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October 2020 Newsletter

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




SWAN Song Financial Show

 

 

Hot Topic

Don't Overlook Legacy Planning

You have to be willing to get a little dark to talk about legacy planning. But the sooner you do, the better off you may be.

The lack of a legacy plan can cause chaos and stress for the people who survive us. This topic was the subject of a recent article from Investopedia, “Estate Planning: 16 Things to Do Before You Die.”¹ The article paints a clear picture of what you should do to make your passing easier on the people you care about. A few of the key points are highlighted here.


Continue Reading Here

 

 

Mad Hatter Day²
October 6

A seller of furniture, Theophilus Carter impressed his eccentricity upon Carroll in Oxford. While some reports suggest Carter was unaware of his influence on the Wonderland character, the Mad Hatter. Reverend W. Gordon Baillie had this to say: "All Oxford called him 'the Mad Hatter,' and surely his friends, or enemies, must have chaffed him about it."

Carter also earned himself a different kind of fame—he's rumored to have invented the Alarm Clock Bed, a rather terrifying contraption that woke sleepers by dumping them into a tub of cold water.
 

 

 

Tips & Tricks

Is It Time for a Financial Checkup?

After months of continued economic anxiety thanks to the coronavirus pandemic, and with the uncertainty that could continue for the next several months, it may be the perfect time to conduct a financial checkup.

A thorough examination of your finances may help you weather the current economy and position yourself for when the financial landscape improves. It’s not possible to build a financial strategy that has all the answers, but you can aim to build a strategy that positions you to handle chaos and change


Read More Here

 

 

 



Sweet Potato Chili

Taste the cozy flavors of fall!


Get Cooking

 


 

¹https://www.investopedia.com/articles/retirement/10/estate-planning-checklist.asp
²https://southfloridareporter.com/mad-hatter-day-was-first-recognized-as-an-official-holiday-in-1988/
 

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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