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January 2021 Newsletter

A Special "Thanks" To Our Clients That Referred Others To Us This Month!

SWAN Song Financial Show



Hot Topic

What To Do When Retirement Is Right Around The Corner

If you’re like many people, the majority of your retirement strategy has been in planning and doing over decades. But what about when you’re almost ready to retire? Your strategy is likely to change.​

Continue Reading Here




The Berner Street Hoax¹

At around 5am there was a knock on the door of 54 Berners Street, London. It was a chimney sweep, but the maid suggested he had the wrong house. A few moments later another sweep arrived, then another until the exasperated maid had sent away 12 in total. Next came the cake makers carrying wedding cakes. Vicars and priests arrived to minister last rites. By now the streets were clogged, aided by the arrival of fishmongers, boot-makers, shoemakers, haberdashers, hatmakers, butchers’ boys and a queue of pianos.

Opposite 54 Berners Street stood Theodore Edward Hook. Hook had just won a bet: that, within a week, he could transform any house in London into the most talked-about in the city. He had sent out 4,000 orders or requests, to tradesmen, professionals and dignitaries, requiring them to present themselves at Mrs. Tottenham’s. In the process he brought a large part of London to a stand-still and triumphantly won his wager.



Tips & Tricks

Why Family Business Show Have Succession Plans

The family drama surrounding an aging media mogul and his unresolved succession plans are at the center of a hit television show.

In fact, only 18% of family businesses have a documented and communicated succession plan in place.² Much like the fictional billionaire in “Succession,” some leaders avoid the issue because they love running their businesses and don’t want to stop any time soon.

Read More Here



Almond Flour Brownies

A Gluten Free Treat.

Get Cooking
US Family Business Survey, PwC, 2019


Investment advisory services offered through Golden Years Financial Advisors, Inc., a Registered Investment Advisor in the state of Indiana. Insurance products and services are offered through Golden Years Planning Services, Inc. and Anthony Financial Services, affiliated companies. Golden Years Financial Advisors, Inc., Golden Years Planning Services, Inc. and Anthony 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.

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BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.
BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.


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