December 2024 – Newsletter

Happy Holidays!!

We hope each of you had a wonderful Thanksgiving, filled with family, friends, and delicious food. We certainly have so much to be thankful for!

As the holidays approach, we want to take a moment to express how much we value and appreciate you. It is truly a privilege to have each of you as a client.

From all of us at Paramount Wealth, we wish you a Merry Christmas and a New Year filled with health, happiness, and prosperity!

WHAT YOU’LL FIND INSIDE:

  • CALENDAR
  • CHAIRMAN’S COUNCIL AWARD
  • FOOD DRIVE UPDATE
  • IT’S A GIRL!
  • CYBER SECURITY WEBINAR LINK
  • YEAR-END DEADLINES

Calendar

December 24 & 25 – Paramount office closed for the Christmas holiday.

December 31 – Paramount office closing at noon.

January 1 – Paramount office closed for the New Year holiday.

Don Hershberger Named to Raymond James Chairman’s Council

As announced in the November 11th issue of Barron’s Magazine, Don Hershberger has been named to the Raymond James Chairman’s Council. This marks the 8th consecutive year that he has qualified for this esteemed recognition.

Click the button below to see the full list of Raymond James Chairman’s Council advisors.

Food Drive Update

This holiday season, we are proud to share the success of our recent food drive in support of the Jackson Community Food Pantry. Thanks to the incredible generosity of our clients, we were able to collect a large amount of donations. The donation pile filled an entire flatbed truck, which was delivered to the food pantry before Thanksgiving. Your contributions will make a significant difference in the lives of many families in need during this time of year.
In addition to the food drive, we also hosted an Open House. It was wonderful to see so many of you, and we are grateful to all those who joined us, shared in the spirit of giving, and made the event so special.

A heartfelt thank you for your kindness and generosity. Thank you for supporting our Jackson Community!

Like and Follow us on Social Media

It’s a Girl!

Introducing Rosalie Iris Duby! On Tuesday, November 26, Elayna, our Client Service Associate, welcomed Rosalie into the world. She was born at 8:27 am, 7 pounds 1 ounce, and 20.5 inches long.

Elayna told us, “Everything went super well! No complications. She is so precious, and we are in love! She has been doing very well adjusting and is a very content and happy baby.”

Congratulation to Elayna and her husband, Dorion!

Cyber Security Webinar

Many of our clients told us how much they enjoyed the Raymond James Cyber Security Webinar last month. They found it to be informative and valuable. During the webinar, Jeff Lanza, a former FBI agent, shared compelling stories about the current tactics used by cybercriminals and provided practical advice on how to protect yourself and your family from these threats. Jeff’s extensive experience, including over 20 years as an FBI Special Agent and his appearances on national television, brought a wealth of knowledge to the discussion.
For those who couldn’t attend or would like to revisit the material, the webinar and handout materials are now available. Click the button below:

Year-end Deadlines for Donor Advised Funds

If you plan on making year-end contributions to a Donor Advised Fund, make sure you are aware of these key deadlines.
  • December 2: Deadline to submit a grant request from your DAF in order for it to be approved in 2024 (if your grant does not meet auto-approval criteria).
  • December 13: Deadline to submit a grant request from your DAF in order for it to be approved in 2024 (if your grant meets auto-approval criteria)
  • December 13: Deadline to open and/or fund a DAF at RJ Charitable
  • December 31: Deadline for contribution checks to be postmarked by in order to count for 2024
  • The Paramount Wealth Management Team

    The Paramount Wealth Management Team

    420 South Brown Street
    Jackson, MI 49203
    517-787-4444
    517-795-2530 (F)
    www.paramountwealth.com

    Don Hershberger CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2023 Forbes Top Wealth Advisor Best-in-State list. 2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

    Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Paramount Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

    Any opinions are those of the author and are not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. All opinions are as of this date and are subject to change without notice.

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