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THE OFFICIAL NEWSLETTER OF FULLERTON FINANCIAL PLANNING NOVEMBER DECEMBER 2021 HOLIDAY EDITION

Table of Contents 02 TABLE OF CONTENTS Welcome to the newest edition of our Newsletter 03 NEW YEAR NEW FRIENDS Save the date for our upcoming client and friends event 04 HARVEST OF THANKS Save the date for our upcoming client event in November 06 MEET YOUR NEW TEAM MEMBERS Come meet and learn a little about some new faces here at Fullerton

FULLERTON FINANCIAL PLANNING NEW YEAR NEW FRIENDS SAVE THE DATE TUESDAY JANUARY 4 2022 We want to bring in the New Year with you AND your friends Do you know someone that would be a great fit for the Fullerton community Bring them to happy hour on January 4 More information to come

CLIENT APPRECIATION BIKE AND TOY DRIVE HARVEST OF THANKS SATURDAY NOVEMBER 20 2021 10 AM TO 1 PM Fullerton Financial will be hosting our annual client event Enjoy the sounds and tastes of the season with some live music small bites from food trucks and a Kid s Zone for your grandkids all while helping underserved school children and an amazing cause We once again have an incredible opportunity to bless a child in need and we invite you to help us by bringing a new unwrapped toy or bike with you Monetary donations will also be accepted through Fullerton Foundation RSVP AT FULLERTONFP COM HARVEST

HELP US GET TO 200 BIKES 200 TOYS

5 Blind Spots You May Be Missing in Retirement You re probably familiar with blind spots when driving You might be trying to change lanes and then you hear a loud horn and realize there s a car right there in your blind spot It s a terrible feeling and it can be frightening And just like driving when it comes to retirement planning there are some equally concerning blind spots to be aware of We wanted to cover the five biggest blind spots you may have when facing retirement so you can avoid them and live your dream retirement The first blind spot is not knowing your number And that really could be many different numbers For instance have I saved up enough money needed to sustain the kind of life that I want in retirement And then how much do you owe going into retirement Or here s another one how much income do you need after taxes Not knowing those numbers can be a big blind spot Here at Fullerton Financial Planning we help you find your numbers so you can have confidence in retirement When the Social Security Administration was created and the idea of retirement was institutionalized retirement generally lasted maybe ten years give or take You didn t need your retirement income to last very long But so much has changed and now we re living much longer than previous generations It s important your retirement income can go the distance Not factoring in longevity risk is another common blind spot that tends to trip people up We help make sure you have a retirement income plan designed to last as long as you do Another blind spot that catches people off guard is relying on old strategies for a modern retirement The world is constantly changing As you know pensions are becoming a thing of the past and old rules of thumb that used to work in retirement are no longer effective Ask yourself are you talking to an advisor using modern solutions Do they have their pulse on the latest strategies and innovations to help you get to the finish line with confidence And here s another blind spot you might not be aware of not seeking out the right financial advisor You know it seems like there s a financial advisor on every corner How do you find the right one Are you working with the correct advisors for your stage of life Do they care about helping you create a comprehensive plan or are they simply selling a product Are they focused on growing your money or do they understand what it takes to generate income in retirement Finding the right advisory firm is very very important Don t let that be a blind spot to you And the final blind spot is waiting too long to plan If you don t have a plan guess what Today s the day At Fullerton Financial Planning we believe strongly in planning for the future It s planning not products or fancy gimmicks that will help you achieve all you want out of retirement Remember a written well thought out plan is crucial And if you don t have one make today the day you reach out to get started Don t let these five blind spots trip you up on your road to retirement Read more at FullertonFP com Blog

MEET YOUR NEW Team Members RETIREMENT Resources We believe that one of the most valuable things in the world is our ability to grow and learn Knowledge is one thing that no one can take away from you so as you continue to navigate the unknowns of retirement spend some time educating yourself on topics that can provide you clarity Whitepapers Find helpful investment retirement and financial planning documents made to help you succeed Blogs Read the latest financial news and updates from the Fullerton Financial team Blogs are updated on a biweekly basis ur is Yo s What Christma e rit Favo Song Nathan Faldmo CFP Investment Advisor Representative Too hard to pick one the song depends on the scenario O Holy Night jamming in my car Where Are You Christmas feeling sentimental Little Drummer Boy harmonizing boy band singing Any song that talks about mistletoe when I m around my wife Romney Harker Investment Advisor Representative I d say my favorite Christmas song is Mary Did You Know This song is perfect for the Christmas season as it brings peace and fills me with wonder It causes me to ponder the true meaning of Christmas and prompts me to share the Christmas spirit with those around me Alex Jennings Seminars Webinars Join us for one of our webinars or seminars We ll be discussing important market trends and retirement action steps Scan the QR Code to go directly to the resource library on our site First Impression Concierge My favorite Christmas song is Baby It s Cold Outside specifically the version from Elf I love Buddy the Elf and his perspective on life his love for other people There s room for everyone on the nice list Buddy Amy Dixon First Impression Concierge My favorite Christmas song is I want a hippopotamus for Christmas I like this song because it is childlike and light hearted It gives me a sense of joy Christmas in general is a time of joy for me as I celebrate the birth of Jesus and who he is to me Penny Hermans Servicing Associate My favorite Christmas song is Mele Kalikimaka and I love Mariah Carey Christmas music and Manheim Steam Roller music

As Seen Heard On Watch us weekly on Saturdays on 12News at 4 30 am and on Sundays on CBS Channel 5 or KUTP FOX 10 Extra at 09 30 am Listen to us on 92 3 KTAR FM on Saturdays at 1 00 pm or Sundays at 6 00 pm Stream the Fullerton Financial Hour podcast on both Apple Podcast and Spotify Watch us nightly on NBC Channel 12 News Grab Stephanie Fullerton s book Living a Happy Healthy Inspired Retirement Your Definitive Guide available in our office or online at Amazon com Let s Get Social FACEBOOK INSTAGRAM LINKEDIN facebook com fullertonfi nancialplanning instagram com fullertonfin ancialplanning TWITTER YOUTUBE linkedin com compan y fullerton financialplanning twitter com fullertonfp youtube com Search Fullerton Financial Planning Contact Us Corporate Phone 623 974 0300 Tempe Phone 480 912 4500 Fax 623 974 0330 Email Info fullertonfp com Corporate Office Tempe Office 14155 N 83rd Ave Suite 144 Peoria AZ 85381 600 E Rio Salado Pkwy Suite 102 Tempe AZ 85281 Fullerton Financial Planning FFP is an independent financial services firm and uses a variety of different investment methods Investing involves risk including the potential loss of principal By contacting FFP you may be provided strategies that utilize insurance products those guarantees are backed by the financial strength and claims paying ability of the issuing insurance company Investment advisory services are offered through Kingdom Financial Group LLC KFG an SEC Registered Investment Advisor KFG maintains a co advisory relationship with AE Wealth Management Neither the firm nor its agents provide tax or legal advice The information contained is for educational purposes only and does not intend to make an offer or solicitation None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product