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Happy Holiday Season!


As the year draws to a close, we are all too aware of how quickly time passes. We have had another wonderful year serving you, and look forward to continuing our relationship for many years to come. While this year's markets may have created some stress and fear, they also gave us the opportunity to communicate with you more than ever before. We appreciate your trust in us and hope that we can continue to earn it.

What are you grateful for this season? We'd love to hear!

As always - Healthy Plan, Wealthy Life™
Election Results and the
Stock Market

Next Webinar: Wednesday, Dec. 14 at 4 p.m. ET

Midterms 2022: Results & Impact


Wondering how the results of the midterm election will affect your portfolio? This video provides a detailed analysis of the results and their possible effects. 

To learn more, watch the webinar on Wednesday, December 14th. 
 
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.
Read the Article

Preparing for retirement is not entirely financial.

Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement.
Read the Article
As your children grow up there are several large purchases they will have to make. As prices keep going higher, these purchases can sometimes put your children in a difficult financial situation. If you've ever thought about helping your kids to make these purchases, click the link below and Mara will help you to understand how!
Watch More
Have a safe and happy Thanksgiving!!
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Les Watson CFP®, CPWA®, CIMA®, RMA®
Managing Director - Wealth Solutions
(704) 909-6285
les.watson@yellowwoodwealth.com

Jason Rericha CFP®, CRPC®
Managing Director - Wealth Solutions
(704) 909-7103
jason.rericha@yellowwoodwealth.com

Shari Kinney
Vice President - Operations Specialist
(704) 909-7196
shari.kinney@yellowwoodwealth.com

Mara Kossoff CFP®
Associate - Wealth Solutions
(704) 909-4412
mara.kossoff@yellowwoodwealth.com
Copyright ©2022, YellowWood Wealth Solutions. All rights reserved.

Our mailing address is:
1523 Elizabeth Ave., Suite 210
Charlotte, NC 28204

Email: info@yellowwoodwealth.com 
Main line: 866.686.8462

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