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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

 

Jeffrey Bird and Ronald Bird offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Financial Concepts, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jeffrey Bird and Ronald Bird, independent agents.

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, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.

Financial Concepts, Inc, Jeffrey Bird and Ronald Bird and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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