RMR Wealth Builders, Inc.’s Post

The Holidays Are Here—A Time for Family, Joy, and Peace of Mind! As the year winds down and we gather with loved ones, it’s the perfect time to reflect on what truly matters: family, togetherness, and creating memories that last a lifetime. ❤️ But while you’re decorating the tree, planning the holiday feast, or buying gifts, don’t forget to secure the things that matter most—your loved ones and your peace of mind. This holiday season, consider: ✔ Ensuring your family is financially protected no matter what. ✔ Gifting yourself the assurance that your home, car, or business is safe. ✔ Starting the New Year with confidence, knowing you’ve planned for the unexpected. Let’s make this season about more than just presents—it’s about presence, security, and love. 💬 What’s your favorite holiday tradition? Let us know in the comments! And remember, we’re here to help with any questions about protecting what matters most to you. 🎄 Happy Holidays from our family to yours! 🎄 #HappyHolidays #FamilyFirst #PeaceOfMind #InsuranceMatters #HolidayJoy

The holiday season is here—a time to gather with loved ones, reflect on the year, and make memories that truly matter. But here’s a thought: why do we let this connection, this sense of meaning, get squeezed into just a few precious days at the end of the year? For me, the holidays are a reminder of the life I want to build—a life where every day holds that same sense of purpose and joy. I want to be so present, so intentional, that if I ever missed a holiday with my wife or kids, it wouldn’t feel like a loss. Because we’ve already made every one of the other 364 days just as meaningful. That’s the heart of why I got into commercial real estate. It’s not just about financial freedom; it’s about creating the kind of life where I’m free to show up fully for the people who matter most. This holiday season, I hope you’ll pause to reflect not just on what you’ve built, but on why you’re building it. Don’t settle for a life we need a holiday to escape from—let’s create a life we can celebrate every single day. Here’s to building wealth, creating memories, and living with intention. Merry Christmas. 

This is the most important gift you’ll give or receive this Christmas… It’s not something you wrap. It’s not something you eat or drink. In fact, it’s not something you can touch. It’s time. Spending time with your most important people is what the holidays are all about. Give everyone in your life—the young and the old—your time and attention, and they’ll be forever grateful. It’s also a moment to be grateful for the time you’ve had, even as you dream about the better times to come. So as you finish your last minute preparations, as you worry about getting the right gifts, or what time you’ll need to turn the oven on, take a moment to remember what matters most… Your time together. And while you’re doing that, it’s time to check out our re-released holiday video to get you in the festive mood. Happy holidays to you and all your loved ones ❤️ FINCI #TimeWellSpent #TimeTogether #HappyHolidays #ChristmasSpirit #Xmasad #FestiveSeason #HolidayCheer #Christmas2024 

✈️ Before the holiday begins... ✈️ As the year draws to a close and the holiday season 🎴 approaches, I wanted to take a moment to connect with you personally. This time of year is always special—a chance to reflect on the journey we’ve had, celebrate ✌ the wins, and prepare for what’s ahead. Recently, I had the privilege of helping one of my clients navigate a critical illness claim. It was a powerful reminder of why we do what we do—to ensure that, even in life’s most challenging moments, there’s security and support in place. Seeing how their planning made such a difference reinforced the importance of regularly reviewing and fine-tuning our financial strategies. Before the holiday festivities begin, let’s take some time to revisit your portfolio. We can ensure it aligns with your current goals, whether it’s securing your future, planning for a milestone, or simply having the peace of mind that you’re covered no matter what. Think of it as giving yourself a 🎁 gift—a stronger foundation and clarity for the year ahead. I’m here to help, and I’d love to schedule some time to ensure everything is in place before you enjoy the well-deserved holiday cheer. #festives #reflection #alignment #holiday #peaceofmind #financialplanning

“Happy holidays” means so many things to so many people, but for most, the holiday season has a way of bringing loved ones together. Across cultures and traditions, this time of year is marked by shared themes that connect us all: Light: From candles to twinkling decorations, light symbolizes hope, warmth and renewal during the darkest days of the year. Gathering: Whether with family, friends or community, holidays remind us to come together, share meals and create memories. Giving: Acts of generosity—big or small—are at the heart of every celebration, spreading kindness and joy to those around us. Reflection: As the year comes to a close, many of us take a moment to reflect on the past and look forward to what’s ahead. These universal traditions remind us that the holiday season is about connection and gratitude. However you celebrate, may your season be filled with joy. From all of us at #CTS, we wish you the happiest of holidays and a bright new year ahead.

✨ What Are Your Holiday Plans? Let’s Share! ✨ 🎉 The holidays are my favorite time to pause, reflect, and spend time with family. What is one tradition you never miss? 💬 What are your holiday plans or special traditions? Share them with me—I’d love to hear! #HolidayVibes #FestiveFun #TraditionTalk #CommunityEngagement #HolidaySeason #PenkeRealEstate

The holidays are just around the corner, and we want to make sure you know when you can reach us! 🎄✨ Here are our holiday hours for Christmas and New Year’s. If you need anything before the celebrations begin, give us a call or stop by!❤️ #jakefromstatefarm #staceyallenstatefarm #statefarm #localagent #localbusiness #supportsmallbusiness #supportlocal

Let’s talk about splitting holiday expenses. Why should one person pay for all the fun? The holidays are meant to be a time of joy and togetherness, but sometimes, one person ends up footing the entire bill—meals, gifts, decorations, travel, and more. Here’s how share the load and enjoy the season without the financial stress: 1️⃣ Set Clear Expectations ↳ From the start, talk about the costs involved and agree on how everyone will contribute. 2️⃣ Divide the Expenses ↳ Split the cost of meals, decorations, and gifts evenly or based on who can contribute what. 3️⃣ Use a Group Fund ↳ Set up a shared fund for joint expenses. Each person contributes a fixed amount, and you all decide how it’s spent. 4️⃣ Make it Fun and Fair ↳ The holidays should feel like a celebration, not a burden. Everyone should feel included and responsible. The key takeaway: The holidays are for everyone, so why should one person carry the entire financial weight? Let’s split the expenses and enjoy the festivities together. Alfred Mathu, The Financial Doctor. #makingyoufinanciallyhealthy

🎄✨ Christmas Cheer and the Gift of Peace of Mind ✨🎄 As the holiday season unfolds, we're surrounded by the joy of family gatherings, twinkling lights, and festive giving. Amidst the hustle and bustle, it's also the perfect time to reflect on what truly matters—our loved ones and their future. 💖🎁 While you're decking the halls and savoring holiday traditions, consider giving yourself and your family the ultimate gift this season: peace of mind through a comprehensive estate plan. 🎁✅ 🎀 Why an Estate Plan is the Ultimate Gift 🎀 💌 Protection for Loved Ones: Just as you wrap presents with care, an estate plan ensures your assets are thoughtfully managed and your family is protected even when you're not there to do so. 🕊️ Reducing Stress: The holidays can be hectic, but knowing your affairs are in order brings calm. An estate plan simplifies legal and financial processes for your loved ones during difficult times. 🌟 Preserving Traditions: Cherished holiday traditions and your values can live on. An estate plan safeguards your wishes and ensures your legacy is celebrated by future generations. 🎁 Planning for the Unexpected: Life is full of surprises, just like hidden gifts under the tree. An estate plan prepares you for the unexpected, covering healthcare and financial decisions when needed. 🎶 A Season of Reflection and Preparation 🎶 As you gather around the table with those you hold dear, take a moment to think about the future. The peace of mind a well-crafted estate plan offers is a gift that lasts far beyond the holiday season. 🎄✨ This Christmas, give your family the ultimate gift of love and protection. ❤️ Secure their future and your peace of mind today. 📞 Contact FRA Trust at (800) 279-9785 to get started. 🎅 Happy Holidays from FRA Trust! 🎅 #FRATrust #FamilyFortressTrust #EstatePlanning #PeaceOfMind #HolidaySeason #FamilyFirst #ChristmasCheer #LegacyPlanning #ProtectYourLovedOnes #GiftOfPeace #FuturePlanning #HolidayTraditions

December can be the most exciting month of the year, with everyone anticipating a well-deserved festive break. But with that Christmas break in sight, many struggle to stay motivated and can prematurely check out from our work. Wellton ensures you are finishing the year the right way.   There are usually many tasks that need to be completed before you head off for the holidays, so make sure you know which tasks are the most important. Make a list of what you need to achieve and prioritise it. This will ensure you are left with the ones that aren’t urgent or if needed, could be done in the New Year. Start setting out your goals for next year now! By having goals already in place, you can start preparing and working towards them so you hit the ground running in 2025.   Lastly and most importantly, remember what you’re working towards! Whether it’s a holiday overseas, spending time with family or just looking forward to a few weeks to relax. Putting in some hard work now will make those few weeks off feel even more worth it!