July 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 Retirement Benefits Webinars:
July 16, 2024:
9am:?Register Here?
3pm:?Register Here?
6pm:?Register Here?
July 18, 2024:
9am:Register Here
3pm:?Register Here?
6pm:Register Here
For more information regarding upcoming seminars and events,?please go to our website!
Listen to Barb's new podcast "Anchor Your Retirement" here!
Hot Topics: Taxes and Wealth Transfers
An important part of the enhanced planning process is identifying ways you may be able to pass your assets to loved ones in ways that protect them as much as possible from taxes.
A Kiplinger article, Three Ways Parents Can Transfer Wealth to Help Their Kids, has some excellent information.
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Trivia: Famous Minds Born in July
Julius Caesar wasn’t the only military genius born in July. Alexander the Great was another important historical figure who changed the shape of the world and was born somewhere around July 20, 356 BC. Other famous people born in July include Frida Kahlo, Franz Kafka, Marcel Proust, and Nelson Mandela.
Tips & Tricks: Getting the Most Out of Social Security
One of the strongest potential steps for creating more retirement income, is waiting until you reach age 70 to file for Social Security.
A U.S. News and World Report article, How to Delay Claiming Social Security Until Age 70, has valuable information, including that you may want to consider spending down other accounts before you file for Social Security.
For example, you may be able to utilize a 401(k) or IRA while waiting for Social Security.
Recipe: Caprese Salad
Caprese Salad is terrific served as a side for sharing, as a light meal with crusty bread or piled onto toast with smashed avocado. Fresh and delightful!
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 or BG Financial Services, LLC, affiliated companies. 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.