December 2023 Newsletter
BG Wealth Advisory, LLC & BG Wealth Management, LLC
Creating a pressure-free environment to achieve your retirement goals
Office News:
Upcoming Federal Employee Benefits Webinars:
December 2nd, 2023 at 9am: Click Here
December 5th, 2023 at 9am: Click Here
December 5th, 2023 at 3pm: Click Here
December 5th, 2023 at 6pm: Click Here
January 15th, 2024 at 9am: Click Here
January 15th, 2024 at 3pm: Click Here
January 15th, 2024 at 6pm: Click Here
January 18th, 2024 at 9am: Click Here
January 18th, 2024 at 3pm: Click Here
January 18th, 2024 at 6pm: Click Here
January 20th, 2024 at 9am: Click Here
Upcoming Tax Seminar
January 11th, 2024 (Location on time TBD)
Kansas City Client Holiday Party:
December 14th, 2023 from 3pm-7pm
At our Mission Office
5700 Broadmoor St, Suite 500
Mission, KS 66202
Please RSVP by calling or texting Kristina at (913) 596-8857
Listen to Barb's new podcast "Anchor Your Retirement" here!
For more information regarding upcoming seminars and events, please go to our website!
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This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.
Hot Topic
Tips for Transferring Your Wealth
A September 2023 Kiplinger article, Three Ways Parents Can Transfer Wealth to Help Their Kids, has some interesting insights into how you can transfer your assets in ways that may not burden your heirs with extra taxes.
UTMAs and UGMAs
The first possibility is custodial accounts. When a child is still young, some parents open a Uniform Transfer to Minors Act account, UTMA for short, or a Uniform Gifts to Minors Act account, otherwise known as a UGMA.
Trivia: You Can Hear Thundersnow When the Conditions Are Right
If you’ve ever heard the unmistakable rumble of thunder in the middle of a snowstorm, that’s not your ears playing tricks on you. It’s likely thundersnow, a rare winter weather phenomenon that’s most common near lakes. When relatively warm columns of air rise from the ground and form turbulent storm clouds in the sky in the winter, there’s potential for thundersnow. A few more factors are still necessary for it to occur, namely air that’s warmer than the cloud cover above it and wind that pushes the warm air upwards.
Tips & Tricks: New Life for Your Old Insurance Policy
Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you've retired, or you've paid off your mortgage — you may think you no longer need to keep your coverage, or perhaps your coverage has become too expensive. You might be tempted to abandon the policy or surrender your life insurance coverage, but there are other alternatives to consider. ?
Recipe: Homemade Eggnog
You wont believe how easy and DELICIOUS homemade eggnog?is, and this recipe really is the best! Thick and creamy with the perfect mild flavor and hint of nutmeg. You’ll never buy store-bought eggnog again! ?
Advisory services are offered through Safe Harbor Financial Planning Group, LLC, a Registered Investment Advisor in the state of Kansas. Insurance products and services are offered through BG Financial Services, an affiliated company. Safe Harbor Financial Planning Group, LLC and BG 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.