[Fuusm-l] What issues should you consider before the end of the year?

[Michelle Wilson]

Hi Nancy,



We've created a year end checklist to help you make educated decisions
around your finances as we come to the end of 2025. It covers assets and
debts, tax planning, cash flow, insurance and estate planning issues that
can arise. Each question has a breakdown of things to consider under it.
Feel free to reach out if you have any questions after going through the
checklist.



Two options to view the checklist:



1. We've attached a PDF you can download



2. We've created an interactive file. To view the additional
considerations, click the (i) icon next to the questions.
https://www.fppathfinder.com/checklists/respond/b67ce5be-480e-4681-9742-7be2e30a0dc8
<https://go.levitate.ai/checklists/respond/b67ce5be-480e-4681-9742-7be2e30a0dc8?t=d4fa43b31b11494d92181f828246a8bc>



I hope you have been able to spend time with loved ones as the year get's
colder and we snuggle in.

Michelle Wilson, AIF®, CSRIC®

Independent Fee-Only Financial Planner



Be uncompromising.  Invest in what matters!

Add yourself to my calendar at https://athensimpact.as.me
<https://go.levitate.ai/?t=c58dc94cbf4049d5be8c9f849c7c74cf>



Athens Impact Socially Responsible Investments

264 E State Street, Athens, OH 45701

Work 740-447-5540 – Cell 740-538-2010

For more information: www.athensimpact.com
<https://go.levitate.ai/?t=32e4e5d3ed744ea0a6f9ea373dfb79ec>



Required Disclosure: Athens Impact Socially Responsible Investments is an
Investment Advisor registered with the State of Ohio. All views,
expressions, and opinions included in this communication are subject to
change. This communication is not intended as an offer or solicitation to
buy, hold or sell any financial instrument or investment advisory services.
Any information provided has been obtained from sources considered
reliable, but we do not guarantee the accuracy, or the completeness of, any
description of securities, markets or developments mentioned. We may, from
time to time, have a position in the securities mentioned and may execute
transactions that may not be consistent with this communication's
conclusions.  Please contact us at 740-447-5540 if there is any change in
your financial situation, needs, goals or objectives, or if you wish to
initiate any restrictions on the management of the account or modify
existing restrictions.  Additionally, we recommend you compare any account
reports from AISRI with the account statements from your Custodian.  Please
notify us if you do not receive statements from your Custodian on at least
a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is
available for your review upon request, and on our website,
www.athensimpact.com
<https://go.levitate.ai/?t=7ab67799fb424b70975393cf683fcd3d>. This
disclosure brochure, or a summary of material changes made, is also
provided to our clients on an annual basis.

If you'd prefer not to hear from me by email, please reply back and let me
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