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FINANCIALLY FOCUSED
May 2024 Newsletter
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PLACEHOLDER SECTION - remove content not needed. If you add things here be sure to send back to compliance
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Educational Seminars (SB was here)
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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.
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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.
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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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