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January 2021 Newsletter





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.​

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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.


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.

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Almond Flour Brownies

A Gluten Free Treat.

Get Cooking!
​2 US Family Business Survey, PwC, 2019


E.T.S. Financial Services, LLC. is not affiliated or endorsed by the Social Security Administration or any government agency.

Investment advisory services are offered by First Advisors National, LLC, a Registered Investment Advisor in the State of Georgia.

Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.




Eric Scoggins, CLU, ChFC, CFP
President and Financial Author
27 City Square Suite 2 | Hoschton, GA 30548
P: 770.904.1978 Ext: 705 F: 770-904-1978
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