The Good Life | September/October 2022
We all love the holidays for one reason or another but when it comes to planning for gift giving there can be challenges not only deciding what to buy who but how to get the best deal and stay on budget for all the gift giving. Check out this article from to help make the gift giving season a bit easier.

To make the most of your holiday season in these inflationary times, start planning NOW.
Opportunities to Give Back
McCarthy & Cox Retirement Specialists, the McCarthy & Cox Cares Fund and the Union County Foundation (UCF) announce a joint effort to assist our neighbors devastated by Hurricane Ian in South Florida. “ FEMA experts report that Hurricane Ian’s will rank among our nation’s worst, with an estimated $10 billion-plus in uninsured property losses and evacuation orders that displaced more than 2.5 million people” explained Tom McCarthy, “And unfortunately, the property damage estimates as well as a death toll both continue to rise. While some homes were spared, many were not ,and this is where we all can all make a difference” McCarthy stated. 

McCarthy & Cox will match up to $10,000 in donations designated for Florida relief and received by the Union County Foundation through Monday, October 24. 100% of the funds raised will be sent to Grace United Methodist Church to provide emergency assistance. “We’ve spoken with Pastor Jorge Acevedo, and learned that the church converted it’s Coral Gables location into a relief shelter, daily serving 100’s of displaced families with a warm meal, non- perishable food, water, shelter, and a place to stay while they get back on their feet” explained Jim Cox.

Donations can be made through the Union County Foundation either by mail, dropped off at the UCF office on North Main Street or via the McCarthy and Cox Cares Foundation Fund on the UCF website. More information can be found on the UCF website,

What You May Have Missed

Take a look at the above video as we take the opportunity to communicate the current economic/investment climate we find ourselves in and also discuss our outlook going forward.
2nd Annual McCarthy & Cox Client Appreciation Event at The MAiZE
We celebrated another year at The MAiZE complete with Radio City and multiple food trucks. It was a beautiful evening and we hope you had a great time with your family!
OPINION: What do you wish you knew when you were younger?
You've heard it once if not twice or more - "I wish I would have known that when I was younger!" So we are asking you - what do you wish you knew when you were younger and what would you tell those who are "younger?"

We want to hear your wisdom and share it with the next generation!
Please reply to this email with your answers and we hope to feature them in an upcoming information series.
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