Assurance Wealth Management

Happy Thanksgiving! We are in the season of thanks. If you haven't thought about what you're thankful for yet, don't worry, you still have time! Gratitude is simply cultivating a genuine appreciation for what we already have. Not only does thanking others make them feel good, but it provides many benefits to you as well. Here are a few things that benefit you when you practice gratitude. • Gratitude is consistently associated with greater happiness • Promotes optimism • Builds stronger relationships • Cultivates humility • Promotes generosity • Increases likability • Thankfulness is contagious • Boosts confidence • Boosts your happiness • Builds positive memories • Helps you deal with adversity So many good things! Start generating that grateful attitude and feel happier today. Being thankful should not be limited to only Thanksgiving; practice gratitude as often as you can.

This Thanksgiving, we want to express our heartfelt gratitude to each of you—our valued clients, partners, and community. Thank you for trusting us to help guide your financial journey and for allowing us to play a part in your lives. As we gather with loved ones, we’re reminded of the importance of planning for our future, giving thanks for the present, and celebrating the memories we’ve built along the way. Wishing you a joyful Thanksgiving filled with warmth, laughter, and togetherness! From our family to yours, The Assurance Wealth Management Team #Thanksgiving #Gratitude #Family #Thankful

🍂 Holiday Hours Update! 🍂 As Thanksgiving approaches, please take note of our adjusted office hours this week. We’ll be closing early on Wednesday, November 27th, at 1 PM and will remain closed on Thanksgiving Day and Black Friday to spend time with our loved ones. We’ll resume normal business hours on Monday, December 2nd. Check the image for our full holiday schedule, and don’t hesitate to reach out if you need assistance before the holiday. Wishing you a safe and happy Thanksgiving filled with gratitude and joy! 🧡 #ThanksgivingWeek #HolidayHours #AWMTeam #GratefulSeason

"I will not lose, for even in defeat there’s a valuable lesson learned, so it evens up for me." Jay-Z Losing is hard. And it’s even harder to feel optimistic after a loss, it can take time. Getting into that mindset takes resilience. Life's challenges are not failures, but rather opportunities for growth and self-discovery. If you are able to see the valuable lesson from each mistake, they transform into stepping stones on the path to success. Remember, it's not about avoiding failure; it's about learning from it and using it as fuel for your next endeavor. Looking at it that way, you never truly lose because you learn from it. Why stress over the downs when they're just stepping stones on our way up?

Amid holiday chaos, take time to show gratitude to loved ones. Share a thank you, write a note, listen actively, hug, ask about their stories, or just go for a walk together. Small gestures make a big impact. Be kind to them—and yourself. Happy Thanksgiving!

Just two days to go! Join us on Tuesday, Nov. 21st, for ‘2024 Financial Finale: Your Guide to Year-End Success.’ This live webinar, featuring Jaimin Garabedian, CRPC®, and Rachael Knapp, CPA, CFP®, will cover actionable strategies to lower your tax liabilities, optimize retirement savings, and position yourself for a strong start to 2025. Don’t miss this opportunity to gain expert insights that can make a real difference. Register now to secure your place! https://lnkd.in/gMvdy-n2

Stay focused through the fall season. The change of seasons can put a damper on your productivity, but that doesn't have to keep you down! Here are some ways to power through the lulls of fall and keep you motivated and happy: •          Make sure you're taking care of your health. You can't do what you need to if you're not feeling well. Drink water and exercise. You know what your body needs, take care of it. •          Remember your current and future goals. Keep reminding yourself why you're doing what you're doing. It's easy to lose sight of that, especially when things are busy. •          If you don't get a lot of exposure to the sun, consider taking Vitamin D supplements. •          Take a stroll outside when you need a quick reset. •          Laugh! Just a few minutes of laughter can lift your spirits and put you in a positive mood. •          Keep your sleep schedule routine the same. •          Make sure you're keeping up and finding time to do the hobbies that bring you happiness. Just because the season changes does not mean we need to 'fall' back on our goals and productivity. Stay motivated!

We’re proud to feature Jaimin Garabedian CRPC®, Chief Investment Officer of Assurance Wealth Management, at our upcoming ‘2024 Financial Finale’ webinar on Nov. 21st. With extensive experience in financial planning and investment strategy, Jaimin has helped countless individuals, families, and business owners optimize their financial outcomes. In this session, he’ll discuss year-end strategies for maximizing retirement contributions, navigating market conditions, and positioning your portfolio for 2025. Don’t miss this chance to gain actionable insights from a leader in wealth management—reserve your spot today at https://lnkd.in/gMvdy-n2

Focus on what you can control! It’s clear that we cannot control things like the weather, traffic, or the outcome of sporting events (legally!). It’s a natural human urge to want control over every situation; however, it’s much more difficult to admit that we can't completely control things like our kids, our business colleagues, politicians, or even our future. Instead, it is important to spend energy focusing on the things that matter and that we can control or influence. 👨👩👧👦 Our kids matter to us, but we can’t control how they spend their money as adults. However, we can make decisions about how much inheritance they receive and when they receive it, based on our estate planning strategies. 🗽 We can’t control who will be president in the next election, but we can take action to optimize the tax efficiency of our assets and asset allocation, aiming to minimize current and future taxes. (For personalized advice, consult a tax professional or financial advisor to develop strategies that suit your individual needs.) 🏦 Our businesses are important, but are we doing everything we can to mitigate controllable risk? Regularly reviewing your business's insurance policies, legal protections, and financial planning can help manage foreseeable risks. 📉 The economy is relevant to our lives, but being prepared for an inevitable temporary pullback is more important than trying to predict the timing of that pullback. Having a long-term financial strategy in place helps you weather economic fluctuations. For personalized advice, consult a tax professional or financial advisor to develop strategies that suit your individual needs.

We’re excited to welcome back Rachael Knapp, CPA, CFP®, as a featured speaker for our upcoming webinar, ‘2024 Financial Finale,’ on Nov. 21st. As a seasoned tax and retirement expert, Rachael has helped countless clients optimize their financial outcomes. In this special year-end session, she’ll share actionable strategies for reducing taxes, boosting retirement funds, and preparing for a strong start to 2025. Business owners and professionals, this is your opportunity to learn directly from an industry leader and returning expert—don’t miss out! Register now to benefit from her insights. https://lnkd.in/gMvdy-n2