‘Tis the season to deck the halls, light the menorah and help provide peace on earth (or at least to your families) with a well-constructed financial and estate plan! With everyone gathered together for the holiday season, the most wonderful time of year is also the best time to have critical financial discussions.

From financial inventory essentials to estate planning considerations to beneficiary form updates, there are several helpful conversations you should consider to keep that jingle all way from one generation to the next!

To learn more about the financial conversations you should be having with your loved ones this holiday season, download “Holiday Conversations to Have Before Grandma Gets Run Over by a Reindeer.”pdf

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For more information on key areas of retirement and estate planning, Contact our office at (877) 714-2362 to schedule a time for a visit.


Walter F. Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008