As we wrap up 2022, what better time than now to reflect on our blessings and begin to meditate on our own financial objectives for the coming year. For some, prioritization will be key and candid conversations with their financial advisor on these matters will be important. For others, a reminder is needed that with wealth comes responsibility and an added level of complexity as we layer on the piece regarding legacy planning.

For the Cummings household, we are feeling absolutely blessed by our growing family, and we are excited to celebrate Christmas with an added stocking on the mantel. I hope you and your family have a wonderful Christmas and take time to dwell on all the blessings that have been bestowed on you.

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