Haynie Wealth Management

As we welcome 2025, we want to extend our heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year. Please note that our office will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible. Wishing you a Happy New Year! 🎉

As 2024 comes to a close, it's the perfect time to review your insurance coverage and estate planning to ensure your family's protection now and in the future. To help you wrap up the year on solid ground, we've put together a quick checklist focused on these crucial areas. Swipe through to learn more. Have financial questions as you complete your year-end review? Give us a call today. We are always here to help.

As we approach the end of 2024, it's essential to start preparing for tax season by reviewing your financial plans and making any necessary adjustments. To help you get ready, we've outlined a few key actions to consider before the year wraps up. Swipe through to learn more. Have questions? Contact us — our team is here to help.

As the year winds down, we want to take a moment to thank our network for your continued support and trust. We're looking forward to what the new year has in store. We hope this holiday season brings you joy, warmth, and time with loved ones. Please note that while our office will be closed for a few days, we’re excited to connect with you when we return. From all of us, Happy Holidays and New Year! ✨

As we approach the end of 2024, it's the perfect time to reassess your financial plans, investment strategies, and retirement goals. To help you finish the year strong, we've compiled a quick checklist focused on these key areas. Need guidance? Our team is here to help you navigate these year-end tasks. Reach out anytime.

As we approach the end of the year, you might notice a buzz about the "Santa Claus Rally." This is a phenomenon that has intrigued investors for decades, offering a unique blend of market optimism and holiday cheer. With this in mind, we have put together a quick overview of the “Santa Claus Rally” and what you should know. Swipe to learn more. As always, feel free to reach out with any questions about your financial strategy. Happy Holidays!

When planning for retirement, one of the most common concerns is ensuring your savings last. The 4% rule is one approach to sustaining wealth in retirement. Swipe through to learn more. Let us help tailor a strategy that aligns with your goals. Contact our team today.

As we enter 2025, recent findings from the 2024 LIMRA Insurance Barometer Study reveal critical insights into life insurance coverage. These trends are important for anyone focused on financial planning and protection for loved ones.📉 Life insurance doesn’t have to be out of reach. Connect with us to explore affordable options that offer peace of mind and financial security for you and your family.

Last week, the S&P 500 reached its highest weekly close of 2024, and the jobs report added a “Goldilocks” scenario to the mix. Could this pave the way for another cut at the December Fed meeting? Swipe through for more insights. As always, feel free to reach out with any questions or needs. We are here to help.

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs). With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more. Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.