The new year can come with new policies. As we shift to new administrations and Congressional compositions – there can be potential changes to financial planning strategies. We will keep you posted when and if changes are made.
Every year, Giving Tuesday comes around the first week in December. This year we sent out a survey to all of our clients to be able to donate on their behalf.
Doctors Without Borders received the most votes!
Even though Giving Tuesday is only one day a year, you can donate anytime of the year. We love all of our clients favorite charities. Below are the links if you want to check out all the top charities that were listed on our survey.
San Diego Humane Society : https://www.sdhumane.org/
Doctor's Without Borders : https://www.doctorswithoutborders.org/
Mama's Kitchen : https://www.mamaskitchen.org/
American Civil Liberties Union : https://www.aclu.org/
The San Diego LGBT Community Center : https://thecentersd.org/
Debt follows you year to year unless you pay it off. Be careful when you are cyber-shopping! It is easy to get into debt during this time of year.
Purchase responsibly!! Debt payment has two different types of approaches (appropriately named): Avalanche and Snow Ball.
Take a listen to Marci and Victor in the video on how to get a grasp on your finances going into, and coming out of, the holiday shopping season.
And from all of us at Bair Financial Planning, have a great holiday season! Happy Holidays and Merry Christmas!
As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away.
Marci: 619-546-6160 marci@bairfinancialplanning.com
Victor: 619-546-6165 victor@bairfinancialplanning.com
Colleen: 619-546-6147 colleen@bairfinancialplanning.com