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BUILDING SMARTER PLANS AND LIFELONG PARTNERSHIPS
4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224
4711 US Highway 17 Suite C-5 Fleming Island, FL 32003
904-232-8760
As seen on:
November 2024
Thanksgiving, at its core, is a time for reflection and gratitude. From my earliest memories, this holiday has always been about gathering with loved ones, sharing a meal, and expressing thanks for the blessings in our lives. I remember the warmth of my family’s home, the aroma of turkey roasting in the oven, and the laughter — thanks, Dad! — that filled the air as we recounted stories from the past year. These moments were more than just traditions; they were the foundation of our family’s bond, teaching us the importance of thankfulness and togetherness. As I reflect on those cherished memories, I am reminded of the new traditions we are creating at Wolf Retirement Navigation. This year is particularly special as we continue to recognize our 10th anniversary in business and service. Our team is like a second family to me, and our clients are an integral part of that extended family. Every year, through our social events and other platforms, we come together to celebrate the trust and lasting relationships we have built with our clients. It’s a time to acknowledge the confidence they place in us and to express our heartfelt gratitude for their continued support. This sense of community and shared purpose is the hallmark of what makes our work so fulfilling. We also take this time to reflect on other accomplishments this past year — our clients’ and our own — to celebrate our collective achievements, and to look forward to the future with optimism and hope. I truly value the time we, as a team, spend with our clients, as it is a testament to the strong relationships we’ve built and the mutual respect and appreciation that sustain our work. Looking ahead, I am excited about the new memories we will create together. Whether it’s through community service projects like Tony’s Turkey Trot, “29029” Everest, and Christmas fundraising events for JaxPAL, or simply spending quality time with our valued clients, each moment is an opportunity to express our thanks and to continue to strengthen our bonds. As we continue to grow and evolve, I am confident that these traditions will become an enduring part of our legacy, reminding us of the importance of gratefulness, teamwork, and the power of supporting one another. 10 YEARS OF THANKFULNESS Reflecting on the Bonds We’ve Built at WRN
From our WRN family to yours, we wish you a wonderful and bountiful Thanksgiving holiday filled with memories and traditions — old and new — to cherish for many years to come!
In service, friendship, and gratitude,
-Adam Wolf CPA, CFP ®
Investment Advisory Services offered through Coyle Capital, LLC, a Registered Investment Advisor. Wolf Retirement Navigation LLC and Coyle Capital, LLC are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be
used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wolf Retirement Navigation LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection of benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and not offered by Coyle Capital, LLC.
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GOBBLE, GOBBLE The Thanksgiving Turkey Tradition
Part of what makes special occasions special is the foods they are synonymous with. We have cake on our birthdays, candy on Halloween, and turkey on Thanksgiving. How these culinary staples became linked with these holidays is rarely questioned because we all enjoy sweets, and blowing out candles is fun. But is that reason enough for them to be integral to our holidays? Why is Thanksgiving Day, the celebration of harvest and gratitude, synonymous with turkey dinner? The Original Menu Many in America believe we model our Thanksgiving cuisine after the menu of offerings available during the original feast. But in 1621, the Plymouth Pilgrims and Wampanoag did not eat like we do today. Moreover, they did not see their meal as a special occasion. Thanksgiving dinner has been used to celebrate the autumn harvest
for hundreds of years and is a tradition that predates the colonies. The Wampanoag people brought venison to the party, and the Pilgrims supposedly brought wildfowl. While an estimated 10 million wild turkeys were prowling the Americas at the time, the Pilgrims more likely dined on duck and goose — which begs the question: If the Pilgrims didn’t eat turkey on the “original” Thanksgiving, why do we? A Love/Hate Relationship Turkey became the staple of Thanksgiving dinner due to a few contributing factors. Unlike chickens and cows, which can provide eggs and milk, turkeys are only useful to farmers as a source of meat. As gruesome as it may sound, that fact also makes turkeys disposable. Additionally, one turkey can typically feed a whole family, so it became a popular source of protein in America. However, it may be cultural staples, like
Charles Dickens’ “A Christmas Carol” and Sarah Hale’s novel “Northwood,” both portraying decadent turkey meals, that played a more significant part in its popularity on the holiday table. Hale was also a key campaigner for Thanksgiving to bring together families across America and repair a nation splintered by the Civil War. In 1863, Abraham Lincoln granted her wish and made Thanksgiving an official national holiday. She was likely the biggest factor in turning turkey into the star of Thanksgiving dinner and, as a result, is likely the nemesis of turkeys everywhere. In 2022, about 210 million turkeys were farmed across the country, and Americans consumed 46 million on Thanksgiving alone.
Join Our Annual Toy Drive for JaxPAL Kids! SPREAD HOLIDAY JOY
We’re delighted to announce our annual toy drive for the children of the Westside Center at JaxPAL! This holiday season, we have the chance to make Christmas a little brighter for these wonderful kids, and we’d love for you to join us in spreading the joy. From Monday, Dec. 2, 2024, through Friday, Dec. 13, 2024, we’ll be collecting donations to fulfill the Christmas wishes of each child. Every donation is greatly appreciated; and, with your generosity, we can ensure that each child’s holiday is filled with warmth, love, and the magic of the season. To become an “angel” for one of these kids, please reach out to Andrea or Robin at 904-232-8760 for complete details. They’ll provide you with a wish list so you can shop for a gift that’s a perfect match for your chosen child. We would be happy to do the shopping for you and purchase the actual gift with your thoughtful contribution, and we will even wrap the gift too! We want to make life easy for you, and we want EVERY child to feel our love! We’ll also celebrate the season by throwing the kids an awesome Christmas party, at which time your donated gifts will light up their faces with an abundance of joy and excitement. This is an incredible opportunity to give back to our community, and it’s a golden opportunity to make a real positive and personalized impact in the lives of these children. Thank you for helping us make this holiday season unforgettable for the kids at the Westside Center. Your kindness makes all the difference!
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2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
Take a BREAK!
MEMORIES, TRADITIONS, AND GRATEFULNESS CONTINUED …
FENNEL GRATIN
Let’s Hear From the Team
Inspired by FoodAndWine.com
INGREDIENTS • 2 cups heavy cream • 2 shallots,
In the cover article, Adam shared thoughts of his holiday traditions and gratefulness. Now it’s time to hear from the rest of the team at Wolf Retirement Navigation! Robin’s Gratitude “Both personally and professionally, I’m overwhelmed with gratitude. I’m grateful to be on this amazing team of four people. We all support one another, collaborate, and work together seamlessly. I’m so thankful for our clients — for without them, we wouldn’t be here. They bring so much joy to our lives, and I love having gotten to know so many of them over the last 10 years since I’ve been here. I’ve formed some incredible lifelong bonds and friendships. I am also grateful for Adam — I cherish working for such a supportive boss. He truly cares about his team, and it shows! I’m also thankful for my family for always being in my life and a sense of comfort and strength. I’m incredibly blessed with an amazing son who is making me proud in his first year of college.” Andrea’s Gratitude “I’m so incredibly grateful for my daughter, Aria. In February, holding her for the very first time was the best feeling I could have ever asked for, and I’m so blessed to be her mom. I’m thankful for the love and joy she has brought to our family and friends. I’m also grateful that my mom is here with us to help out with Aria. I know you-all hear me say it every day, but without her help, I’m not sure what we would do. Watching the two of them bond is magical.” Eileen’s Gratitude “I am thankful for the breaths that I breathe every day of my life. I am thankful for all of the people around me who have inspired and encouraged me to be a better person. I am grateful for good health and the career that has served me well. Finally, I am thankful for the opportunity here at Wolf Retirement to help with the service to all our wonderful clients. I love the work that I do, and this makes me happy beyond words!”
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1 1/2 tsp salt
1 tsp black pepper 3 large fennel bulbs, cored and cut into 1-inch- thick wedges 2/3 cup grated Parmesan cheese
roughly chopped 4 garlic cloves, smashed
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1 tbsp fresh thyme leaves
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DIRECTIONS
1. Preheat oven to 350 F with one rack in the center and one about 4 inches from the heat. 2. In a small saucepan, bring cream, shallots, garlic, thyme, salt, and pepper to a simmer over medium heat, stirring often. Reduce heat to medium-low and simmer, stirring often, for another 15–20 minutes. Remove from heat and let cool for 10 minutes. 3. Arrange fennel wedges, slightly overlapping, in a large cast-iron skillet or broiler-safe 2-quart baking dish. Pour cream mixture over fennel. Roast on center rack until fennel is tender, about 40–50 minutes.
4. Remove skillet and increase oven
temperature to broil. Sprinkle Parmesan cheese evenly over fennel. Broil on upper rack until top is browned, 1–4 minutes. Let cool 5 minutes before serving.
2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
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PRST STD US POSTAGE PAID BOISE, ID PERMIT 411
904-232-8760 www.wolfretirement.com 4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224
INSIDE Celebrating Family, Clients, and Community PAGE 1 How Turkey Became a Thanksgiving Staple PAGE 2 Help Brighten a Child’s Holiday at JaxPAL! PAGE 2 Stuffed With Thanks — Let’s Hear From the Team PAGE 3 Fennel Gratin PAGE 3 A Big Wintertime Playground PAGE 4
THE UNIQUE ALLURE OF BIG BEND NATIONAL PARK
Most national parks are full of visitors from spring through fall. Big Bend National Park turns that schedule upside down. The ideal time to visit this southwest Texas wonderland of wild river canyons and stunning mountain vistas is from October through May — the offseason for most national parks. But summertime temperatures in Big Bend soar to 105 degrees F or more, too hot for safe vacationing, while wintertime is mild and usually sunny. Many tourists and vacationers have recently discovered the park, driving visitation 16% higher since 2018 to more than 511,000 people annually. Big Bend offers a diversity of sights and terrain. Elevations soar from about 1,800
feet along the Rio Grande River to almost 8,000 feet in the Chisos Mountains. Boating and rafting trips along the Rio Grande, which Congress designated as a free- flowing Wild & Scenic River, take visitors through the spectacular Santa Elena Canyon limestone cliffs. Options range from a leisurely float lasting less than a day to a seven-day wilderness adventure down the Lower Canyons. Big Bend is also a birder’s paradise, with 450 species sighted there on various occasions. The park also offers an abundance of family-friendly activities. A legal Port of Entry enables visitors who bring their passports to cross the Rio Grande River and visit the shops and restaurants of a rural Mexican village, Boquillas del Carmen. Families also
enjoy stargazing at the Sotol Vista Overlook, scrambling over the boulders on the Upper Burro Mesa, and trekking the Grapevine Hills trails to see Balanced Rock, a giant boulder seemingly teetering in midair between two smaller boulders. Kids can also see dinosaur remains at the Fossil Discovery Exhibit or explore the ruins of a mercury- mining ghost town, Terlingua. Five visitor centers are usually open through the winter. Construction of a new visitor lodge and water system will begin in late 2024, likely causing some disruptions. However, Big Bend has four developed campgrounds and many backcountry camping opportunities. Most campsites are filled six months in advance, so reserve a spot early for your winter camping adventure.
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2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
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