FINANCIALLY FOCUSED
September 2024 Newsletter
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As we move and change from the official summer season after Labor Day into the Fall Season we hope everyone had a great summer!
One of the important months for all of us is September, officially “Life Insurance Awareness Month”. Life Insurance has been referred to as the foundation for Your Financial Plans, just as You would not start building a home by constructing the roof first, the foundation is very important as that holds up the walls and the roof for your home. The same is true of Life Insurance, it protects what you have built and provides a solid foundation that protects your financial “home”. There are a lot of resources and information out there, some good and some not so good in regards to Life Insurance but here is a great resource to share to learn more:
https://lifehappens.org/life-insurance-101/
This is also a good reminder that if You have Life Insurance You should review it periodically to make sure it is meeting your ideal goals and details such as Your beneficiaries are correct and structured properly.
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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Here's How to Retire Early
For those who want to retire well before the typical age of roughly 65, the Financial Independence, Retire Early — or FIRE — technique is gaining popularity. A Kiplinger article, How to Retire Early in Six Steps, nicely articulates how the FIRE technique can help you reach your goal of retiring when you want to.
Read More
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Leaf Shapes: Nature’s Endless Creativity
Have you ever marveled at the breathtaking variety of leaf shapes? From the delicate lacework of fern fronds to the broad, sturdy blades of banana leaves, nature showcases an impressive range of leaf designs. Each shape is adapted to fulfill specific functions, such as maximizing sunlight absorption or minimizing water loss.1
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Pear, Walnut & White Cheddar Puff Pastry Tart
Gorgeous pear puff pastry tart with spicy cheddar cheese, toasted walnuts, and a drizzle of honey. This delicious, easy pear tart recipe makes the perfect appetizer for impressing friends & family and takes just 15 minutes to prepare! Serve warm or at room temp and watch guests devour.
Dive In!
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1 https://facts.net/leaf-facts/#:~:text=Leaf%20Shapes%3A%20Nature's%20Endless%20Creativity,-Have%20you%20ever&text=From%20the%20delicate%20lacework%20of,absorption%20or%20minimizing%20water%20loss.
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.
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