May 2024 Newsletter
BG Wealth Advisory, LLC & BG Wealth Management, LLC
Creating a pressure-free environment to achieve your retirement goals
Office News
Federal Employee Retirement Benefits Webinars:
May 2nd, 2024
9am:?Click Here
3pm:?Click Here
6pm:?Click Here
May 7th, 2024
9am:?Click Here
3pm:?Click Here
6pm:?Click Here
For more information regarding upcoming seminars and events,?please go to our website!
Listen to Barb's new podcast "Anchor Your Retirement"
Hot Topics: The Future of Social Security
Many Americans are concerned about the future of Social Security because for a lot of people, Social Security income is one of the most important elements of their financial strategy for retirement.
An Investopedia article, What Will Social Security Look Like When You Retire??presents some information that I think will help us discuss this very point. First, it addresses Social Security’s future.
领英推荐
Trivia: The Origin of Mother's Day
In 1914 (at the start of World War I), with help from Anna Jarvis (an activist who didn't have any children of her own) Woodrow Wilson officially declared a United States national holiday. It is celebrated on the second Sunday in May.
Tips & Tricks: Charitable Donations Can Be A Win-Win
Making a donation to charity directly from your IRA is a financial step that doesn’t always get a lot of publicity, but a U.S. News and World Report article, How to Donate to Charity From Your IRA, shows why it may be a good option for some people.
A qualified charitable distribution is an IRA withdrawal that’s paid directly from your IRA to your chosen qualified charity.
Recipe: Cinnamon Roll Overnight Oats
It takes just minutes to assemble this healthy no-cook breakfast, and you'll have meal-prepped grab-and-go breakfasts on hand for the rest of the week.
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.