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Finish Strong: Smart Tax Moves, Calm Minds, Open Hands and Hearts

by Jon C. Goodman | Dec 9, 2025 | Uncategorized

  Greetings! With just 23 days left in the year, this is a natural moment to pause, reflect, and make a few wise, intentional moves that can shape both the close of 2025—and the years ahead. This week’s edition of Advice for the Good Life is built for exactly...

Finishing Strong: Your Guide to Wealth, Wellness & the Good Life

by Jon C. Goodman | Dec 2, 2025 | Uncategorized

  Greetings! Welcome back to “Advice for the Good Life,” where each week we take a deep breath, look around, and get directionally correct in the areas that matter most—your wealth, your wellness, and your wider life. As we enter the final month of 2025, my hope...

Advice for the [Good] Life: A Season for Generosity, Stillness, and Gratitude

by Jon C. Goodman | Nov 25, 2025 | Uncategorized

  Welcome to this edition of Advice for the Good Life. As another season draws toward its close, we invite you to slow down, settle in, and engage with ideas designed to help you live with greater clarity, intention, and purpose. This newsletter exists not simply...

Advice for the [Good] Life: A Season for Gratitude–Insights, Nature or Nurture, and a Family Recipe That’s a Keeper

by Jon C. Goodman | Nov 18, 2025 | Uncategorized

  Greetings! As the year winds toward its close and the holidays draw us into a season of reflection, gratitude, and gathering, this week’s Advice for the Good Life arrives with one simple encouragement: slow down long enough to notice the good—then share it. In...

Advice for the [Good] Life: Staying Steady Through the Noise–Credit, Calm, and Clarity for the Week Ahead (Plus, Celebrating Our Veterans)

by Jon C. Goodman | Nov 11, 2025 | Uncategorized

  Greetings! As the holidays near, take a breath and remember: The Good Life means balance—financially, physically, and mentally. This week’s Wealth Advisory unpacks credit market concerns and why, despite recent headlines, the financial system remains resilient...

Advice for the [Good] Life: October’s Gains, Controlling Yours, and a November’s Reset

by Jon C. Goodman | Nov 4, 2025 | Uncategorized

  Greetings! In this edition of “Advice for the Good Life,” we reflect on a month that proved both resilient and revealing. In our Wealth Advisory, markets extended their upward march despite a government shutdown, trade tensions with China, and...
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  • Your Money, Your Mind, and the Memories That Matter
  • Your Wealth, Your Health, and the Power of Staying Steady
  • Making Your Money Go Further & Your Health Last Longer
  • The Good Life: Staying the Course, Savoring the Season & Listening Well

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