Fetching Finance | September 2024
Steven Huskey, CFP?, CExP?
I Help Business Owners, Dentists, & Retirees Build Wealth, Protect Assets, Maximize Income, Minimize Taxes, & Optimize Exit Strategies
Fall is here and we hope this edition finds you in a cozy spot with a cup of pumpkin spice coffee. Kicking off the season is Life Insurance Awareness Month-- I'm not sure who decided that, but I do know that there is no time like the present to talk about the future of your family. This newsletter pairs well with our new season of Portfolio Pulse Podcast, don't forget to check it out along the way! Now let's dive into all the financial resources we #Fetchedfor YOU this month.
In This Newsletter We Mention:
Monthly Market Insights
Stocks posted modest gains, helping investors forget a volatile month of trading.
#FetchedFor Clients
Best of Mount Pleasant
Looking for a way to show your appreciation and support? Vote me for Best Advisor in Mount Pleasant!
#FetchedFor ALL
Financial Tools for Parents: A Guide to Saving for Your Children’s Future?
As parents, securing your child's future often includes helping ensure they have access to the resources they need, whether it's for education, health, or general well-being. One of the best ways to prepare for these future expenses is...
Why Should We Consider Life Insurance?
Life insurance might seem complex and morbid, but at its core, it's a simple concept: it's financial protection for your loved ones when you’re no longer around. In this guide, we’ll break down everything you need to know...
Understanding Whole Life Insurance: A Comprehensive Guide
When it comes to financial planning, insurance plays a key role in protecting your family’s future. One popular option is whole life insurance, a form of permanent life insurance that offers both a death benefit and a savings component...
#FetchedFor Entrepreneurs
领英推荐
A Business Owner's Strategic Tool for Growth and Planning
A third-party business valuation is a crucial process that provides an un-biased?analysis of your company's worth. Whether you’re planning for expansion, preparing to exit, or protecting investments, here’s why obtaining a valuation from a third-party?is essential for both short-term and long-term strategies:
The Benefits of Selling Your Business to a Management Buyout Team
Selling a business is a pivotal moment for any entrepreneur. Among the various exit strategies available, one often overlooked but highly advantageous option is selling your business to a management buyout (MBO) team.
#FetchedFor Pre-Retirees/Retirees
The 5 Retirement Investments You Should Know About
Today’s financial landscape has a wide range of retirement investment options available. While these savings and income tools can help you retire with confidence, the sheer number of options often leave many Americans with a lot of questions.
Help Make Your Retirement Assets More Valuable
Due to careful retirement planning, some individuals find that they have more in retirement assets than they actually need to live on.
"An investment in knowledge pays the best interest." - Benjamin Franklin?
Note From Steven:
These tools are provided for general education purposes, however they may not be one-size-fits-all. If you have any questions about the information above and how it relates to your personal situation, please feel free to reach out to get a conversation going.
Thank you for being a part of our community.
Cheers,
Steven