| From All of Us at Abich Financial — Merry Christmas and Happy Holidays! As 2025 winds down, we’re reflecting with deep gratitude on the clients we serve and the relationships we’ve built this year. It’s been a season of change, opportunity, and growth— and we’ve been honored to walk alongside you through it all. With the holidays approaching, we hope you’re able to slow down, celebrate with loved ones, and look ahead with clarity and confidence. This season offers a meaningful opportunity to take stock, make year-end financial decisions, and start setting intentions for 2026. It’s also a time when many reflect on the power of giving—not just to family and friends, but to the communities and causes they care about most. For those in retirement, giving can be especially rewarding and, when thoughtfully planned, part of a smart, tax-efficient strategy. This month, we’re highlighting The Benefits of Charitable Giving in Retirement—a helpful article that explores how generosity can align with your financial goals. Whether you’re thinking about year-end donations, supporting a favorite nonprofit, or leaving a lasting legacy, this resource offers practical insights worth considering. If you’d like to review your charitable giving plans or schedule a quarterly review before the year ends, now is a great time. As always, we’re here if you need us. Year-End Financial Insight As 2025 winds down, remember that the final quarter is a critical time to evaluate where you stand. Are you taking full advantage of your tax-advantaged accounts? Do your withdrawal strategies need to be adjusted before the calendar flips? Small steps now can make a big difference later. If you are a client and have not had an investment review in over 90 days, please give our office a call at (571) 577-9968 to schedule your next review. If you are not a client and would like a complimentary Portfolio X-Ray and 2nd opinion on your retirement plan, click here to schedule. |
Disclosures: This newsletter is for informational purposes only and does not constitute financial advice. Investments involve risks, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a financial advisor to tailor investment strategies to your individual circumstances.
Investment advisory services offered through Abich Financial Wealth Management, LLC. a Registered Investment Advisor firm. Insurance services are offered through Abich Financial Services Inc.#127820.
Tax and/or legal advice is not offered by Abich Financial Services. Please consult with your tax professional or legal advisor for further guidance on tax or legal matters.