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How 2023 Will Affect Your 2024
There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy.
U.S. News and World Report article, 7 Things Retirees Should Be Thankful for This Year nicely describes some of 2023’s positive financial news.
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Scotland’s National Animal is the Unicorn
Unicorns have been linked to Scotland for centuries. In Celtic mythology the unicorn was a symbol of purity and innocence, as well as masculinity and power. Tales of dominance and chivalry associated with the unicorn may be why it was chosen as Scotland’s national animal. While the animal is mythological, unlike our Bald Eagle, the ideals it represents are what make it a similarly great national animal because like this proud beast – Scots would fight to remain unconquered.
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Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directive(s), a will, and a letter of instruction.
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There is no clear-cut answer as to whether you should convert your IRA. We recognize the importance of this decision and have assembled a team of financial professionals to assist you in answering the key questions.
Our team will provide a custom analysis to determine if a Roth conversion is right for you. We will guide you through the process in the most effective manner possible to help ensure your financial security.
Please call and schedule a meeting to get your Roth IRA Conversion Analysis Report. In our meeting, we will discuss these important impending changes in order to gain the information and tools you need to make a timely, educated decision about the new Roth IRA conversion opportunities.
Please call 440-942-1936 today!
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https://www.visitscotland.com/inspiration/culture/national-animal unicorn#:~:text=The%20unicorn%20in%20the%20history,chosen%20as%20Scotland's%20national%20animal
Investment advisory services are offered through Lifeguard Advisors LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through The Lifeguard Insurance Agency, Inc. dba Lifeguard Financial, an affiliated company.
Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Lifeguard Financial is not affiliated or endorsed by the Social Security Administration or any government agency.
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Mentor, Beachwood, Independence
Columbus, Westlake Naples, FL
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