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One of the fastest trending economic stories this year has been the “Great Resignation,” a phenomenon that’s tied to the record number of people who quit their jobs in April 2021. In July, that record was broken, as it was again in August and September. Media reports have pounced on these job “quits” as evidence that American workers are removing themselves from the workforce at an unprecedented rate.

It’s been a solid year for most investors. For those who are charitably inclined, this holiday season could be a good time to share your good fortune and consider gifting to the family members, friends and causes you care about. It’s also the time of year when our clients are looking ahead to tax season and are asking about ways to give both thoughtfully and tax-efficiently. 

You’ve been thinking about it for a while, but now it’s getting close to decision time. You think you might want to retire, but you want to do it for the right reasons. So, what are the right reasons? Once you start to get serious about retirement, you realize it’s about more than just needing a long vacation. Being in the right mental and fiscal place for retirement is crucial to the retirement journey. We offer you some great reasons to take the plunge.

With the unofficial end of summer upon us, it’s time to think about your finances. “Wait, what? It isn’t the end of the year. It isn’t even tax time. Why can’t I just enjoy these last two days?” Relax, you can still enjoy your long weekend. But your financial plan doesn’t work when you are in a rush. The actions you take now can save you time and money at the end of the year and when taxes are due. Consider this your fall financial checklist.

If you are a regular reader of this column, chances are you are eagerly anticipating retirement. After all, the point about learning about saving and investing is to have the retirement you want.