Meals on Wheels / Year End Tax Planning / HealthCare Deadlines
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Holiday Edition for 2016

With the rush of Thanksgiving already behind us, and the New Year right around the corner, this is the perfect time to reflect on all we have to be thankful for, and to set the course for what we hope the new year will bring to us and to those we care about.  If your goals are good health, prosperity, and happiness then you're likely not alone, but have you prioritized these goals in the proper order?

Should happiness come first, followed by good health, and then prosperity?  And what concrete steps have you taken to make these goals a reality for you and your family?  Please take a minute to review the articles I have compiled for you this month which lend themselves to each of these areas, and start to prioritize your goals for the new year.

My wish for you in 2017 is one of prosperity in relationships, that you enjoy a year filled with laughter and warmth, and that you are surrounded by people in life who you care deeply about and who care about you.

Wishing you all the best!


  • Donald Trump won the presidency and will likely usher in fiscal stimulus, lower tax rates, and less regulatory oversight – boosting growth, inflation, and interest rates.
  • Equity markets rallied following the election while the 10-year Treasury rate rose sharply to the highest levels since January.
  • Retail sales should benefit from a strong pace of auto sales in October, the third strongest reading in more than a decade.
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Peace of mind and financial security are more than just tag words, they are tangible goals that can be achieved with planning and the proper strategy.  Our goal is to deliver advice with a clear and direct approach which provide you with the confidence to make great decisions impacting your financial future.  We never forget that our business is about helping people, and raising awareness... one selfie at a time.

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