If you’re reading this and you haven’t given us a call about end-of-year money moves like we asked you to a month ago (don’t worry procrastinators, we still love you!), this is your last chance to withdraw funds for charitable giving and other Christmas or end-of-year needs. These transfers must be taken care of in the next few days in order to process by the end of 2021. Bank holidays make it almost impossible after that, so as you’re making your list and checking it twice, remember – you have 48 hours!
Now, I know that many of you are surprised every year when Christmas comes around once again, and maybe you’re scrambling to figure out how to create a last-minute budget for all those gifts that may or may not even get here on time. Please, do me a favor: Keep your spending in check this year, and give us a call in January so we can help you plan for next Christmas. (Spoiler alert: it will come again in 2022!)
All kidding aside, if you do need help creating a Christmas budget that will work for you and your family next year and beyond, please do bring that up in your next planning meeting. We’ll be happy to create a custom plan that will work for you and your unique needs.
For those of you who are reading this and thinking, “That’s not me! I’m all done and just waiting for 2022 so I can get going on my goals for next year,” hold your horses for a minute. Our office will be closed on January 3 to observe the New Year’s Day holiday. We will reopen on January 4, and will be happy to schedule a meeting with you after that date.
Finally, I know this time of year can be hectic, but please do try to stop by our office this afternoon between 4 and 7 p.m. for our annual Christmas Open House. We are beyond excited to be hosting this event again this year, and can’t wait to show you all of the exciting changes in our updated office space. We hope to see you then!
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 AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA 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, TN, TX, UT, 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.