At the top of your list

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list.

Your mindset – and taking steps each day toward your goals – is closely tied to your sense of gladness and well-being. So, whether you’re celebrating with family and friends or simply enjoying some quiet time, take a moment to appreciate all the reasons in this season that bring you joy and fulfillment. I count you among mine. Thank you.

And to help you stay informed and inspired this week, take a moment to enjoy these articles curated for you from the financial news. Looking forward to when we can connect in the new year!

Warmest wishes for a happy and healthy holiday.

Ho, Ho, Holy Stress! Maintaining Mental Wellness During The Holidays

Dec. 18, 2023

Remedies to achieve peace and joy amid what some call the most stressful season of the year.

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Your 401(k) Is Up. Don’t Let It Go to Your Head.

Dec. 19, 2023

There are pitfalls to checking your balance too much—even in good times.

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What Fed Rate Cuts Mean For Your Money, Mortgages and More

Dec.  18, 2023

With inflation cooling, investors are betting that rates will drop in 2024.

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The economic year ahead will not be binary

Dec. 18, 2023

Markets are looking for simplistic yes or no answers to complicated questions.

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5 Year-End Financial Resolutions To Consider

Dec. 18, 2023

Thinking about how to get your finances in order can be a daunting task, so I’ve laid out five…

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You’ve Got Too Much Stuff. 3 Smart Ways to Declutter Your Home by 2024.

Dec. 13, 2023

Worried about new stuff filling up your home this holiday? Here, organizational experts share…

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