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Holiday Warning Signs

I recently walked into a big box retailer which shall remain unnamed, and lo and behold, encountered the first Christmas decorations of the season. Now, don’t get me wrong, I love Christmas. I’m a big kid at heart after all. But I can’t possibly get into Christmas now when I haven’t bought my Halloween candy!

Despite all of these signs and warnings I’m seeing of Halloween approaching, not to mention Thanksgiving which always seems to get lost (and I love Thanksgiving!), these external signs are telling me that Christmas and the holiday season are fast approaching. This is why we’ve been talking about end-of-year planning and things you might want to take care of before the first of the new year.

For all of you who are planning clients with us, this might be a good time for a gentle reminder that many of you have checklist items that still need to be taken care of, preferably before 2022 ends. Call us today and we can help.

And here’s another gentle reminder to update that home inventory, finish any legal documents, use your flex spending accounts by year-end, and don’t wait until the last second to make charitable gifts.

In addition to planning services, we also offer investments, and for our investment clients, this year has been challenging in the markets. If you’ve been on the sidelines thinking about making an additional investment, now could be a great time as we are in the heart of the corporate earning season, and many companies are starting to discuss their prospects for 2023 and beyond.

At Family Financial Partners, we conduct financial planning that truly addresses where each client is and helps get them where they want to go. If you’re working to end 2022 on a strong financial note, or you’re already planning for 2023, now is a great time of year to share with us where you are and how we can help you achieve your goals. Know someone who could use a second opinion about the financial plan and goals? Please pass our name along. We’re always here to help.

Article by David Smyth, Senior Partner at Family Financial Partners — a financial services firm in Lexington, Kentucky.

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