Wolf Retirement Navigation LLC - January 2025

New Year, New Intentions RETHINKING ‘BIG GOALS’ FOR LASTING CHANGE

Have you created your New Year’s resolutions yet? If so, do you feel your goals are attainable? And how does that list serve you? Let’s be honest about our New Year’s resolutions. Based on our 2024 goals, we should all be in the best shape of our lives. We would have beaten our smoking habit, have zero debt, and knocked two destinations off our bucket list by now! Unfortunately, many of us deviate from the commitments we set for ourselves in January. If you can truthfully say your life is better now than last year, then celebrate to your heart’s content. However, if your life hasn’t changed much since last year, it may be worthwhile to revisit your list and consider the following additions.

Make an impact on someone else’s life. We’ve all got “stuff” going on in our lives, but maybe it’s time to pause and think about how to make someone else’s day. It can be as small as smiling at a stranger at the grocery store or sending “thinking of you” cards to friends and family. You’ll be surprised how doing for others will impact your own life. Adopt an attitude of gratitude. While we have so many things we could complain about, think about everything we have to be thankful for. The next time you start to complain about your job, be grateful you have one. Of course, gratitude isn’t always easy, but is it supposed to be? Even the slightest effort to adopt this mindset will change your life forever.

Embrace what’s meaningful to you. There’s no better time than the present to lean into what matters most to you. Tell someone you love them the moment you feel it, apologize quickly, and hug them often. The time is now; we don’t know how long we have on this Earth. These resolutions aren’t exactly fitness-focused, but they center on self-improvement for the long game. Be intentional with your resolutions. Remember, if you don’t put much thought into them, you will just as easily neglect them. Let’s be intentional in 2025!

Join the WRN AMBASSADOR PROGRAM Today! Make a Difference, Get Rewarded

We are excited to jumpstart our AMBASSADOR PROGRAM in 2025, and we need YOU to help us do so! Your referrals are a testament to your trust and satisfaction in our services, and they help us grow and strengthen our community. By sharing your positive experiences with friends and family, coworkers, neighbors, and close acquaintances, you are helping us broaden the Wolf Retirement Navigation family and create a support network that benefits everyone. Building Smarter Plans and Lifelong Partnerships Since 2014 At Wolf Retirement Navigation, we believe in helping those folks important to you also find added peace of mind by offering financial

solutions with retirement planning, estate and legacy planning, tax optimization, and investment management. Referrals from loyal clients like you help our business grow in value. As a member of the WOLF RETIREMENT NAVIGATION AMBASSADOR PROGRAM , you will be invited to exclusive events to celebrate you and everything you do for us. Simply introduce us to someone who can benefit from our services. Once your referral completes an introductory meeting, we will send you an invitation to become an ambassador. A qualified referral is someone new to our office and may be going through one of the following situations: • Is close to retirement or already retired • Is undergoing a major financial change and/or life event • Is concerned about preserving and protecting their wealth during retirement • Is overwhelmed by all the complexities and components of a rewarding retirement Stay tuned for updates and share in the excitement of launching our AMBASSADOR PROGRAM very soon!

WE ARE HONORED WHEN YOU SHARE OUR NAME WITH OTHERS.

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2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island

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