Holiday Financial Gift Guide for Kids and Grandkids

Episode 043 | Adviser Checkup Podcast

It's the most wonderful time of the year! Whether you celebrate Christmas, Hanukah, or Festivus you might find yourself looking for that perfect holiday gift. If you want to give a financial gift of value but are tired of the same gift card and cash gift listen to today's episode. I will share my 5 ideas for financial gifts in this year's 2022 Adviser Checkup Holiday Gift Guide.

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Be Financially Well,

Kelly

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A Warning on Wash Sales and Capital Gains Distributions

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Six Common Retirement Mistakes