (if applicable) 3. Harvest tax losses/gains 4. Check your estate plan 5. Plan charitable gifts Your future self will thank you. Need help prioritizing your checklist? Book a time with me to talk through it! [link to booking site]
Procrastinating retirement planning
If you’ve been putting off retirement planning, you’re not alone. Life gets busy. Priorities shift. But I also want to remind you: not making a decision is still a decision. Inflation, taxes, market cycles — they don’t pause while we wait. But the good news is, it’s never too late to take the next step. Whether you’re starting from scratch or just haven’t checked in for a while, I’m here to meet you where you are, with zero judgment and a plan that fits your life. Even small steps now can create meaningful change down the road. Let’s talk about where you’re at, and where you want to go. [link to booking site]
Thanksgiving gratitude
Every client I serve represents a unique journey, a shared trust, and a future worth protecting. As I slow down and reflect this time of year, I find myself especially grateful for [insert things/people that humanize your brand/values]. I'm also deeply thankful for the opportunity to walk alongside you, helping you navigate life’s financial decisions with clarity, personalization, and confidence. It’s an honor to be part of your story. Thank you for your continued trust. Now I’d love to hear from you: What are you feeling most grateful for this season? Share in the comments. Your stories always inspire me.
Leaving a legacy
I’ve been thinking a lot about legacy as I make holiday plans with family and reflect on the year. Not just financial legacy, though that’s certainly part of it, but also the impact we leave through our values, our work, and our relationships. The truth is, we’re all building a legacy, whether we’re doing it intentionally or not. The holidays are a perfect time to pause and ask: What kind of legacy do I want to leave? Here are a few to consider: A) A financial legacy — ensuring your family or causes you care about are provided for B) A professional legacy — mentoring others, creating meaningful work, or building a business that lives beyond you C) A legacy of love and values — being remembered for your generosity, integrity, and presence D) A lifestyle legacy — showing future generations how to live with balance, freedom, or purpose There’s no right or wrong answer; only what’s meaningful for you. Drop the letter that resonates most with you in the comments: A, B, C, D — or share your own version.
OBBBA charitable giving
Philanthropy isn’t just about generosity; it’s about intention. Giving should be meaningful and align with your values and financial plan to create a lasting legacy. With legislative changes coming in 2026 under the One Big Beautiful Bill Act, now is the time to review how your giving strategy fits into your broader retirement or estate plan. There may be opportunities to optimize your giving before these changes take effect. Let’s talk about how to make the most of your charitable impact while also strengthening your financial plan. Schedule a call today. [link to booking site]