A&I Wealth Management > Blog > Celebration Time!

Thanks to everyone who made it to our annual holiday party. We had a wonderful time showing off our new space and sharing stories with you. We wish you the very best for the new year!

Tips for the holidays

  1. Keep your spending in alignment with your goals! Inflation has driven up prices and our friends and relatives are keenly aware of these higher costs too. So you might be able to buy a slightly less expensive gift and still make a big impact.
  2. Year-end bonus season is coming! Talk with your financial planner about tax deductions and where you want to invest before the year’s end.
  3. Open enrollment for health insurance, and Medicare, is upon us! Consider talking with your financial planner about what options they see their other clients choosing, and what might be best for you.
  4. Set your financial resolution today! Why wait until the new year? The more time you give yourself to think about it, the more likely you will achieve what you want.

Q3 Investment Commentary Movie Available

Visit our website at https://assetsandincome.com/investment-advice-ira-plans-videos#2023-11 to watch our most recent half-hour commentary on investment markets and the economy.

Colorado Gives Day

Many charities will receive a matching gift if you make a gift before December 5th. Visit https://www.coloradogives.org/ to learn more about how you can make an even bigger impact. Plus, they have a nice list of charities if you are looking for somewhere to make a difference.

Gifting Limits are $17,000

If you want to make a gift to a non-charity, then consider a flat-out gift. The limits in 2023 are $17,000 per recipient. You may double that amount if you are gifting to a married couple. And if you are a married couple, then you can double it again. So be generous this year!


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    About the author

    Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.