Happy Holidays from All of Us at Kaydan Wealth Management
As we reflect on the past year, we are filled with gratitude for the relationships we share with our clients. You inspire us to do our best every day, and we are honored to be a part of your financial journey. During this holiday season, we wish you and your loved ones joy, peace, and all the things that make the holidays truly magical. From our family to yours, may this season be filled with cherished moments and lasting memories. Thank you for being a part of our Kaydan Wealth family. Here’s to a bright and prosperous New Year together!
Office Holiday Hours
We know this time of year is busy, and we want to make sure you have all the information you need to plan ahead and contact us. Please note our holiday office hours:
- Christmas Eve (December 24th): Closed
- Christmas Day (December 25th): Closed
- New Year’s Day (January 1st): Closed
The financial markets will also be closed on Christmas Day and New Year’s Day. As always, you can access your accounts 24/7 via the Client Access link on our website. If you have any questions or need assistance during the holiday season, please don’t hesitate to reach out. Wishing you a wonderful holiday season filled with peace of mind and joy.
One Warm Coat Drive Recap
This year marked the 11th Annual One Warm Coat Drive, and we’re beyond grateful for the outpouring of support from our clients, team, and community. Together, we achieved:
- 308 coats donated
- $900 in monetary contributions
- 13 warm blankets
- Two large garbage bags of gloves, hats, scarves, and earmuffs
Special thanks to:
- A compassionate client who extended our coat drive to their office, Telecom Management Resources, inspiring their coworkers to contribute additional coats and blankets, multiplying the impact of our efforts.
- Two extraordinary young girls, Alexa and Natalie who found out about our drive last year and decided to use their gift card to buy coats for those in need. This year, they collected and donated a dozen coats. We’re excited to have them back this year and hope to make a difference with them again next year.
Girl Scout Troop #78034, who returned this year to make the drive extra special. They dedicated their time to meticulously counting and organizing the donations, writing heartfelt pocket notes of encouragement to include in each coat, and preparing everything for delivery.- Danielle Howard for organizing our coat drive and ensures this its success year after year. To Jim and Dena Kruzan for their generous coat donation match. And to our KWM team members who helped shop for new coat donations and deliver our coats to Carriage Town Ministries. Every little bit helps make an impact and we’re proud of our entire team’s commitment.
This year’s drive truly showcased the power of community. Your generosity and kindness remind us why this tradition means so much. Thank you for making a difference.
Charity: Water Update
We’re thrilled to announce the completion of our second water well and pump project in Mkukula, Malawi, Africa. This initiative began in 2022 and culminated in November 2024, bringing fresh, clean water to 520 people in the Mkukula community. This life-changing project will improve health, reduce travel time for water collection, and empower the community to thrive.
This year, in lieu of traditional holiday gifts, we are once again donating to another water project through Charity: Water in honor of our clients. It’s our way of saying thank you while making a meaningful global impact. Click here to see the well’s location and learn more about its transformative effects.
Celebrating Our Team
Our team is the heart of Kaydan Wealth Management, and we’re thrilled to celebrate some special milestones this month:
- Jen Slater (Anniversary: December 3rd, 6 years)
- Shawn Reszczyk (Anniversary: December 5th, 24 years!)
- Danielle Howard (Birthday: December 12th)
- Amanda Barger (Birthday: December 15th)
- Mat Britt, CMT® (Anniversary: January 2nd, 11 years)
- Darren Brennan, CFP®, CRPC® (Anniversary: January 12th, 8 years)
We are grateful for their hard work and dedication, which continues to elevate the Kaydan Wealth experience for our clients.
The Retirement Engineer Podcast
Have you subscribed to The Retirement Engineer Podcast? It’s packed with invaluable insights, expert interviews, and actionable advice to help you design your dream retirement.
This year, we wrapped up with a Best of 2024 recap, highlighting the most impactful episodes and guest appearances. Listen here. As we plan for 2025, we’d love your feedback on the podcast over the last year and your input on topics and guests you’d like to hear from. Subscribe now and share your ideas with us in this survey!
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