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September 2020 Newsletter

A Special "Thanks" To Our Clients That Referred Others To Us This Month!




 SWAN Song Financial Show

 

 

Hot Topic

Life Insurance Basics You Should Know

Many people use life insurance as a safety net that will allow family members to pay bills, go to college, or support a business in case of the insured’s untimely death.

Ultimately, the thinking is, if you’re the beneficiary on a life insurance policy, you could have some degree of protection for your financial future.​


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The History of Uncle Sam

Created during the 1830s, the famous cartoon was based upon “Uncle Sam” Wilson, a real-life man who delivered food to American troops during the War of 1812.

The “Uncle Sam” caricature was originally drawn to insult the United States government.¹ Countless political cartoons from his early life use him to mock everything from the country’s warlike nature to rampant political corruption.

During the presidency of Abraham Lincoln, however, people realized how alike the two looked. Lincoln’s popularity ended up completely flipping Uncle Sam’s reputation.
 

 

 

Tips & Tricks

How to Travel in Retirement Without Breaking Your Budget

With the right planning, you can have the retirement of your dreams, whatever that may be.

For many retirees, travel can be a big part of the vision they have for their post-work lives. But the question is, how can you conveniently and comfortably travel without breaking your budget? There is good news in the answer to that question. With an appropriate strategy, you can enjoy plenty of adventures without emptying your wallet.


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Easy Broccoli Cheddar Soup

A simple soup that doesn't compromise flavor!


Get Cooking

 



¹https://listverse.com/2017/10/10/10-popular-symbols-with-bizarrely-ironic-origins/

 

Investment advisory services offered through Golden Years Financial Advisors, Inc., a Registered Investment Advisor in the state of Indiana. Insurance products and services are offered through Golden Years Planning Services, Inc. and Anthony Financial Services, affiliated companies. Golden Years Financial Advisors, Inc., Golden Years Planning Services, Inc. and Anthony Financial Services 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.

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