Well Balanced Vol. 14
Be grateful in your own hearts. That suffices.
Thanksgiving has wings, and flies to its right destination.
🎭 — Victor Hugo Poet, novelist, and dramatist
🤔 Qualified Charitable Distributions
Reduce the taxable portion of your RMD
For those over 72 years old, if you are planning on using Qualified Charitable Distributions (QCDs) from your IRA, we recommend writing those checks before December 15 to give the charities time to process the gift by year's end.
Contact your advisor to learn more about tax-efficient charitable giving options.
🎁 Holiday Shopping Season
Most Wonderful Time of the Year
Consumers in the United States are expected to spend an average of $930 on holiday gifts in 2022. Retail sales often then peak again in January as many people redeem their received gift cards and vouchers.
source: D. Tighe on Statista. 11/11/22
📚 Cozy Up with a Good Book
Books, Authors, and Ourselves
Looking for inspiration for your next page-turner? Here are two book clubs to get you started.
Reese's Book Club - Each month, Reese chooses a book with a woman at the center of the story.
Belletrist - Celebrates great books and the people who read them.
☕ Gathered
Recent Blog Articles and Videos
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Blog cover photo by Julian Nortoft.