FINANCIALLY FOCUSED

April 2025 Newsletter

Building a nimble strategy

No matter how squared away you think your financial strategy is, it’s probably not a bad idea to have backup you can pivot to if circumstances require it.

A Kiplinger article, You Need a Retirement Contingency Plan: Five Steps to Get It Done, has some excellent insights about how you may be able to prepare your assets for future economic uncertainty and personal change.

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Bananas are Radioactive

Bananas contain the natural isotope potassium-40, making them slightly radioactive. The human body contains roughly 16mg of potassium-40 making you 280 times more radioactive than a banana. Not to worry, any excess potassium leaves your system within a few hours!1

Yes, you need an estate plan

Whether you’re a millionaire or the sum of your assets is decidedly non-millionaire-like, the fact is you likely need an estate plan — because almost everyone needs an estate plan! A Kiplinger article, Ten Common Estate Planning Mistakes has some excellent insights.

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Apple-Maple Glazed Ham

Get Cooking!

1 https://www.sciencefocus.com/science/fun-facts

Advisory services are offered through Gateway Financial & Estate Planning, Inc., a Registered Investment Advisor in the State of Idaho. Insurance products and services are offered through Gateway Insurance Services, Inc., an affiliated company. Gateway Financial & Estate Planning, Inc.and Gateway Insurance Services, Inc.are not affiliated with or endorsed by the Social Security Administration or any government agency.

All written content is for information 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, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.