Broker Check

Your Financial Planner-November

Financial Checklist

Financial Checklist

November brings us closer to the end of an usual year. With winter approaching, use these tips to get your financial house in order and prepared for the end of the year.

  • Make the most of your 401(k): If you have an employer sponsored retirement plan, contribute enough to take advantage of the match your employer provides. Check with your Financial Advisor to help you utilize this plan to provide for your retirement.
  • Go over your monthly statements from TD Ameritrade Institutional. If you have questions, please feel free to contact Intelligent Investment Management at (970) 403-1234.
  • Budget for holiday shopping: Have a plan and budget for the upcoming holidays by taking advantage of these special shopping days and opportunities:
    • Black Friday-November 27-typically the biggest shopping day of the year with mark downs and sales offered at many stores.
    • Small Business Saturday-November 28-support small businesses by shopping locally, visiting a cafe or locally owned restaurant, or by browsing an independently owned book store or gift shop to find that perfect present. Keeping your dollars local ensure that small businesses thrive.
    • Cyber Monday-November 30-2nd in line to the most popular shopping day of the year. Note, too, that many local businesses offer online sales for those that don't wish to battle the elements when planning for holiday gift-giving.
Learn more

November Happenings 

Election Day-November 3

Election Day-November 3

Every election is determined by the people who show up.

Veteran's Day-November 11

Veteran's Day-November 11

Learn More about how to honor our veteran's here:

https://nationaldaycalendar.com/veterans-day-november-11/

Thanksgiving-November 26

Thanksgiving-November 26

In this year of unprecedented changes, take time to look around and be grateful for your family and friends and share a moment of thanks with those around you. It is a day to gather with loved ones, celebrate, give thanks for many blessings and, of course, eat!

Try this yummy recipe for a different take on traditional pumpkin pie.

https://www.delish.com/cooking/recipe-ideas/a28497825/easy-no-bake-pumpkin-cheesecake-recipe/