December 2021 Financial Planning & Investment Newsletter

In This Issue: Financial Planning & Investing Newsletter December 2021

Each month we cover Financial Planning & Investing topics that apply to you.  We cover a variety of topics to point out timely information that applies to you.  See what’s in our Financial Planning & Investing Newsletter December edition!

Investing:

2021 Investment Returns Review

We always like to take the last newsletter of the year to look back and see which asset classes performed and which ones did not. In reality, we do this all throughout the year, as it’s part of our process to rebalance client portfolios. But this review is always helpful as it reminds us and our clients that there’s a lot going on under the big tent of “Stocks” and “Bonds.” With that, let’s do a review of investment returns for 2021.

Read the rest of the article here.

Charitable Donations & Contributions [Video]

This time of year people are thinking about charities and year-end donations.  Even events like recent hurricanes prompt people to consider how they can give. This is one item on our year-end tax planning checklist.  Be sure to download your copy! (This article has been updated since its original post date)

Let’s talk through the number of options you have.

Watch the video here!

Giving Back: Serving in Student Ministry

We are continuing to share about organizations in our life that we are personally involved with here at FDS.  When I got married back in 2014, one of the pastors at our church asked Courtney (my wife) and I if we wanted to get involved with our church’s youth group as student ministry group leaders. Hesitantly, we said yes. The first night we attended to “lead” our respective groups, we both left that night seriously questioning if we were the right fit.

Believe it or not, teenagers can be really hard to connect with. Add in the aspect that we’re not their parents and shouldn’t try to act as such, it can lead to a challenging way to build relationships. Despite our continued hesitancy, we kept showing up.

Read the rest of Trevore’s story here.

12 Tax Things to do Before 12/31 [Video]

Here are 12 Tax Things to do before 12/31.  As we approach the end of the year what should you be thinking about?  This is the second most common time people start to think about their finances.  It could be because you are spending more money due to Christmas shopping. So you pay attention to how much is available to spend.  It could also be that the year is mostly behind you so now you know what total income and deductible items are.  Here is a helpful list to guide you through year-end, tax efficiently.  

See the complete list!

Financial Planning & Investing Newsletter December

If you’d like to catch up on last month’s November 2021 Newsletter you can grab that at this link!