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- Dec. 18-26: Hanukkah
- Dec. 25: Christmas
- Dec. 26 - Jan. 1: Kwanzaa
- Dec. 31: New Year's Eve
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| Turning Term Coverage Into Long-Term Protection |
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If you have term life insurance, you might consider converting it to permanent coverage. The piece below explains how a conversion offers lifetime protection, potential cash value, and no new medical questions when making the change. If you want to talk about how this applies to your policy, let me know. |
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Here is a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss. *As a reminder, past performance on any investments or the stock market is not indicative of future performance. Source: investing.com. |
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 | New Retirement Contribution Limits for 2026 | A look at the new retirement contribution limits from the IRS. | |
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What's My 2026 Tax Bracket? | Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. | |
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Wishing you a peaceful holiday season and a healthy start to the new year. I appreciate the trust you place in me and I look forward to supporting you in the year ahead.
Your referrals help grow my practice and serve more people who value guidance. If someone you know could benefit from a financial review, I would be happy to talk with them. Please reach out anytime. |
