The magic of the winter season, a time when everything seems to sparkle just a little brighter, is upon us. It’s a time to gather with family and friends, whether in person or virtually, and to appreciate the bonds that bring us together.
At this time of year, you might consider giving cash, stocks, or other financial vehicles to loved ones or charities. In “Financial Gifts: What You Should Know,” we’ll give you a practical guide to financial gift-giving and what you may need to think about around tax time.
The new year is also a great time to examine your financial goals and look forward. “Smart Moves for the New Year and Beyond” will review what happened in 2020 and what financial moves you may want to consider in the year ahead.
“Stepping Up and Giving Back—Doing What You Can for Your Community” will help you spread cheer to those who need it most in your neighborhood. And, if you’re looking for a fun way to enjoy the winter wonder, “A Walk Atop the Snow” will help you get started with snowshoeing basics.
We’re honored that you chose us to help guide you on life’s financial journey, this year and every year. Whether you’re celebrating in snowfall or sunshine, we wish you a truly wonderful season.
Download our Winter Edition of “OnWealth” to learn more about giving financial gifts, making smart moves for the new year, and what you can do to support your community at home!
Julie M. Murphy, CFP®, CLU®, ChFC®, MBA
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Sequoia Wealth Management LLC, a registered
investment advisor. Sequoia Wealth Management LLC and JMC Wealth Management, Inc are separate entities from LPL Financial.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, or state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Please consult your financial professional for additional information.
Copyright 2020 FMG Suite.