Adara Wealth Management

Albert Einstein once said,” Everything is relative.” How you see the world depends on the context in which you live, your perspective, upbringing, and your point of view, and people tend to get used to certain lifestyles. Once the initial excitement of retirement wears off, disenchantment can become a factor. Here are 6 tips to help you reinvest in yourself and refire your retirement: https://lnkd.in/gumnrmRM

If you plan to give stock as gifts to your children, a Custodial Brokerage Account allows you to transfer shares and buy and sell stock on your child's behalf. Your child may take control of the account once they are a certain age, usually 18 or 21. If you want to give stock to an adult with no strings attached, you may transfer it to that person's existing brokerage account—or open and fund a brokerage account for them yourself. https://lnkd.in/gaW4jD-7 #givingstock #giftofstock #holidayseason.

Veterans Day is a powerful reminder of the courage displayed by the men and women who've answered the call to serve. We often hear words like "sacrifice" and "duty," but these are not just words to our veterans. They are a testament to a life spent on watch, away from loved ones, and putting others above self. Honoring veterans means taking the time to recognize these choices and the selflessness behind them. Thank you for your service. #happyveteransday #thankyou

As the year ends, it’s a great time to review your financial health & make strategic moves for a better future. Here are 5 actions to consider: 1) Maximize Retirement Contributions: Boost your 401k, IRA, or Roth IRA contributions to reduce taxable income and grow your savings 2) Review Investment Portfolios: Rebalance to align with your goals and risk tolerance 3) Tax-Loss Harvesting: Offset gains by selling underperforming assets 4) Utilize FSAs and HSAs: Use funds before they expire for tax advantages 5) Review Insurance and Estate Plans: Ensure coverage meets your needs and update documents #YearEndReview https://lnkd.in/g8bKACvv

????It’s all cats & dogs here on Halloween! ???? Whether in cat ears and whiskers or velour onesies, we know how to have a howling good time! ???? We hope everyone has a safe and enjoyable Halloween (with more treats than tricks)! P.S. He may not be a wedded man until tomorrow, but Cole Benzing, CFP? is already trying hard to be a "good boy!" ???? We're thrilled for you and can't wait to see the life you and your bride build together! #HalloweenFun #OfficeCulture #CatsAndDogs #GoodBoyCole #SpookySeason #TeamSpirit

We had an amazing time sponsoring the Desert Dash at Manzanita Elementary! ??♂???♀? The event was filled with energy, excitement, and lots of fun. It was wonderful to see the kids enjoying themselves and giving their best in the race. We’re proud to support a fantastic event promoting fitness and community spirit. Looking forward to more fun-filled events in the future! #tucsonfitness #FTK #fitkids #funrun #fitmindfitbody

Hey everyone! Get ready for the 4th annual Picklin' for a Cure Pickleball tournament happening on October 18-19! ?? We're super excited to share that nearly 280 enthusiastic players have signed up for this weekend's event, a record-breaking number! This amazing turnout shows how much people love pickleball and how dedicated our community is to supporting important causes. We're buzzing with excitement to both support and play in this fantastic event. ?? It will be a blast with plenty of fun and competition, all while raising awareness and funds for Reflex Sympathetic Dystrophy Syndrome (RSDSA), Lewy Body Dementia, and Amyotrophic Lateral Sclerosis (ALS). Let's make a difference together! ?? ALS Therapy Development Institute BANNER ALZHEIMERS FOUNDATION Reflex Sympathetic Dystrophy Syndrome Association (RSDSA) Lewy Body Dementia Association, Inc. USA Pickleball FASTSIGNS?

We've been buzzing over the past several weeks with a wealth of information that we took home from LPL 2024, and we're just getting around to posting about the experience. LPL Focus is the hallmark event for LPL financial advisors to connect with each other and other industry professionals. Among the many highlights, hearing Dr. David Kelly speak once more, one of the most esteemed economists, was truly the icing on the cake, and he absolutely delivered! With amazing colleagues, top-notch speakers, and a continuously evolving program, LPL Focus equips us with the latest knowledge and strategies to better serve our clients. We’re only a few weeks removed, but we’re already looking forward to next year! #LPLFocus2024 #InnovationInAction

???? Shana Tova! As we welcome Rosh Hashanah, it's a time for reflection, renewal, and sweet beginnings. This holiday is all about embracing new opportunities and setting positive intentions. For those celebrating, what's your favorite Rosh Hashanah tradition or memory? #RoshHashanah #ShanaTova #NewBeginnings

Their memories will forever remain. ?? Our hearts go out to the families who have endured unimaginable loss and continue to show incredible strength. #NeverForget #NeverAgain #StandUnited