September 2023 Newsletter
BG Wealth Advisory, LLC & BG Wealth Management, LLC
Creating a pressure-free environment to achieve your retirement goals
Office News
Federal Benefits Training Webinars on September 6th:
9am CST: Click Here
3pm CST: Click Here
6pm CST: Click Here
Federal Benefits Training Seminar on September 7th at 5:30pm CST:
Merriam Community Center in the Campbell Room
6040 Slater St Merriam, KS 66202
Call or Text Kristina at (913) 596-8857 if you would like to register for our Seminar
Listen to Barb's new podcast "Anchor Your Retirement"!
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: A Beginner's Guide to Inflation
A June 2023 Forbes article, The Price is Right: U.S. Inflation Hits Two-Year Low in May?a?combination of higher interest rates, easing supply chain challenges, and more restrictive credit has helped ease inflation in 2023. As of this past May, the annualized rate of CPI inflation declined for the eleventh consecutive month.
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Trivia: Why the American School Year Starts in Fall
The short answer is farming. Back in the day, rural families needed the children at home to help with harvesting the crops, so school would be put on hold for the colder months. In the cities, however, school essentially ran all year with a few short vacations throughout. Their school years ranged from 251 to 260 days. It wasn’t until 1852 that Massachusetts became the first state to enact a compulsory public education law, meaning parents who didn’t send their children to school year-round were fined. Shortly after, a compromise was made between urban and rural school systems to run at the same time.
Tips & Tricks: Coming in 2024- New 529 Plan-to-Roth IRA Rollover Option
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by employees to qualify for employer retirement matching contributions. ?
Recipe: Apple Cider Chicken
What’s happening in the pan: apples caramelizing; juicy chicken searing; apple cider bubbling; rosemary making your whole kitchen smell like fall. This apple cider chicken skillet is a healthy, simple meal takes just ONE PAN and is ready in 30 minutes.
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.