We are Thankful for You.
Steven Huskey, CFP?, CExP?
CERTIFIED FINANCIAL PLANNER | Certified Exit Planner | Podcast Host | Empowering Entrepreneurs and Dental Practice Owners to Become Wealthier & Happier
We’re fast approaching that time of year when people will be asking you what you’re thankful for. I’m thankful for you. And I hope you’ll enjoy this month’s roundup of personal finance and economic news.
People will be gathering this month to give thanks, visiting local shops on Small Business Saturday, and donating to good causes on Giving Tuesday. This can be a busy time of year but taking a few minutes to read the articles below can help you finish the year strong.
Monthly Market Insights
Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month.
5 Financial Checklist Items to Finish Before Year End
Before you even make a New Year’s resolution for 2024, you can use the last couple months of 2023 to help you get started on a positive financial path. Now is a great time of year to make additional contributions to tax-deferred vehicles like 401(k)s, HSAs, and 529s. It’s also a good time to review protection policies, your investments, and more.
3 Ways Charitable Giving Can Benefit Your Business
Donating to charities can help boost the morale of your employees, help your business become more well-rounded, and offer tax relief. That may be why more and more companies are choosing to donate. More than $400 billion is given to charities by US foundations and corporations annually, according to Giving USA’s Annual Report on Philanthropy.1
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