We wish you and your loved ones a holiday season filled with joy and happiness!
Here are our perennial top 10 wishes for you:
- May your investment portfolio be diversified and risk-appropriate
- May your estate documents be current and relevant to your wishes
- May your tax strategy be optimal for you
- May your Social Security payments increase
- May you take advantage of any tax-free retirement savings
- May your RMDs allow you to do something fun
- May your confidence zone for retirement remain in a high probability of success zone
- May you enjoy the fruits of your labor
- May you be able to help those less fortunate
- May you have good health and be surrounded by your family and friends
Happy Holidays and all our Best Wishes for the New Year!
The Baron Financial Group Team