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Happy Mother's Day!

Happy Mother's Day!

Happy Mother's Day to all the incredible moms out there, whose love and strength shape our lives every day and often in undetectable ways. Let us also pause to remember and honor the brave people who made the ultimate sacrifice for our country.

This month's edition of Inside Your Wealth highlights spring's symbol of new beginnings and the opportunity to reflect on the past. aa

Financial Literacy Month!

Financial Literacy Month!

April marks Financial Literacy Month, presenting an opportunity to discover how minor adjustments in your daily spending habits can significantly impact your financial situation. Implementing a simple budgeting strategy could lead to substantial savings for the future.  Check out the money tips in this issue and more importantly, join our 'LUNCH and LEARN' sessions coming up soon!  Seats are limited, save your spot now!

April 12 - The Power of Advanced Estate Planning - Building Your Legacy for Generational Wealth

May 17 - Prepare for a Healthier Future 

Celebrating Women Today and Everyday!

Celebrating Women Today and Everyday!

We celebrate YOU for all the hats you wear, as a mother, sister, spouse, daughter, ally, or confidant. As we forge ahead and honor all women before us, let's continue to touch lives in our unique ways, big or small, break barriers, and pave the way for the next generation of women.

Happy Valentine's Day!

Happy Valentine's Day!

This month, we're celebrating American Heart Month, spreading love on Valentine's Day, and embracing the joy of Chinese New Year. We hope you find inspiration from this issue that focuses on taking care of yourself, your finances and the people you care about deeply. Check out our quick tips on Getting Married and On the Move that you or your friend may find useful.

Wishing you a month filled with joy, laughter, and the sweet embrace of love. Happy February!

Jumpstart Your Resolution!

Jumpstart Your Resolution!

As we observe Mind-Body Wellness and National Compliment Days in January, it is a wonderful reminder to develop a positive outlook and open mindset.

Recognize how you have grown in the past year and use that as your motivation to reach your lifestyle and financial goals for 2024. Focus on the little things that bring you joy and move past those that do not add value to your life.

This issue is full of actionable tips and quick reads to help kickstart your 2024!

2023 Holidays

2023 Holidays

I believe that the people in our lives make us who we are, enriching our experiences and giving our days meaning. Taking the time to share a special moment with them is one of life’s greatest experiences. I wish you more opportunities to have and recognize these moments that define us.

So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give thanks, too, for those who may be far away and those who have passed into our sweet memories.

May you find inspiration in this Holiday issue of Inside Your Wealth as you take steps to support and provide the best for your family and the causes you care about deeply.

Happy Holidays from our family to yours!

Legacy and Estate Planning: Preparing for the Future

Legacy and Estate Planning: Preparing for the Future

Time waits for no one, and as such, it's important for families to review their wealth transfer and Financial House strategies. Legacy and estate planning is a complex topic that can be challenging to navigate, but it's crucial to ensure that your assets and estate are well-documented and prepared for the future.

As we collaborate with our clients, we often hear that they are worried about leaving a legacy to their children, grandchildren and causes they care about deeply. There is no perfect age to start your estate plan, but today would be a great time to begin to take action.

The Middle Ground Between Summer and Fall

The Middle Ground Between Summer and Fall

Did You know?

The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of season, and minerals the coming of fal colors and celebrations.

Enjoy the change of seasons, read our latest issue and may the says ahead be warm and wonderful!

When Should I Retire?

When Should I Retire?

As we collaborate with our clients, this question is often asked during our initial conversation. For the Summer issue of Inside Your Wealth, we decided to highlight articles that inspire and provide you some insights, as well as possible answers as you design your ideal retirement lifestyle.

Let us also celebrate the freedom, courage, and unity that define our great nation. Wishing you a day filled with pride, joy, and rejoice in the blessings of independence!

Empowering Education

Empowering Education

This time of the year presents an excellent opportunity to understand the various areas of college preparation, especially its impact on your (and your student's) financial future.  I hope you get some useful tips from this special issue plus tips as you prepare for the great outdoors.

To our 2023 graduates: Congratulations!

Your Health Is Your Wealth

Your Health Is Your Wealth

Let's take steps to prioritize being in our best health through regular exercise, balanced nutrition, adequate sleep, and staying social.  Let's spend more time to enjoying the outdoors and perhaps exploring the glorious National Parks that we have been gifted with. Check out our tips when you travel - and what to travel without! Plus - check out the staff favorite - Mastering Mobile Lingo.

Looking Forward To New Beginnings For 2023

Looking Forward To New Beginnings For 2023

It’s time to enjoy nature, the outdoors and more active living! Have you tried playing pickleball yet? Check out our article on pickleball!
This month, we close off tax season with a few more tips for you to consider so you may have a smooth ride this year. We are pleased to announce our first live Savvy Women Spring Social on May 12. We are super excited to be able to host this event for our Savvy Women Community.
As always, our team is excited and dedicated to bringing you the latest insights, trends, and tips in our industry, alongside engaging stories that capture the spirit of spring that may inspire you to take action.

It’s Tax Planning Season! What You Need to Know for 2023….

It’s Tax Planning Season! What You Need to Know for 2023….

Tax season is a great time to take stock of your expenses for home, car insurance and monthly expenses that just get paid without any analyses on need or function. This season may have some differences from the prior three years due to:

Stimulus payments, Pandemic tax breaks-like the child tax credit; Earned income tax credits among other benefits derived to support us during and after the pandemic.

Read on the full issue for more information.

Secure Act 2.0 : Provisions that may impact you and your retirement plans

Secure Act 2.0 : Provisions that may impact you and your retirement plans

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.

Make 2023 Extraordinary

Make 2023 Extraordinary

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.

Thank you for your trust and support as we serve and help you, your families and your businesses in 2023. 

Thank you for your trust and support as we serve and help you, your families and your businesses in 2023. 

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!

Your Estate Journey - Special October Issue

Your Estate Journey - Special October Issue

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

Enjoy and Thrive as Summer Transions to the Fall Season - Fall 2022

Enjoy and Thrive as Summer Transions to the Fall Season - Fall 2022

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.

Covering Your Bases - Summer 2022

Covering Your Bases - Summer 2022

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 - June issue

Staying Positive - June issue

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.

One Day at a Time - May Issue

One Day at a Time - May Issue

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!

Thrive in Chaos - April Issue

Thrive in Chaos - April Issue

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:

Celebrating Women - March Issue

Celebrating Women - March Issue

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.

What Will Your Legacy Be? - February Issue

What Will Your Legacy Be? - February Issue

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.

Welcome 2022 - January Issue

Welcome 2022 - January Issue

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! 

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