January 2024 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:
January 15th, 2024
January 18th, 2024
January 20th, 2024
February 19th, 2024
February 22nd, 2024
February 24th, 2024
Kansas City Re-branding Client Event
January 26th, 2024 from 3pm-7pm
At our Mission Office
5700 Broadmoor St, Suite 500
Mission, KS 66202
Please RSVP by calling or texting Alex at (913) 326-8346
领英推荐
Upcoming Tax Seminar
February 13th and 15th (Location and time TBD)
For more information call or text (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: Should You Work Until You're 70?
More and more, the targeted retirement age for many people is 70, for numerous reasons. A U.S. News and World Report article, Why You Should Plan to Work Until Age 70, has some excellent information that may be useful for younger and older workers alike. Contrary to what you may be thinking, it’s common for some people to work until 70 or older for reasons completely unrelated to finances.
Trivia: Dolphins Have Hair!
It is true that they are mammals, but dolphins only have hair when they are first born. This hair is found on the top of the rostrum (snout area). It falls out shortly after they are born. Dolphins do not grow any other hair for the rest of their lives.
Tips & Tricks: Reviewing Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. ?
Recipe: Penne Ham Skillet
Looking for leftover ham recipes? This Ham & Penne Skillet is the perfect one to use! It has diced ham, penne pasta and peas in a creamy sauce. It makes a quick and easy meal when you're wondering what to make with leftover ham! Plus, the kids love it and so do adults. Throw this in your pot and make it tonight for dinner. ?
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 Gulin Financial Corporation, an affiliated company. Safe Harbor Financial Planning Group, LLC and Gulin Financial Corporation 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.