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YOUR FINANCIAL ADVOCATE 24 DEC
HOLIDAY TRADITIONS EVOLVE …
But Family Remains the Heart of the Season
It’s hard to believe — the most wonderful time of the year has arrived. Many of us are able to slow down a bit and focus on time with family and friends as the holidays approach. No matter what you celebrate, one thing holds true for all of us — this is the season for family. As we try to come together as a nation in the aftermath of the election, it’s time to take a deep breath and look forward to what the next chapter looks like. We must remember it all starts with family. After all, that’s why many of us do what we do, and it’s time to celebrate and continue building those family bonds. I’m so grateful for all the years we’ve had with our daughter, Sophie, in the house — especially those Christmas mornings with her right there, sharing the excitement as the day begins. This year marks a new chapter for us, though. For the first time, we’ll wake up on Christmas Day, and it’ll just be Julia and me at home now that Sophie and Kyle have moved into their own place. The morning rhythm will shift, and there won’t be that eager question of “When will the kid get up?” That thought has me reflecting on Christmases past, and I’ll be honest,
empty nest syndrome is hitting home a little bit. Of course, we will still have her here in the afternoon to celebrate the day, but it will be just a bit different. But don’t get me wrong — Sophie prepared us a bit. The transition slowly started when she was in college and started watching some of our favorite Christmas movies like “Elf” and “Christmas Vacation” on her own instead of with the family.
“No matter what you celebrate, one thing holds true for all of us — this is the season for family.”
are excited to support and celebrate it. As a guy who loves being the center of attention, I’ll have to let go of that! A tiny little one will take over that role one day.
This year, I’m grateful for my family and for a world that is slowly becoming a bit dematerialized (thanks, inflation). We are blessed to be together, open gifts, and celebrate the season.
Many people who have gone through similar transitions understand that small hole left when traditions shift.
But instead of dwelling on it, I recognize it’s important for us to appreciate the fact that as she settles into adulthood, we are still just right around the corner. I know many parents have miles between them and their kids, and I feel fortunate.
From my family to you and yours, Happy Holidays and Merry Christmas! Grab a glass of eggnog and enjoy yourself!
As life continues and we eventually move into grandparent status, it will no longer be about our Christmas, but rather theirs — and we
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VICKY KIRKHAM MARKETING COORDINATOR STAFF SPOTLIGHT:
WHAT DOES YOUR TYPICAL WORKDAY LOOK LIKE? My typical workday consists of doing a variety of different tasks. I’m responsible for keeping our websites up to date, prepping printed marketing material, crafting emails, managing the multiple different contact systems we have, and managing our social media accounts. I also meet with Greg on a regular basis to go over marketing analytics, plans, and strategies. When I’m not creating content, I’m communicating with our vendors and partners. WHAT IS YOUR FAVORITE PART OF YOUR JOB? My favorite part of my job is all the creative work I get to do like producing videos,
writing blogs and landing pages, and designing print material. I find the day always goes by quickly when I’m doing something like that. I love working in Adobe Creative Cloud and learning new techniques and new programs. WHAT WOULD YOU SAY TO SOMEONE WHO IS SEEKING HELP WITH ESTATE PLANNING OR LITIGATION? If you’re thinking about getting a will or trust drafted, I would highly encourage you to get the help of a professional. There are many legal nuances in do-it-yourself programs that you might not catch or fully understand, and this could have unintended consequences down the road. There also might be other estate planning tools out
there you aren’t aware of that could fit your needs and wants better.
If you believe you have a litigation case, such as an auto accident injury or a will contest, I encourage you to surf around our website a bit before calling an attorney. We have many resources that explain how the litigation process works and may even help you determine if you need to reach out to an attorney or not.
WE APPRECIATE YOU
WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?
We want to use this space to express our gratitude to the following members of the community who have recently
EPISODE 37: “Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster” EPISODE 36: “Take Control of Your Time: Don’t Let Time Control You” EPISODE 35: “How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice With Ari Galper”
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5 Proven Passive Income Ideas Make Money While You Sleep
Having passive income streams is a powerful way to build financial security and increase flexibility in your life. Passive income refers to earnings derived from investments or activities where you aren’t actively involved on a day-to-day basis, meaning money can
across multiple loans, you can reduce risk while earning interest income.
REAL ESTATE INVESTMENTS Rental properties can provide consistent monthly income, and as a property owner, you benefit from both rent payments and property value appreciation over time. Although there is some work involved (such
CREATING DIGITAL PRODUCTS If you have expertise or creative skills, consider producing digital products like online courses, e-books, or printouts. Here’s the best part: Once they are created and marketed, they can be sold over and over again with little additional effort. Websites like Etsy, Amazon, or Teachable can help you reach a global audience. Establishing passive income streams takes effort up front, some research, and sometimes an up-front investment, but it’s worth it for long-term financial security. Diversifying among multiple streams can also help manage risk and create a larger financial foundation. Start small, track your progress, and keep expanding as you find success.
as property management), hiring a property manager can make it largely passive. Alternatively, Real Estate Investment Trusts (REITs) allow you to invest in real estate without property management, with returns provided via dividends.
continue to flow in even if you’re not working full time. Let’s take a look at some effective strategies to help you establish reliable passive income streams.
DIVIDEND STOCKS Investing in dividend stocks
is a common approach to help generate passive income. Dividends are typically paid quarterly and offer a steady stream of income while allowing your investment to grow over time.
PEER-TO-PEER LENDING With peer-to-peer (P2P) lending platforms, you can lend money to people or small businesses in exchange for interest payments. By spreading your investments
SUDOKU
CREAMY THAI CARROT AND SWEET POTATO SOUP
Inspired by CookieAndKate.com
INGREDIENTS
1 tbsp coconut oil
1/4 cup almond butter 3 cups diced carrots
• • • • • •
• • •
2 cups chopped yellow onion 2 cloves garlic, minced 1 tbsp minced fresh ginger
3 cups peeled, diced sweet potatoes Salt and pepper to taste Cayenne pepper (optional)
2 tbsp red curry paste
• •
4 cups vegetable broth, divided
DIRECTIONS
1. Melt coconut oil in a large pot over medium heat. Add onion, garlic, and ginger and sauté for 5–6 minutes. Stir in curry paste. 2. In a small bowl, whisk 1/3 cup broth with the almond butter until smooth. Add the mixture to the pot, along with the carrots, sweet potatoes, salt and pepper, and remaining vegetable broth. Stir to combine. 3. Bring soup to a low boil over medium-high heat, then reduce heat, cover, and simmer for 15–20 minutes or until the potatoes and carrots are fork-tender. 4. Blend with an immersion blender until the soup is smooth. 5. Season with salt and pepper. Add a pinch of cayenne pepper for more spice if desired.
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YOUR FINANCIAL ADVOCATE A publication of Advocate Wealth Solutions, blending original and curated content, and is intended to educate the general public about investing, finance, estate planning, personal injury, and small-business issues. It is not intended to be legal or financial advice. Every situation is different. The information in this newsletter may be freely copied and distributed as long as the newsletter is copied in its entirety.
INSIDE
Christmas Morning Looks a Bit Different Now PAGE 1 Staff Spotlight: Vicky Kirkham, Marketing Coordinator
Our Podcast
Client Appreciation PAGE 2
Best Passive Income Options for Busy People
Creamy Thai Carrot and Sweet Potato Soup PAGE 3 Italy’s Most Photogenic Seaside Destination PAGE 4
Discover Cinque Terre Imagine a cluster of ancient seaside villages along the Italian Riviera so picturesque that it inspired a Disney film. Recognized as a UNESCO World Heritage area, this national park offers all the
Hiking is a favorite pastime here, and visitors this winter are in luck. One of the most beautiful walkways in the world, the half- mile Via dell’Amore (or Pathway of Love), reopened in August 2024 after repairs following a 2012 rockfall. Reservations are required, and visitors are only allowed to walk one way on the path from the village of Riomaggiore to Manarola. Unlike the steep, rugged hiking paths elsewhere in Cinque Terre, however, part of the Via dell’Amore is wheelchair accessible, and the breathtaking views are worth the effort. Planning to drive in and around Cinque Terre isn’t wise. The clifftop roads are narrow and frightening, even for seasoned drivers, and nonresidents aren’t allowed to park in the villages. A better strategy is to take the train from the Genoa or Pisa airports (about 1–2 hours). Check the national park website at Parconazionale5terre.it before you arrive to learn about any winter storm closures and trail conditions. WALK THE ITALIAN RIVIERA’S ‘PATHWAY OF LOVE’
attractions visitors love about Italy, from extraordinary food and wine to exciting seaside views. Childhood memories of Cinque Terre inspired Disney director Enrico Casarosa to re-create the setting for his Oscar-nominated coming-of-age film “Luca.” Cinque Terre’s narrow streets are often filled with day-trippers during the summer, nearly overwhelming the area’s 4,000 residents. The flood of tourists eases in the winter, however, making this the best season to savor Cinque Terre’s beauty and culture. While farmers developed the area in the 11th century, Cinque Terre was inaccessible by road until the 1960s. One has to admire the ingenuity of residents who carved terraces into the steep cliffs, stacked houses down the ravines, and cultivated olives and wines so superb that kings favored them during the Renaissance.
Cinque Terre, or “five lands,” encompasses five breathtakingly photogenic fishing villages along the northwest coast of Italy.
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