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optimum wealth llc



December 2020 Newsletter


It’s that time of year when we start to reflect on the past year and plan for the New Year Ahead.

We would like to take this moment to thank you for your support and we look forward to continuing to help you with your planning in the coming year ahead.

We would like to wish everyone a Merry Christmas, a Happy New Year and a wonderful Holiday Season. If traveling please be safe and to take advantage of that important time with Your Family and Friends.

Happy Holidays! Thank you!





Simple Fixes That Can Improve Your Financial
Situation Today

Finances are complicated. But these quick fixes aren’t.
Here are some ideas that you can implement — without a massive time investment or lifestyle change — and get results.¹

Continue Reading Here



The Origin of Gingerbread²

The first known recipe for gingerbread came from Greece in 2400 BC and by the late Middle Ages, Europeans had their own version. The hard cookies, sometimes gilded with gold leaf and shaped like animals, kings and queens, were a staple at Medieval fairs in England, France, Holland and Germany. Queen Elizabeth I is credited with the idea of decorating the cookies in this fashion, after she had some made to resemble the dignitaries visiting her court.

Over time some of these festivals came to be known as Gingerbread Fairs, and the gingerbread cookies served there were known as ‘fairings.’ The shapes of the gingerbread changed with the season, including flowers in the spring and birds in
the fall.

Use the Pandemic as an Excuse to Firm up Your
Estate Plan

An estate plan is one of those things that many people know they need, but it often gets put off again and again because they think they can just get to it tomorrow. However, what if tomorrow never comes?

Read More Here


Classic Eggnog

A festive drink for the holidays.

Get Cooking



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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