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Wishing You Happy Holidays!

By Marjorie L. Rand, CPA, CFP®, RICP®

Happy Holidays from Rand Financial Planning! Another roller coaster year is almost behind us, but one thing that never wavers is my gratitude to have clients like you. I appreciate your ongoing trust in me and the opportunity to provide exceptional service. It is always my number-one goal to help you feel confident in your future and prepared for whatever comes your way. I hope you ring in this holiday season with peace and joy, knowing that I’m here to watch over your finances.

Reflecting on 2022

As I give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all we’ve achieved this year. It wasn’t always easy, but together we have weathered the storms and we are stronger for it! Inflation, continued stock market volatility, and recession concerns are still on the horizon, but I have high hopes for 2023. 

Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial. 

Looking Forward to 2023

I hope you are excited for everything the new year will bring, and I encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!

Thank You for a Wonderful Year!

Everything Rand Financial Planning achieves as a firm is all due to you. Your loyalty brings new clients to my doors, and your trust helps me build strong relationships that last a lifetime. I hope that in serving you, I have provided your family comfort in knowing that I am here to help whenever you have questions or concerns. I understand that life changes can happen at any moment, and I want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, I am here for you.

As we prepare to enter a new year, I look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Let’s Connect

Regardless of what 2023 holds, remember that I’m by your side no matter what life throws at you! To check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2023 and beyond, reach out to me at 908-895-2406 or marge@randfinancialplanning.com. I look forward to hearing from you!

About Marge

Marjorie Rand is founder and financial advisor at Rand Financial Planning, a comprehensive, fee-only, fiduciary financial planning firm. Marge specializes in helping her clients plan for a secure retirement and navigate life’s many transitions through customized, tax-efficient retirement planning. She is passionate about empowering her clients to make the best financial decisions for their life and being by their side no matter what life throws at them. Marjorie spent many years as a CPA before founding Rand Financial Planning so she could be a go-to source for all her clients’ financial needs and help them avoid costly mistakes. She has a bachelor’s degree in accounting from Rutgers University and a Master of Science in Taxation from Fairleigh Dickinson University, along with the Retirement Income Certified Professional® (RICP®) and CERTIFIED FINANCIAL PLANNER™ certifications. When she’s not working, Marge enjoys boating, horseback riding, traveling, and hiking with her husband and her dog, Rangeley. To learn more about Marjorie, connect with her on LinkedIn.
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