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FINANCIALLY FOCUSED

June 2024 Newsletter

What You Should Know Before You Retire

 

When preparing for retirement, it can be helpful to pick up some tips from those who are already retired.


An AARP article, 6 Things I Wish Someone Had Told Me Before I Retired, has some excellent insights.

 

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Look out for the Strawberry Moon this June!

June’s full Moon, often known as the Strawberry Moon, is not named for its color or shape, but for its alignment with strawberry season. The Moon can appear reddish near the horizon due to atmospheric conditions. This year's Strawberry Moon falls on Friday, June 21.1

What to Do When You're One Year From Retirement

 

Let’s next look at some strategies for when you’re a year away from retirement. Finding yourself just a year away from retirement is exciting, but don’t let that excitement distract you from some of the final steps you should take before your big day.


An Investopedia article, The Most Important Money Steps to Take the Year Before Retirement, provides some good insight.

 

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Panna Cotta

 

Panna cotta is a simple yet elegant dessert that's quick to make and can be prepared in less than 30 minutes. Unlike crème brûlée, it requires minimal effort and can be refrigerated for up to a week before serving. Its creamy texture makes it an ideal make-ahead option for a stress-free dinner party, topped with various options like fresh fruit, compote, or chocolate syrup.

 

Dive In!

 

https://www.almanac.com/content/full-moon-june

 

The individual sending this communication offers securities and investment advisory services through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Tennyson Insurance Solutions. Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency. This Email is being sent by or on behalf of a dually Registered Representative and Investment Advisor Representative. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. The presence of this email shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Please be advised that you may conduct securities transactions only by speaking directly with your Registered Representative and/or Investment Advisor Representative. To help protect your privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.

Our Founder

Roger Tennyson

895 Dove St Suite 300
Newport Beach, CA 92660
Ph: (714) 397-2906
Ph: (843) 422-7532


Email:roger@twealthinv.com
Webwww.twealthinv.com

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