Inside Your Wealth - Digest

The Secure Act 2.0 is now law. How does it impact your Financial House and your retirement planning? This new law has several benefits that may support both your retirement savings and distributions. Take a look at our summary of these important benefits in this month's letter.

Welcome to the New Year! We are excited to catch up with you and hear all about your holiday adventures and stories! Our first issue of 2023 focuses on your Bigger, Bolder and Brighter intentions.

We welcome this year’s Holiday Season with renewed joy and hope. We look forward to reconnecting with each of you in the New Year and catching up with our holiday stories. 

Best wishes for a Wonderful Holiday Season!

October 17-23 is National Estate Planning Awareness Week.  This is a great time to review, reassess and perhaps adjust as we enter 2023.

With the Fall (Autumn) season, comes the transition of your social
activities from beach time, barbeques and sports to indoor dinner
parties, sports nights and the annual upcoming Holiday planning from
Halloween, to Thanksgiving and through the December Holidays.

In this Summer Inside Your Wealth, we want to highlight the importance of re-viewing your Wills and Trusts, as well as share with you some practical tips when you lose a beloved.

Staying positive these days is a lot easier said than done. Inflation is running hot, gasoline prices are up, interest rates are climbing. One approach that may help is separating issues into what you can and can't control. With investing, for example, you can control your short-term goal and your long-term target.

May 2022

May is a wonderful month as we celebrate and honor our mothers during this month and throughout the year. Kahil Gibran said, “Mother: the most beautiful word on the lips of      mankind.” We wish you all a very Happy and Joyful Mother’s Day!

April 2022

In a world becoming more interconnected and technologically focused, we all feel like our lives are speeding up, not slowing down. With a million things pulling us in opposite directions, it’s easy to be distracted and let once-prominent goals slip right between our fingers. It’s easy to lose the path you once set out or have other issues become prevalent for a time; however, doing so for so long uncovers two simple truths:

March 2022

In March we celebrate International Women’s Day and Women’s History Month first observed in 1911. The goal is to highlight and recognize women’s achievements in all spheres, and to bring attention to important issues such as gender discrimination that continue to exist.  We celebrate this month to recognize women’s social, economic, cultural, and political achievements.

Feb 2022

We’re all used to end-of-year celebrations.  We don’t often acknowledge how full the beginning of a new year brings more opportunities to celebrate culture, historical figures, trophy events, and the love of family and friends.  All that can brighten our February days.

Jan 2022

Is it that time of the year again to make New Year resolutions? I’ve had some  time to think about my own and realized how important it is to set the pace to accomplish them. If you’re like many, we end the year only to realize that we’ve abandoned the original New Year’s resolution, then set a new one for the upcoming year. So, let’s take control of 2022 by setting realistic goals and not   forgetting about them. Make a    promise to yourself that you will check back on the list and reflect. Cheers to 2022!