Newport Advisory, LLC

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?? Happy Thanksgiving from Newport Advisory! ?? This Thanksgiving, we’re grateful for the trust and partnership of our valued clients. Your financial journey is our privilege to be a part of, and we’re thankful for the opportunity to help you achieve your goals. As you gather with loved ones and reflect on the year, we encourage you to also take a moment to appreciate the financial milestones you've reached. Together, we’ll keep building towards a bright and prosperous future. [email protected] Wishing you a wonderful Thanksgiving filled with joy and gratitude! ?? #Thanksgiving2024 #Gratitude #FinancialWellness #NewportAdvisory #Thankful

DID YOU KNOW? Jingle Bells, composed way back in 1857 was really meant to be a song for Thanksgiving. The title was intended as One Horse Open Sleigh. Newport Advisory wishes everyone a very Happy Thanksgiving!!! [email protected]

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully. What's your experience with this? Does the data reflect your own personal experience? #FinancialGuidance #InheritanceManagement Source: NewYorkLife.com, July 19, 2023

??? Throughout this month, let's remember the significance of caregivers and their essential role within families. ???? Whether it's comforting a loved one or providing companionship, caregivers nurture and uplift the lives of countless individuals. [email protected]

The New York Life Wealth Watch survey reveals some eye-opening statistics about the "Great Wealth Transfer." On average, adults who expect to receive an inheritance anticipate a value of $738,724.23. However, 58% of them anticipate inflation to impact the value significantly. It's essential to have a strategy in place to manage your inheritance. #PreservingWealth #InflationImpact Source: NewYorkLife.com, July 19, 2023

This November, let's come together to celebrate and recognize what has been offered by our veterans and military families. ?? They have selflessly served our nation, protecting our freedoms and ensuring our safety. ??? Join us in showing appreciation and love for these incredible individuals and their families throughout National Veterans and Military Families Month! ?? #NationalVeteransandMilitaryFamiliesMonth #Veterans #MilitaryFamilies

Celebrate National Family Caregivers Month by saying thanks to a family member who cares for others. [email protected]?utm_source=linkedin

"To appreciate the beauty of a snowflake, it is necessary to stand out in the cold. - Aristotle Wishing you warmth and happiness this holiday season. [email protected]?utm_source=linkedin

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? Only 42% of adults expecting an inheritance feel very comfortable financially handling it. Furthermore, inflation is expected to have a medium-to-large impact on the sum inherited by 58% of adults. It's crucial to prepare and consider seeking guidance to make the most of your inheritance. #InheritancePreparation #FinancialConfidence Source: NewYorkLife.com, July 19, 2023