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Warmest Wishes!

As another eventful year comes to a close, we’d like to offer a heartfelt “thank you” for being part of the Minich MacGregor Wealth Management journey.

We are so deeply grateful for your trust and presence in our lives and we’re sending you our warmest wishes for an amazing end to 2021 and a great start to 2022.

2021 was another year of uncertainty, but also a year where the indomitable human spirit shined.

There’s a lot we can’t control about the future, but we can control a few things.

As we usher in a new year with great expectations, can we commit to a few things together?

Embracing Our Dreams

It might still look hard to fully commit to dreams when the world is still uncertain. But let’s move forward and recommit to them even if they look a little different.

Our job together is to help you grow and protect your wealth so you can use it to reach your aspirations, retire in comfort, create change in the world, and leave a legacy of love. It’s the desire to see you achieve your dreams that drives our team to work tirelessly on your behalf.

Harnessing Our Behaviors

With so much out of our control (the markets, the economy, inflation, and other shocks), it’s so important to focus on ourselves, our hopes, our goals, and our dreams.

Identifying the choices in our control isn’t just a good financial lesson, it’s a great life lesson. Let’s commit to deep breaths, small improvements, patience, and curiosity.

Focusing on Kindness And Patience

In a time of increasing polarization, let’s commit to treating each other with kindness, patience, love, and respect. Here’s something we try to keep in mind when we talk to folks we disagree with: “Be kind, for everyone you meet is fighting a hard battle.”

Thank you again for being with us on this journey. We are deeply grateful to have you with us.

Warmest Wishes!

P.S. With December 31 approaching, it’s your last chance to make charitable gifts, take Required Minimum Distributions, and make Qualified Charitable Distributions for 2021.

P.P.S. Lawmakers are sprinting to pass legislation (including the Build Back Better Act) before the end of 2021. We’ll post in the new year with anything critical that you need to know.