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Happy Holidays from Financial Journey Partners

December 22, 2021 Edition: 
End-of-Year Reminders

Topics in this edition of Insights include:

  • End-of-Year Reminders
  • Qualified Charitable Distributions
  • Results of our Annual Client Survey
  • The Metro Office Complex is Open for Business
  • Next Webinar – State of the Economy –  Jan 27 
  • Upcoming Events: You can register today!

Happy Holidays to You!!

We hope you have the opportunity to spend time with family and friends over the holidays. We can be thankful that things are much improved over a year ago and hopefully continuing to improve in 2022. Thank you for sharing your lives with us and allowing us to help you make smart financial decisions and enjoy the journey together. We hope you all have a happy and healthy holiday season!

Q1 2021 - A New Year, Vaccines and Reopening

Q1 2021 - A New Year, Vaccines and Reopening

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Our Shared Journey - Insights Newsletter Archives

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q3 2020 - Seeking Independence and Finding a New Normal

Q3 2020 - Seeking Independence and Finding a New Normal

Q2 2020 - Flatten the Curve and Support Essential Businesses

Q2 2020 - Flatten the Curve and Support Essential Businesses

► Jun 26, 2020  -  How is the Reopening Going?
► Jun 19, 2020  -  Turning Lemons into Lemonade!
► Jun 12, 2020  -  What is a Shelter-in-Place Group?
 Jun 05, 2020  -  Wall Street vs Main Street.
► May 29, 2020  -  Is it Time to End Shelter-in-Place?
► May 22, 2020  -  All 50 States Reopening.
 May 15, 2020  -  A Tale of Two Economies.
► May 08, 2020  -  A Real-Life Success Story.
 May 03, 2020  -  Speculating About the Future.
► Apr 26, 2020   -  More Testing, Money and Oil.
 Apr 19, 2020   -  How and When to Open.
 Apr 12, 2020   -  Saving Lives vs Saving Jobs.
► Apr 05, 2020   -  Looking for Signs of Improvement.

Q1 2020 - Shelter-In-Place Begins

Q1 2020 - Shelter-In-Place Begins

 Mar 30, 2020  -  Balancing Health vs Economic Issues.
 Mar 23, 2020  -  What's Next?