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optimum wealth llc



June 2020 Newsletter


That “summer” season has started, even if it is not quite officially there yet on the calendar. From Memorial Day to Labor Day it is the lazy days that include Bugs, Hot days, School is out (or close to being out) and gardens are planted. A great time of year that we all look forward to!

One of the frequently asked questions we are getting recently is about medical benefits: Are there options besides being on COBRA? (which is the portability of benefits while not at work). The answer is that there are other options available, and while each person’s situation will be different, it is worth asking about these options as one of the biggest Pro’s is that these other options can be a significant difference in premium cost versus COBRA. The Con’s are that it may not fit your situation and not everyone can be accepted with these options. If you are in that situation and are not sure or want to explore what works for you feel free to ask us and we are happy to provide you with the best advice for your specific situation.

As always please feel free to reach out to us at any time, we are here to help. Please be safe and healthy.

Thank you!





Use COVID-19 to Benefit Your Retirement Strategy

Everywhere you turn, there’s someone talking about COVID-19, and it can honestly get a little overwhelming. We’ve all felt that way at one point or another.

One thing you may not have heard, though, is how you can use COVID-19 crisis to do something besides worry. Instead of it being a doom-and-gloom conversation, you can think of a few ideas on how to react.

Continue Reading Here


The Great Farallones Egg War¹

By the time the California Gold Rush overburdened San Francisco with hungry miners and profit-hungry businesses, one business found itself hurting from the lack of infrastructure. With no chicken farms to meet rising demands, bakers were desperate for eggs. Six men decided to profit from the demand chose to venture off the coast for other options.

150 years ago, the common murres' favorite egg-laying perch just happened to be within sailing distance. In 1851, the men traveled to the murres’ islands and gave themselves ownership, complete with company shares. The Egg Company began making a sizable profit selling the freely collected common murre eggs to San Francisco bakers.

By the early 1860s, the Egg Company had some serious competition. On a summer day in 1863, 27 armed challengers sailed toward the island. After 20 minutes of war, the challengers sailed back to home base defeated. Thus, ended the Great Farallones Egg War of 1863.

Is Now a Time to Consider a Roth Conversion?

To help people develop strategies for income in retirement, there are a few different kinds of tax-advantaged retirement accounts.

One type that you may have heard about is a Roth. For the purposes of this article, we’ll be talking about the Roth Individual Retirement Account (IRA).

Read More Here


Hibiscus, Orange, and Vanilla Agua Fresca

A refreshing drink for any summer occasion.

Get Mixing!


310 Marlboro Street
Keene, NH 03431
Ph: (603) 357-1084

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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.

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