holiday lights and cars

Helpful holiday hints


The holidays can be stressful. Shopping, travel, family obligations and winter weather can all take their toll. But in life, as in finances, a bit of planning can help keep you on track for a happy holiday season.

Successful holiday conversations

Thanksgiving can be a lot of fun (especially after you’ve loosened your belt) but sometimes navigating dinner table discussion topics can be difficult. If you’re hoping to keep the peace this year – and learn more about your family – check out our guide to awkward holiday conversations. It has tips and topics to help you avoid conversational minefields while getting reacquainted with your extended family.

Social media and online shopping

What comes after Thanksgiving? Shopping, of course! While giving gifts is the reason for the season, staying within your budget will make sure that you start 2018 on the right financial foot. Our list of ways to use social media when online shopping may help you find the right gift at the right price.

Charitable holiday giving

For many people, giving is about more than gifts under the tree. If charitable giving is part of your holiday tradition, these guides may help you decide how to choose a charity and the best way to donate. In fact, you can even test your charitable giving knowledge with this quiz.

Year-end financial activities

Finally, don’t forget to take care of your end-of-year financial planning. December 31 is a deadline for many tax deductions and filings. And, should you be lucky enough to receive an end-of-year bonus from your employer, you may want to consider using it to maximize your 2017 IRA contribution and invest in your student’s 529 plan.

Need more insight? Let us be your guide.

Our national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.

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