As the most joyous season of the year draws near, I offer you my sincerest wishes for an enjoyable holiday. Season’s greetings to you and to those near and dear to you, as well as best wishes for a happy, healthy, and prosperous new year. May the years which lie ahead bring satisfaction and happiness in all aspects of your life.

It is indeed with gratitude that I look back upon the past year and thank you for allowing me to be a part of your team and network.

My team and I look forward to being a vibrant and valuable part of your world as we move into a new year.

Best wishes for the season from my family to yours,

Kristin, Steve & Spencer

This e-newsletter is designed especially for my clients and close associates. It is sent to you with the hope you will gain helpful investment knowledge. Think of this as your e-newsletter, so if you have any questions or suggestions for upcoming issues, please call or e-mail me or anyone on the Quest Team.

I also want you to think of this e-newsletter as an invitation for us to get together. I know that in order to help you develop an effective financial plan, I need to continually understand your situation, your challenges, and what is important to you.

Finally, thank you for your trust and confidence in me and my staff. I appreciate your loyalty and enjoy our relationship. Thank you, too, for those you referred to me. It is a wonderful compliment to know you are pleased enough with my services to recommend me to your friends and family.

I look forward to continuing our relationship in the future.

Best Wishes from the Quest Team,

Steve Stanganelli
Bob Dubee
Meg Curry
Christine Kim
Kerry Cappucci

I’ll Give You 20 Years of Mine…

…and you’ll walk away with peace of mind knowing you’ve learned and integrated most everything you need to know to navigate a successful retirement.

Join us on the third Wednesday of every month from 7:00pm-9:00pm at our offices in Lynnfield for our RETIRE IN A DAY© workshop.

Seating is limited. Please call us at:

781-224-3456 or toll free at 888-323-3456.

In our RETIRE IN A DAY © Retirement Rescue Workshop, we help people answer questions like:

* How can I protect my money and still have it grow?

* What do I need to do now to get back on track?

* When can I retire?

* Will I have enough money?

* How much can I take out?

* Am I invested correctly?

* Will I be able to meet my health care costs?

* How do I increase my income to beat inflation?

* Should I take Social Security now or later?

* How long will my money last?

* How will I be taxed in retirement?

* Is active or passive investment management better?

The program airs each Saturday morning from 9 AM to 9:30 AM on North Shore 104.9 FM and podcasts can be downloaded of past shows by visiting the Quest website.

Recent topics have included:

* Divorce Financial Planning - First Steps to a Fresh Start

* Retirement Investing: What You Need to Know Before You Say Good-Bye to Your Paycheck

* Paying for College Without Going Broke

Steve and his co-host, Bob Dubee, CPA, CFP also answer questions from listeners on any financial topic.

My goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to a team of experienced professionals that cares about making your dreams a reality - regardless of the size of your portfolio.

I work with retirees, busy professionals and growing families who are motivated to achieve financial success or need help with the challenges that result from a life changing event. My practice encompasses investment management, college funding, estate planning and divorce analysis.

For more than 20 years I have been coaching individuals and organizations on ways to improve and protect their personal or business bottom line. I am never too busy to help you or someone you know and care about.