FINANCIALLY FOCUSED

We hope that You are enjoying the beautiful Fall days, crisp cool nights and colorful foliage. It is our favorite time of the year.

We have a couple of things to share with You this month.

First, as You might be aware this is an election year. During these years we get a lot of questions and one of our partners in the financial planning world has put together a great informational and educational paper on these years that we are sharing with you today, we hope it is helpful for you.

Second, we are both humbled and honored to announce that we are one of a select few advisors chosen again for 2020 and awarded the FIVE STAR Wealth Manager Award. This is an honor that recognizes a demonstrated commitment to clients based on 10 objective criteria. With this award we will also be recognized in both the NEW HAMPSHIRE MAGAZINE and FORBES MAGAZINE. We are proud of our work and our commitment to you, our clients, and appreciate the trust you put in us. We look forward to continuing to be the best for You.

Please have a safe and fun Halloween!
 

Click here for detailed information on the Five Star Wealth Manager
research methodology.

Thank you!

Sincerely,

Don't Overlook Legacy Planning

You have to be willing to get a little dark to talk about legacy planning. But the sooner you do, the better off you may be.

The lack of a legacy plan can cause chaos and stress for the people who survive us. This topic was the subject of a recent article from Investopedia, “Estate Planning: 16 Things to Do Before You Die.”¹ The article paints a clear picture of what you should do to make your passing easier on the people you care about. A few of the key points are highlighted here.

Continue Reading Here

Is It Time for a Financial Checkup?

After months of continued economic anxiety thanks to the coronavirus pandemic, and with the uncertainty that could continue for the next several months, it may be the perfect time to conduct a financial checkup.

A thorough examination of your finances may help you weather the current economy and position yourself for when the financial landscape improves. It’s not possible to build a financial strategy that has all the answers, but you can aim to build a strategy that positions you to handle chaos and change

Read More Here

Sweet Potato Chili

Taste the cozy flavors of fall!

Get Cooking

Advisory services are offered by Optimum Wealth LLC a Registered Investment Advisor in the State of New Hampshire. Insurance products and services are offered through Optimum Financial LLC dba Optimum Benefits, an affiliated company. Optimum Wealth LLC and Optimum Financial LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. 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.

Optimum Wealth LLC and Optimum Financial LLC are not affiliated with or endorsed by Centers for Disease Control and or any government agency. The content of this email is for informational purposes only and should not be used to make any financial or personal decisions.