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FINANCIALLY FOCUSED

March 2025 Newsletter

Five common beneficiary designation mistakes to avoid

 

There are several beneficiary designation mistakes just waiting to trip you up. A Kiplinger article, Beneficiary Designations: 5 Critical Mistakes to Avoid offers some very useful information.

 

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There’s Actually No Green Pigment in Green Eyes

 

They are an unusual blend of light brown and yellow pigments with some Rayleigh scattering - which is the dispersion of light as it bounces off of air molecules. So, in a way, when we see green eyes, it’s an optical illusion. If you know anyone with green eyes, you can let them know it’s also one of the rarest eye colors in the world.1

Building a wealth plan

 

A complete and personalized picture of your current and future finances using several planning concepts that consider risk and the potential length of your retirement, is often one of the best financial moves you can make.

 

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Lemon Tart

 

This sunshiny lemon tart recipe will make everyone smile. It is a simple treat with intense citrus flavors, and it can be easily decorated for elegant events.

 

Get Cooking!

 

1 https://thelittlebookofcolour.com/5-fun-facts-about-the-colour-green/

 

Investment Advisory services offered by duly registered individuals through CreativeOne Wealth LLC a Registered Investment Adviser, CreativeOne Wealth LLC and Senior Advisory Group, Inc are unaffiliated entities. Senior Advisory Group is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is provided by Gradient Positioning Systems, LLC for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned. The information presented was obtained from sources and data considered to be reliable, but its accuracy and completeness is not guaranteed. It should not be used as a primary basis for making investment decisions. Clients should consult with Daryl Fuchs for advice concerning their particular situation and consider their own financial circumstances and goals carefully before investing. Licensed Insurance Professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principle.

Daryl Fuchs

© Senior Advisory Group
1140 North Lincoln Ave
Loveland, CO 80537
T: (970) 669-1821
E: daryl@senioradvisory.com

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