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FINANCIALLY FOCUSED
May 2024 Newsletter
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OPTIMUM INSIGHTS for May 2024
With the “summertime” travel season starting soon with Memorial Day being that official start of summer and coming soon, we have a great resource to share and to help You & Your Family while travelling: Travel Health and Trip interruption Benefits to protect both You and Your trip in case things don’t go as planned. And especially for clients that are of Medicare age (65 and older), Medicare benefits stop at our borders, making this important to know for Your travels if going out of the country. Before Your trip check out the benefits that are available, these are priced per trip and plans are reasonably priced. Everything You need is online thru an easy to use website. Please save the link below for Your travels:
https://producer.imglobal.com/international-insurance-plans.aspx?imgac=80001113&app_method=2&svi=1
We wish everyone has a great travel season with lots of great memories.
As always if you have any questions feel free to reach out to us at any time as we are always happy to help.
Thank you!
Duane, Donna, Jessica, Cameron
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The Future of Social Security
Many Americans are concerned about the future of Social Security because for a lot of people, Social Security income is one of the most important elements of their financial strategy for retirement.
An Investopedia article, What Will Social Security Look Like When You Retire? presents some information that I think will help us discuss this very point. First, it addresses Social Security’s future.
Read More
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The Origin of Mother's Day
In 1914 (at the start of World War I), with help from Anna Jarvis (an activist who didn't have any children of her own) Woodrow Wilson officially declared a United States national holiday. It is celebrated on the second Sunday in May.1
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Charitable Donations Can Be A Win-Win
Making a donation to charity directly from your IRA is a financial step that doesn’t always get a lot of publicity, but a U.S. News and World Report article, How to Donate to Charity From Your IRA, shows why it may be a good option for some people.
A qualified charitable distribution is an IRA withdrawal that’s paid directly from your IRA to your chosen qualified charity.
Read More
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Cinnamon Roll Overnight Oats
It takes just minutes to assemble this healthy no-cook breakfast, and you'll have meal-prepped grab-and-go breakfasts on hand for the rest of the week.
Get Cooking!
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1 https://www.madewithhappy.com/may-fun-facts/
Advisory services are offered by Optimum Wealth LLC a Registered Investment Advisor in the State of New Hampshire. Insurance products and services are offered through Optimum Financial LLC dba Optimum Benefits, an affiliated company. Optimum Wealth LLC and Optimum Financial LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.
Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
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