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From the firm: 'Tis the season for taking (stock and strides)

Another year is just about in the rearview mirror. As we close the door (and the books) on 2021, we’re reminded that the holidays are not only for giving, they’re for taking—as in taking stock and taking things in stride.

Perhaps more than any event in recent memory, the pandemic drove home the value of establishing or strengthening a personal or business emergency fund. If building an emergency fund is one of your New Year’s resolutions, we’ve got some tips to make the process as pain-free as possible. 

You may have some far-reaching goals for your business in 2022—maybe even the desire to expand across the state or around the globe. That’s why we’ve included a simple “Go global” checklist in this issue, so you know what to consider before you make the leap. 

When you work as hard as you do, the last thing you want is to fall victim to a seasonal scam, so make sure you review our safety guide for charitable gifts. And since we know that holiday and year-end preparations can certainly compound stress, you’ll want to use our stress S.O.S. strategies to help you take things in stride so you can truly enjoy this holiday season.

A tried-and-true way to reduce stress is to spend time with those who mean the most to you—like friends, family and neighbors. These folks are sure to be on your holiday card list, but why not give them an experience to remember as well? Hold a seasonal game night, either in-person or virtually, with the holiday Bingo ideas you’ll find at the end of this issue. It’s a great way to unplug and enjoy everyone’s company. We also have some fun and festive foods you can serve around the fireplace when you get together. 

We hope you and your loved ones have a happy and safe holiday season, and we wish you all the best for 2022.

Your Trusted Advisors

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