November 2023 Newsletter
BG Wealth Advisory, LLC & BG Wealth Management, LLC
Creating a pressure-free environment to achieve your retirement goals
Office News:
Upcoming Events:
Women In Retirement Seminars:
November 2nd, 2023 at 11am
At Grand Street Cafe
8815 Renner Boulevard
Lenexa, KS 66219
November 7th, 2023 at 6:30 pm
At Grand Street Cafe
8815 Renner Boulevard
Lenexa, KS 66219
If you are interested in attending please call or text Kristina at (913) 596-8857
Federal Employee Benefits Webinars:
November 7th, 2023 at 9am: Click Here
November 7th, 2023 at 6pm: Click Here
November 8th, 2023 at 3pm: Click Here
November 8th, 2023 at 6pm: Click Here
November 10th, 2023 at 9am: Click Here
November 10th, 2023 at 3pm: Click Here
November 30th, 2023 at 9am: Click Here
November 30th, 2023 at 3pm: Click Here
November 30th, 2023 at 6pm: Click Here
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
Kansas City Client Holiday Party:
领英推荐
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: How to Get Out of Debt
A U.S. News and World Report article, 16 Things to Do When You’re Deep in Debt, offers some potentially useful information, including concrete steps that may help you wipe out some of your debt. If you have a lot of debt, bankruptcy may be an option. In 2022, more than 380,000 Americans chose bankruptcy. While the process may damage your credit, making it harder?to get good offers from credit card companies and lenders, it’s also a way to make a financial re-start.
Trivia: The Full Moon in November is Traditionally Called the Beaver Moon
The tradition goes back to North America’s early colonial years, as it was during this time of year that hunters would set their beaver traps for the last time before the lakes and water sources, they lived in froze over.
Tips & Tricks: HDHP/HSA Pairing May Help Control Medical Costs
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending. If you do not have employer-sponsored health coverage, you can choose from a variety of individual HDHPs, including plans through state or federal health insurance exchanges. ?
Recipe: Sweet Potato Pancakes with Cinnamon Cream
Topped with a rich cinnamon cream, these pancakes are an ideal dish for celebrating the tastes and aromas of fall. ?
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.