By Ann Arceo, AAMS®

While some of us may not feel like celebrating this year, others may feel like the holidays need to be extra special. It can all add up to a lot, and the excitement of a new year can quickly be ruined by a large credit card bill from your December shopping spree. Here are a few quick tips that we’re following to manage our holiday budget.

By Kerrie Beene, CFP®

Happy Thanksgiving Week! It is a happy and sad time all wrapped up in one turkey.

We all have things to be thankful for while at the same time most of us are directly or indirectly affected by COVID. In this unfortunate time, 2020 Thanksgiving will not be the same for most. For me personally, we have decided to take precaution and cancel our normal gathering with my grandma. It was a hard decision but a few of the family members will be visiting her to keep her mental health in the forefront. While this is not ideal, keeping both our mental and physical health in good condition is the most important thing at this time. This situation will be the case for many, here at Rooted Planning Group we put together a list of things we can all do to stay mentally healthy during our COVID Thanksgiving.