Page 30 - AAA Now! – AAA Central Penn – November/December 2022

FINANCIAL SERVICES
Fall is Here!
Time for apple cider, football, sweaters
and... year-end financial planning?
By Jennifer DeNapoli,
Financial Advisor and President, Central Penn Wealth Advisors
Yes, indeed! Fall in Central Pennsylvania is one of the most beautiful times of the year. It is my second favorite season, only to summer. The cooler temperatures of fall not only bring breathtaking foliage, corn mazes and plenty of pumpkin spice but they indicate that winter is coming and with that, year’s end.
For many, this time of year signifies the start of holiday plans. Who will be the Thanksgiving hostess with the mostest?
Who will be bringing the candied yams? Who has finally been promoted from the kids’ table? Some of us even start our Christmas shopping or, like my mom, have already finished. So much preparation goes into making the holidays special (quite rightly so!), but how much time and effort goes into reviewing your personal finances every year?
While we can all agree that reviewing your fiscal fitness is not nearly as delightful as a warm apple pie, it is an essential element in your long-term financial well-being. By annually reviewing key aspects of your finances, such as taxes, investments, retirement savings and insurance, you may be
Don’t wait for the new year to get your finances in shape. Contact Central Penn Wealth Advisors to request a copy of Your Year-End Financial Planning Checklist and start reviewing key aspects of your finances today.
Central Penn Wealth Advisors is a full-service, independent financial services firm. Our team provides innovative, comprehensive financial planning, wealth management and retirement planning services for AAA Central Penn members.
To request your copy and begin your planning, please call 717-745-8680 or visit AAA.com/WealthAdvisors and fill out a contact form.
able to identify areas for improvement and make impactful changes that have lasting effects.
It may sound like a large task, but a year-end financial assessment doesn’t have to be daunting, and help is available. At Central Penn Wealth Advisors, our team is happy to provide you with a checklist to help bring to light key considerations for your finances and the end of year. To request your copy and begin your planning, please call 717-745-8680 or visit AAA.com/WealthAdvisors and fill out a contact form. Cheers to a happy and healthy harvest!
AAA Central Penn and ACPWA, LLC are not clients of Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc and are being compensated for sharing their opinion and/or experience. Any compensation creates a conflict of interest and comments made by representatives of AAA Central Penn and ACPWA, LLC may not be representative of any other person’s experience with Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. AAA Central Penn, Central Penn Wealth Advisors, ACPWA, LLC, and Cambridge are non-affiliated separate legal entities. Mailing Address: 2009 Market Street Camp Hill, PA 17011.
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