Monthly Newsletters

As we step into spring, we’re excited to share the first edition of our new bi‑monthly newsletter—a format designed to bring you richer updates, meaningful insights, and a closer look at what’s happening across our communities. March has already brought fresh momentum, and with April and May on the horizon, this season offers the perfect opportunity to reset,
refocus, and look ahead with clarity and intention.

We hope the year is settling into a comfortable rhythm for you and your family. This season offers a moment to reflect, refine priorities, and continue moving forward with intention. In this issue, you’ll find insights on How to Make Your Money Work for You and Discussing Inheritances with Confidence, along with our Spotlights & Celebrations section highlighting our incredible team and community involvement. As always, at Boggs & Company, we’re proud to support you—and the communities we serve—with guidance that’s both personal and purposeful.

As January begins and a new year unfolds, we look forward with optimism and purpose—focused on family, tradition, and the plans that build a lasting legacy. At Boggs & Company, this season is about more than resolutions; it’s about creating opportunities for growth. From strategies to start the year strong to initiatives that strengthen our community, we remain committed to serving with heart, clarity, and purpose.

Wishing you a prosperous and fulfilling New Year!

As December arrives and the year draws to a close, we find ourselves reflecting on the moments that matter most—family, tradition, and the plans that shape a lasting legacy. At Boggs & Company, this season is about more than celebrations; it’s about preparing for the opportunities ahead. From year-end financial strategies to supporting initiatives that strengthen our community, we remain committed to serving with heart, clarity, and purpose. 

As the crisp air of November settles in and the season of gratitude draws near, we’re reminded of the enduring strength found in family, tradition, and thoughtful planning. At Boggs & Company, this time of year invites reflection—not only on the milestones we’ve helped our clients work towards, but on the legacy we’re building together. Whether it’s guiding families through year-end financial decisions or supporting local initiatives that uplift our community, we remain steadfast in our mission to serve with heart, clarity, and purpose. Thank you for continuing to trust us as your partners in generational success.

Autumn has settled in across the region, and we’re reminded of the importance of preparation, gratitude, and community. At Boggs & Company, this season marks a time to reconnect—with our clients, our values, and the legacy planning that brings clarity and confidence to families across generations. From celebrating local history at the Whiskey Rebellion to supporting meaningful causes through our partnerships, we remain committed to serving with a relentlessly proactive approach. Thank you for being part of our extended family.

As summer winds down, we’re turning our focus to strategies that help you protect what matters most—your legacy and your livelihood. This month’s featured articles offer practical guidance for both individuals and entrepreneurs. “9 Essential Processes to Probate-Proof Your Estate Planning” outlines key steps to help your loved ones avoid the stress and cost of probate, from creating living trusts to leveraging beneficiary designations and joint ownership strategies. For business owners, “Fortifying Your Business: Asset Protection Essentials for Entrepreneurs” explores how to shield personal and
business assets from legal and financial threats through smart entity structuring, insurance, and professional guidance.

Summer is here, and we’re excited to bring you the latest updates, insights, and celebrations from our team. This month, we’re reflecting on four years in business, honoring milestone anniversaries, and supporting important causes. As a reminder, our office will be closed on July 4th in observance of Independence Day—wishing you a wonderful holiday with family and friends!

Welcome to May! This month, we’re doing things a little differently—we need your input! Your insights are invaluable in helping us continue to provide the best
financial guidance and services, so we’re asking for your feedback through a brief survey.

You can complete the survey in the newsletter and send it back through the mail (return envelope enclosed!) or conveniently scan the QR code to submit your responses online. The more feedback we receive, the better we can tailor our approach to serve you and our community. We truly appreciate your time and look forward to hearing from you!

Welcome to April—It’s Financial Literacy Month! This month, we’re diving into topics that highlight the importance of planning for you and your loved ones’ financial futures. Be sure to check out our featured articles for valuable insights. Don’t miss our In Case You Missed It section, where we recap what is happening around Boggs and Company. As we celebrate Financial Literacy Month, let’s continue to grow, learn, and make empowered financial decisions together. Thank you for being a part of the Boggs and Company community!

Welcome to March! We at Boggs and Company are invigorated by the spirit of renewal that comes with the first day of spring. This month, we celebrate Women’s History Month by acknowledging and honoring the incredible contributions of women within our firm and across the finance industry. With over 75% of our team comprising talented women, Boggs and Company proudly stands as a female-centric organization.

We’re getting closer to tax deadlines for 2025. We encourage you to schedule an appointment with your advisor to ensure you’re prepared and maximizing your
financial opportunities. Let’s embrace this season of growth together!

The start of a new year brings a renewed sense of possibility and a chance to refocus on what matters most. At Boggs and Company, we’re here to help you navigate the road ahead, whether that means revisiting your financial goals, exploring new opportunities, or simply staying informed about the ever-changing economic landscape. In this month’s newsletter, we’re sharing insights to help you start the year strong and tips to keep your financial plans on track. Let’s make 2025 a year of meaningful progress together

We hope your holiday season has been joyful, relaxing, and full of peace! It’s been another great year for Boggs and Company Wealth Management, and we have our wonderful clients to thank. Your trust and partnership throughout 2024 has been our driving force throughout the year as we’ve grown and expanded our service offerings. May 2025 be as fun and fruitful as 2024 – we look forward to the journey!

We hope you have a wonderful Thanksgiving filled with gratitude and joy. Here at Boggs and Company Wealth Management, we’re thankful for each of you and the trust you place in us year-round. With the holiday season fast approaching, it’s a great time to check in on your financial plans before the December rush. Our team is here to help you prepare and stay on track, so you can enjoy a joyful and financially confident holiday season. Wishing you peace and prosperity as we look forward to the close of another year!