Jenny Chappell CFP, CEPA

We believe in building smart plans for the future—and slowing down enough to enjoy mornings like this along the way. ☕️🚶‍♀️

On Fridays, we take time out of our busy morning to walk to coffee and enjoy time away from our desks. What does balance look like to you during the week?

We've been receiving a lot of questions about Roth conversions lately, especially with recent tax law changes prompting many to revisit their long‑term strategy. Our latest article covers:

We've been receiving a lot of questions about Roth conversions lately, especially with recent tax law changes prompting many to revisit their long‑term strategy. Our latest article covers:

- Why Roth conversions may still be beneficial
- How today's tax landscape could affect your decision
- Key factors to consider before converting

If you'd like help walking through personalized scenarios to see what a conversion could look like for you, we're here to guide you.

Roth conversions still shine after tax law changes crestviewwealthgroup.com

Teaching Money Skills at Any Age

A few points that really resonated with us:
✔️ Kids learn fastest through real-life examples and small responsibilities.
✔️ Teens benefit from hands-on budgeting and transparent money conversations.
✔️ Young adults need guidance with credit, savings habits, and long-term planning.
✔️ It's never "too early" or "too late" to build healthy money habits.

As leaders, parents, mentors, and community members, we have the opportunity to create a ripple effect—one financially confident person at a time.

💬 We'd love to hear: How did you learn about money growing up? And what do you wish someone had taught you sooner?

Infographic: Teaching money skills at any age crestviewwealthgroup.com

We're Hiring: Client Service Associate at Crest View Wealth Group!

Crest View Wealth Group is growing, and we're looking for a proactive, detail oriented Client Service Associate to join our team here in Reno.
This role is perfect for someone who loves helping people, communicates clearly, and thrives in a collaborative, client first environment. You'll support our advisors, help create exceptional client experiences, and keep our operations running smoothly.

If you or someone you know might be a great fit, we'd love to connect!
Send us a message or reach out directly for more details.

Bachelor's degree preferred
1–3 years of experience
Warm, professional, and organized
Enjoys working with clients and supporting a team

Join a firm built on integrity, reliability, and genuine care for the people we serve.

Wishing you joy, peace, and prosperity this holiday season. Thank you for trusting us to be part of your financial journey.

Visit us at www.crestviewwealthgroup.com to learn more about how we can help you plan for a brighter future.

https://www.raymondjamesconnect.com/ajUlvK

This season, my kids harvested mistletoe, tied ribbons, and shared it with neighbors—a simple gesture of love and connection. It reminded me that the most meaningful gifts aren't bought; they're prepared with care and given with heart.

Financial planning is much the same. It's about taking time today to prepare something lasting for tomorrow—something that brings security, peace, and joy to those you love.

Let's create a plan that feels like a gift to your future.

https://www.raymondjamesconnect.com/aAoSGF

If you've made philanthropy part of your financial plan, consider bunching charitable donations to maximize your tax savings. Learn how it works:

Giving with purpose – and planning crestviewwealthgroup.com

Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can help you navigate your options and make informed decisions.

Infographic: Navigating your Medicare enrollment crestviewwealthgroup.com

Happy Thanksgiving from Crest View Wealth Group!
This season, we're reminded of the importance of gratitude—not just in life, but in building a secure financial future. Thank you to our clients, partners, and community for trusting us to help you reach your goals.
Wishing you a holiday filled with joy, peace, and prosperity!
https://www.raymondjamesconnect.com/aqCL_v

Donating appreciated stock has benefits for you and your favorite charities. Learn how it works:

The impact of donating appreciated stock crestviewwealthgroup.com

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

Tax-saving moves to consider before year end crestviewwealthgroup.com