Arthur S Hoffman @IntegrityCapAdv

The free time retirement provides can lead to overspending. Retirement can last 20 years or more, so let’s plan now for the retirement lifestyle you’d like to live.

“Doing the easy thing makes you popular. Doing the hard thing makes you a leader.” – Rick Warren, Author of A Purpose Driven Life. What challenges have you overcome as a leader?

Stay on track to achieve your financial goals. When we meet, we’ll not only discuss your goals and priorities, we’ll document them online so you can see your progress at any time.

“The folks who enjoy genuine contentment and freedom are those who give the most, relative to their incomes.” From the Ron Blue Institute. How have you experienced contentment with your giving?

Smart tax strategies can help you keep more of your money to put toward what matters most to you. Let’s collaborate with your tax professional to see what options are available to you.

If you collect Social Security benefits, you may notice a 1.6% increase in your checks this year. What will 2021 bring? cnbc.com/2020/01/15/how…

Your goals are unique and personal – and your financial advice should be no different. Let’s talk about what’s most important to you and how we can work together to achieve your goals.

Discover what you can learn by talking more openly about money with your family and friends. When you’re ready for a family money talk, let’s connect to start the conversation. youtu.be/iWwcN8Ri3YM

Dreaming of warmer weather? Consider these five factors before investing in a snowbird lifestyle. forbes.com/sites/stevepar…

“To begin loving people today, we must close the door on the past. And that cannot happen without forgiveness. Forgive those who have hurt you, for your sake.” – Rick Warren, Author of A Purpose Driven Life.

New payment plans make it easier to make large purchases now and pay over time. I can help you evaluate how your spending aligns with your broader financial goals. cnbc.com/2020/01/08/mor…

Local businesses add value to our community in many ways but shopping local is just one way to support them. I have another way to help local shops that starts with helping their customers. If you’d like to learn how, let’s talk. #communitysupport

“Service is modeled not taught.” – Rick Warren, Author of A Purpose Driven Life. How are you leading by example?

Recent tax law changes could help you boost your retirement savings. If you’d like to adjust your 2020 contributions, I can help. cnbc.com/2020/01/08/her…

No age is too young to begin learning a healthy relationship with money. Here are 10 lessons to use for kids in tween and early teen years. I am always happy to meet with my clients and their children – of any age. cnbc.com/2020/01/10/10-…

The recent homebuilding surge suggests the housing market is back on track amid low mortgage rates. If you’ve been thinking about building a home, let’s discuss. reuters.com/article/us-usa…

“We can spend money any way that we want, but we can only spend it once.” From the book Never Enough? by Ron Blue. How do go about making financial decisions? With wisdom and care?

Are you or someone you know expecting a baby in 2020? I can help new parents – or grandparents – prepare financially. cnbc.com/2020/01/21/oh-…

It’s never too early to start saving for college. I can help you balance your education- and retirement savings goals. youtu.be/tNxe4WTOuUk

Planning can turn dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help achieve them.