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Learn more about how you can avoid holiday stress with a well-thought-out giving strategy.
Start with your budget for holiday spending, and then come up with a list of people. It’s natural to want to give more than you can afford, so first figure out what you can afford.
Are you going deep or wide with gifts? A few big gifts that are meaningful, or a wide mix of less expensive items? You can’t realistically do both.
Santa does, you should, too. We make mistakes and spend too much if it’s not on paper in front of us.
Make the online shopping cart your friend– swap gifts in and out, keeping an eye on your list and budget, and only purchase after you’re satisfied the gift meets your need and budget.
The point of all this is to celebrate our love and friendship, and often the best gift has no monetary value.
Quinn worked for nineteen years in HR consulting and corporate finance before realizing he wanted a more direct way to help people improve their lives. When he's not working with clients, you’ll probably find him tag-teaming the work of raising two boys with his wife, Brie. If there’s time left over, he'll be catching up on the Netflix queue or reading his way through an ever-growing stack of books. As a flat fee advisor for Arnold and Mote Wealth Management, Quinn is a CFP® Professional and member of NAPFA and XY Planning Network.