Perspectives Winter 2021
At this time of year, you might consider giving cash, stocks, or other financial vehicles to loved ones or charities. In “Financial Gifts: What You Should Know,” we’ll give you a practical guide to financial gift-giving and what you may need to think about around tax time.
The new year is also a great time to examine your financial goals and look forward. “Smart Moves for the New Year and Beyond” will review what happened in 2020 and what financial moves you may want to consider in the year ahead.
“Stepping Up and Giving Back—Doing What You Can for Your Community” will help you spread cheer to those who need it most in your neighborhood. And, if you’re looking for a fun way to enjoy the winter wonder, “A Walk Atop the Snow” will help you get started with snowshoeing basics.