A monthly newsletter brought to you by Treece Financial Group | # 66 | December 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
Joyful tidings from Team Treece
Give yourself the gift of less stress and more joy this holiday season!
Every holiday season, many of us find ourselves in a panic trying to get shopping done last minute while watching the credit card balance skyrocket.

If you could do it differently to save stress, time, and cash, would you shop earlier? Would you compare prices before hitting the stores?

What if you don't feel like celebrating at all—either from grief, a divorce, or a tough financial situation?

Here are some answers to these and other top coping with the holidays questions to guide you through the next few weeks ...
Your Holiday Self-Care Checklist

The holidays are upon us, which brings a lot of happy celebrations. The holidays can also bring a lot of difficult emotional triggers, such as painful memories, grief for family members who can't be with us, or challenging dynamics with family...

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'Tis the Season. . . to Protect Yourself!

Yes, it's the most wonderful time of the year, with parties for hosting, marshmallows for toasting - and cyber criminals looking to take advantage of your holiday busy-ness to compromise your online security. They hope you'll be distracted,...

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Get a Handle on Holiday Shopping

This year's holiday spending is forecasted to outpace last year. According to Deloitte, holiday spending is expected to exceed $1.1 trillion between November and January, a 4.5 to 5% increase over 2018. 1 Whether you plan to travel, host or...

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How to cope with the emotions of financial burden during ...

When you think of the holidays, you might imagine traveling to see loved ones, shopping for gifts, or cooking a feast. But if you're on a tight budget, you might not be able to afford that kind of celebration-and that can sting.

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Moving Beyond #OKBoomer
Boomer Blaming and the Generational Divide

"Don't trust anyone over 30." It's a line made famous by '60s activist Jack Weinberg when a San Francisco Chronicle reporter interviewed him about the ongoing Free Speech Movement at the University of California, Berkeley. Generational finger...

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www.nextavenue.org
Boomers Are Thriving on an 'Unprecedented' $9 Trillion...

The rich aren't just getting richer. They're getting older. And, fortunately for their children, they're set to leave plenty of money in the bank. About $36 trillion will flow from one generation to another over the next 30 years, according to a...

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www.newsmax.com
Focus on Art Basel: The Art of Finance
One of the greatest joys of working with our clients is hearing their fascinating stories! We have been lucky to work with some amazing clients who are active within Miami's arts community. In honor of Art Basel Miami Beach here are their stories...
Art Visionary Bernice Steinbaum

The art world's Queen of Arts, Bernice Steinbaum, is no BS. An incredibly vibrant character, she stands no more than 5 feet, 2 inches, is as distinguished as she is colorful, and just as big in presence as she is small in stature.

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Ilisa Rosal: A Passion for Flamenco

Ballet Flamenco de la Rosa founder Ilisa Rosal traveled the world to learn her craft and bring home to Miami the "real flamenco," that passionately ignited her soul, and drove her to bring classical stories to life through her creative vision.

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Jim Morrison's Art Illuminates from Miami Beach to Midtown

Drive east on the Julia Tuttle Causeway toward Miami Beach and it's hard to miss the iconic colorful rings wrapped around the palm trees in the median, like rings of Saturn, and welcoming all who arrive. The art installation, A Celebration of...

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Donating Art: Taxation Abstraction

The varied reasons to donate art include a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹...

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What's on your 2020 financial wish list? Make it a reality with smart planning!
Building Wealth: Maximize Every Investment Dollar

Treece Financial Group's Wealth Management program is built upon seven pillars of service: 1. Career & Business Counseling2. Optimize Income & Expenses3. Cash Flow Planning4. Investment Management5. Protect Assets from Loss6. Minimize Taxes7....

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Home Improvements to Sell Your House

Retiring boomers looking to downsize may be in for a shock when they decide to sell their homes. They may find out that the homes they've lived in for decades need thousands of dollars in updates and renovations to attract buyers.

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www.nextavenue.org
Strategies For Managing Student Loan Debt

If college were a party, then student loans are the hangover. Unfortunately, the "hair of the dog" won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended as tax or legal advice. ...

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What You Should Do About Insurance Following a Divorce

Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails, making changes to insurance coverage may be overlooked. Here's a look at each type of coverage: If there is a...

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