We Wish You a Merry Christmas & a Happy New Year!
In case we don’t connect before, we wish you and yours all the best this Holiday season!
Jeff has always said that his favorite definition of wealth is being able to give some away. If we can help you in any way with planning for some year-end generosity or other financial planning needs, please give us a call at (509) 332-2543.
Welcome Rachel to the Values & Vision Team!
Rachel just joined the team at the beginning of this month. She will work as an assistant to Lori as both ladies do great work supporting our financial planning and portfolio analysis. We are excited for you to meet her!
"Hi, I'm Rachel. Originally from Colorado, I now live in Moscow, Idaho, with my husband, Kenny, and our son, Massaro. I love numbers! In addition to bookkeeping work, I also can't wait to dive into all that's happening here at Values & Vision in the coming year."
Hear From Lori, Who Just Celebrated One Year at Values & Vision
"Now starting my second year with the Values and Vision team, I have enjoyed getting to meet many of you as we go over financial planning details or navigate the online account access portals together.
It’s fun to be back in Pullman after all of these years. Some things are the same (like the friendly-community vibe, cougar spirit and beautiful, distinct seasons on the Palouse). Pullman has grown since my college days in the late 80’s and it’s exciting to see all the new businesses, neighborhoods and expansion at WSU."
Some Resources for You & Your Family this Holiday Season
- Family Philanthropy - Useful Resources to Help Start a Tradition of Giving: MFS provides a list of helpful resources (for both parents and children) to help families plan their legacy and manage inherited wealth.
- Play on Purpose Stress Assessment: Jackson provides a unique assessment to evaluate your stress levels and tips to reduce them as you prepare for retirement.
- Talking to Your Family About Money: T. Rowe provides advice on how to begin having hard conversations about money between different familial generations.
- Laughing off Holiday Stress: Watch Glenn Johnson and award winning comedian tee up some fun insights on how humor can release year end stress