To all our wonderful family and friends, we at Unified Planning Group wish you a happy and healthy holiday season.
2023 is coming to a close. At this time of the year, we often reflect on the year that has passed. Some of you have had a truly momentous year. Children and grandchildren have come into some of your lives. For others, careers have taken new courses or come to their conclusions. I am honored and humbled to have been a part of your lives.
All of us are now a year older and hopefully we are all wiser. Yet, for wisdom to pay a dividend, for it to make a difference in our lives, we must put that wisdom to work.
With age comes experience. Experience has taught me to be prepared for what life has in store for us. It has also taught me that we must take action to turn plans into reality.
What is financial planning, if not preparing ourselves for the lives we wish to live for the rest of our tomorrows.
As ever, we at Unified Planning Group remain committed, mind, body and spirit, to the realization of your visions and the achievement of your dreams. Let us look forward to making 2024 the year we will look fondly back at, as one in which we cast off behaviors we clung to out of default, in favor of far more optimal ways of handling things, based on fact driven design.
We can live our dreams! For some of us that means sun, sea and our toes dug into the white sand of a beautiful beach – Pina colada optional! For others, it might be a tour of Europe or Asia. Some of us envision conquering Everest. Before all of that, however, many of us need to get our kids through college!
We can live the lives we dream of with focus, work and a sound plan. We would be well advised not to leave our dreams to the mercy of capricious market cycles and wishing upon a star. If you like, speak with a financial planner who has earned your trust to help you plan to make your dreams a reality.
We wish you all a blessed holiday season and a positive, powerful New Year! Yet remember that our truest power is backing our plans with decisive action. Making our dreams come true takes doing. Let’s make 2024 the year we did it!
Scott R. McGimpsey December 28th, 2023
This material was prepared by Scott McGimpsey and does not necessarily represent the views of the presenting party, nor their affiliates. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Neither Cetera Advisor Networks LLC nor Scott McGimpsey is engaged in rendering legal, accounting, or other professional services. If such assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any federal, state, or municipal tax penalty. Moreover, a diversified portfolio does not assure a profit or assure protection against loss in a declining market. UNIFIED PLANNING GROUP is an independent firm.