With Thanksgiving a few days away and the end of the year approaching, it’s easy to get bogged down while shopping for gifts and planning holiday parties. It’s a good idea to take time to do a bit of financial housekeeping as well. If you haven’t added any of these financial moves to your holiday to-do list, tackling them now can ensure that you’re on the right track when January rolls around.
As always, we also wanted to check in with you to see if you had any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.). If we can be of service in any way, please do not hesitate to contact us.
All of us at Edelman Wealth Management Group would like to wish you and your family a very happy Thanksgiving.
Stacy Brilliant, Chief Operating Officer
WHAT'S YOUR DESTINATION?
All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.
November Update and End of Year Financial Housekeeping
November 25, 2019