Newport Advisory, LLC

??? 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

November is National Veterans and Military Families Month! ??? Let's take this opportunity to honor and appreciate the brave people who have served our country and the families who have stood by their side. ???? Share your gratitude and support for our veterans and military families in the comments below! #NationalVeteransandMilitaryFamiliesMonth #Veterans #MilitaryFamilies

?? November is National Family Caregivers Month, and this year's theme is "#I Care..." Here's to all the superheroes within our families who constantly care for loved ones. ??♀???♂??? [email protected]?utm_source=linkedin

The "Great Wealth Transfer" is underway! According to the New York Life Wealth Watch survey, 15% of American adults expect to receive an inheritance in the next decade. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted. What are your thoughts? #FinancialWellness #WealthTransfer [email protected]?utm_source=linkedin Source: Finance.Yahoo.com, July 19, 2023

?? Did you know that November is National Veterans and Military Families Month? ??? It's the perfect time to educate ourselves about the challenges veterans and their families face while supporting organizations that provide assistance. ?? Let's spread awareness, share stories of resilience, and show our gratitude for their service. ??? #NationalVeteransandMilitaryFamiliesMonth #Veterans #MilitaryFamilies