FINANCIALLY FOCUSED

February 2024 Newsletter

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.

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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Basil-Butter Steaks with Roasted Potatoes

A few ingredients and 30 minutes are all you’ll need for this incredibly satisfying meal. A simple basil butter gives these steaks a very special taste.

Get Cooking!

https://www.visitscotland.com/inspiration/culture/national-animal unicorn#:~:text=The%20unicorn%20in%20the%20history,chosen%20as%20Scotland's%20national%20animal

Jeffrey Bird and Ronald Bird offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Financial Concepts, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jeffrey Bird and Ronald Bird, independent agents.

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