Welcome to Holiday-Palooza! Yes, we are now entering the crazy month of December.

One of the best annual traditions of this month is the time-honored ritual of baking cookies. In fact, this week, December 1 – 7 is National Cookie Cutter Week. That’s a week-long celebration of cookie cutters (like those stars or reindeer shapes you might see on a cookie platter).

I remember one of my aunts making a homemade cookie tray. When I was a kid, I would try to find the cookies that were maybe a little too brown along the edges. I preferred those more than any store-bought cookie.

There was a charm to those slightly overbaked cookies. They spoke of love and the special touch my aunt had when it came to making everyone feel welcome.

This also reminds me of how often we talk to clients about the financial advice they might have received from their employer. And if you haven’t guessed where I’m going with this… yes, it was “cookie-cutter advice” they received.

There wasn’t any customized guidance because whomever the employer brought in to talk to the employees only had so much time to spare.

At Money & Clarity we put in a lot more effort than that. We ask a lot of questions to make sure that we develop a plan that will work for you. We avoid a “cookie-cutter” solution because what might work well for your co-worker probably won’t work for you.

Why not schedule a 15-minute conversation to discover how we can help? We’re coming toward the end of the year and it’s the perfect time to roll into 2021 feeling strong and prepared. Call 513-563-PLAN (7526) or book online to get the ball rolling.

This would be one of the best gifts you could give to yourself and your family. And although I don’t have quite the same baking talent as my aunt, I’ll find some tasty cookies to share. But if I see any that are over-baked, I’m scooping them up!

Regards,
Nikki Earley, CFP®