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It’s Winter Solstice! May you enjoy the first day of this new season and all the days ahead.

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.

A recent RBC Wealth Management survey found generations agree that family values are foundational financial values. For help beginning the conversations with your heirs for future alignment, message me today.

May International Day of People with Disabilities bring awareness and inclusivity to our communities, promoting a world where everyone can thrive.

Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.

Holiday deals are everywhere and so are scammers. Protect yourself as you shop and avoid letting scammers steal your joy. Learn more about personal online security:

Giving thanks this year to family, as I do every year. Think about what life would be like if you didn’t have family around. Oh yeah, let’s not forget about food!!! Count your blessings. Happy Thanksgiving to all.

Happy Thanksgiving! May it be a day full of gratitude and love.