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Newsletter

January 2025

Strong Valley Quarterly Updates

Bring in the New Year with Strong Valley’s first quarter theme “New Beginnings on a Firm Foundation” as we present ideas that can help you evaluate and clarify your financial and retirement goals.

January 3, 2025
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

NEW BEGINNINGS ON A FIRM FOUNDATION – Here’s a quick preview of our upcoming topics in the 1st Quarter of 2025:

  • JANUARY – Kickstart Your Financial Goals
  • FEBRUARY – Retirement Planning for Every Stage of Life
  • MARCH – Tax Season Preparation

In this edition, Strong Valley kicks off this quarter with resources to help you consider and review your finances, find actionable items to improve and take steps forward to make personal and/or business goals for your financial future.

Featured Article: 6 Step to Build Your Financial Future

Mid-Quarter Roundtable: Unlocking Restful Sleep - Simple Strategies for a Better Night and Brighter Day

In this 4th Qtr. Mid-Quarter Roundtable, join Strong Valley team members Adam, Chris, and Jason with their special guest to discover how better sleep can transform health, mood, and memory. In this latest podcast, Dr. Melissa Milanak, an expert in sleep and anxiety, shares actionable tips for improving your sleep quality and reclaiming your energy—no gimmicks, just practical steps that work.

In this 4th Qtr. Mid-Quarter Roundtable, join Strong Valley team members Adam, Chris, and Jason with their special guest to discover how better sleep can transform health, mood, and memory. In this latest podcast, Dr. Melissa Milanak, an expert in sleep and anxiety, shares actionable tips for improving your sleep quality and reclaiming your energy—no gimmicks, just practical steps that work.

Popular 4th Quarter Articles

ON TRACK: What Should You Be Thinking About this Quarter?

  • Do you know and have a plan for your financial goals?
  • Have you created a retirement strategy with your financial advisor?
  • Are you looking ahead and making strategic preparations to file your taxes?

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