It’s Almost Over!

by | Dec 11, 2020 | Newsletter | 0 comments

We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by Covid-19 restrictions? I hope that you are managing to infuse some holiday joy into your life regardless. Personally, I am looking forward with hope to a better new year. 

Let’s end the year on a high note—financially. We can take steps before year-end to help ensure your strategy is in line with your goals and objectives.


Here are some articles that I found insightful over the past week. I hope you will enjoy reading and share with your network. I’d love to hear what you think and to discuss your year-end planning. 


All the best,

Jason Pinney


Time Is Running Out to Skip RMDs and Get 401(k) Coronavirus Hardship Withdrawals. Here’s How to Act to Minimize Future Taxes.

5 financial gift ideas for teens and kids

The Market Should Worry About 2022, Not 2021

Does More Money Really Make Us More Happy? 

Tech Tips to Celebrate Holiday Traditions—When Your Family’s Far Apart

How Couples Can Save For Retirement When One Spouse Stays Home

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