The holiday season often leads to increased spending, which can significantly impact your bank balance, especially if you haven’t saved or planned for it. While you might think a January financial hangover is inevitable, it doesn’t have to be that way. Advance planning can help you avoid financial stress and fully enjoy this joyful time of year.

In this episode of Your Financial Plan-It, Synergy Capital Solutions Advisors Jordann M. Andrusiak, CFP®, and Kevin R. Keith, CRPC®, CRPS® share their tips for planning your spending and navigating your financial plan during the holiday season.

Topics of discussion include:

-The temptations of sales and ‘special offers’

-Exploring gift options – physical gifts, experiences or memories

-Planning and making lists for gifting, gatherings and holiday activities.

-Avoid the last-minute stress and panic buying

For personalized guidance tailored to your specific financial circumstances and goals, speak to one of our advisors at Synergy Capital Solutions to help you develop a comprehensive budgeting strategy aligned with your objectives.

synergycapitalsolutions.com

[email protected]

(888) 363-4546

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.