We all know holidays are busy, and the last thing you want to think about is money stuff. I get it. I’d much rather be shopping for ugly Christmas sweaters and eating way too many holiday treats. But trust me – taking care of these four things today will make the end of 2021 and the beginning of 2022 much less stressful.
Of course, I also hope you take the time to relax and truly enjoy this holiday season, especially after the events of the last couple of years. Whether you’re spending the Christmas season with extended family & friends, or making your own traditions and memories with your significant other, make the most of the Christmas magic.
1792 Alysheba Way,Suite 201,Lexington, KY 40509
Phone: 859.219.1006Fax: 859.219.1012
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*Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA, WA and WV and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TX, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.