Good Financial Reads: Holiday Special Edition

holiday special edition

Shop Now for Christmas Before It’s Too Late

by Robert Stoll, Financial Design Studio

Supply disruptions and higher prices have marred the post-pandemic world. Despite assurances from authorities and economists that these effects are “transitory,” the fact remains that they’re bad and not getting better soon. With Christmas 2021 shopping on the horizon, this becomes an even bigger issue. Store inventories are lean and ships delivering Christmas goods are stuck in ports. Of all the years NOT to procrastinate with your Christmas shopping, this is the year. Shop now for Christmas before it’s too late!

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Philanthropic Giving in the Season of Giving

by Ella Taylor, Ella Financial Advising

We are approaching the season of giving, and you might be wondering how you can align your giving with your values in a way that makes an impact in the world. 

According to Fidelity Charitable, "Greek playwright Aeschylus coined the term philanthropy in the 5th century BCE. It meant 'love of humanity.'" But we know now that it encompasses a great many more things, such as the environment, social justice, and animal welfare.

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Gratitude, Giving, Financial Health

by Keith Spencer, Spencer Financial Planning

“Why do we do a thankful tree?”

Our 4-year-old asked the question as he stretched precariously to place a construction paper leaf on the highest branch he could reach.

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10 Gifts that Avoid Shipping

by Melinda Satterlee, Marathon Wealth Management

I was in Target the other day looking for Halloween ideas, and I was shocked at the number of empty shelves.  There were at least four long aisles of open shelving where Halloween supplies and costumes would usually be.  Unfortunately, this trend is not going away anytime soon.  According to Jonathan Gold, vice president of supply chain policy at the National Retail Federation, “…We’ve been warning consumers to manage their expectations for the holiday shopping season for months now.  The fact of the matter is the supply chain is stretched to its limit from end-to-end.”  [1] This reality prompted me to think of gift ideas that don’t need shipping.

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Things Your Crazy Uncle Was Wrong About at Thanksgiving

by Abrin Berkemeyer, Penobscot Financial Advisors

This week’s episode gets into the holiday spirit as advisors Abrin Berkemeyer CFP® and Tyler Hafford dive into the common questions they get from relatives at the Thanksgiving table, as well as the financial planning tools they are most thankful for. Tune in and see the Things your crazy uncle might have been wrong about at Thanksgiving!

[Watch the Video]


Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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