ST. JOSEPH, Mo. -- Happy Thanksgiving!
This will be an abbreviated Tidbit in view of Thanksgiving coming this Thursday so there will also not be any briefing this week. Briefings will continue the 3rd of December, and please note the planned topics below. If you would like another topic covered please let me know or we can schedule a private session for you. Please find the recurring meeting information at the end of this document.
3 December – Holiday Shopping
10 December – Identity Theft
17 December – Stretching Your Money
24 December – *
31 December – *
*these two briefings are TBA and tentative at this point in view of the pending holidays the day after.
Avoiding the Holiday “Money Coma”
Holidays mean spending, but you’ve got the discipline to keep it reined in this season. Celebrating with your family doesn’t have to lead to debt, and here’s how to make it a great holiday and maintain financial control. Here are 10 tips on saving and budgeting for the holidays: https://www.militaryonesource.mil/financial-legal/personal-finance/budgeting-and-saving/9-tips-for-savvy-holiday-spending/
Surviving the Holidays - Financially
The most wonderful time of year can be the most expensive time of the year! Don’t let it wreck your budget. You can celebrate without breaking the bank — or being a scrooge. For further information use this link: https://dodfinred.medium.com/avoid-emotional-spending-during-the-holidays-81ab80cd5056
Don’t hesitate to reach out by phone, text, email or ask for a private Zoom session for you or your family members. Be vigilant and STAY SAFE!
PFC Randy Gerard, CFP® mobile (573) 415-6934 - office (816) 236-3659 - email: pfc.rosecrans.ang@zeiders.com
This week’s thought: “Money can’t buy love, but it improves your bargaining position.” - Christopher Marlowe