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FINANCIALLY FOCUSED

January 2021 Newsletter

We hope that You had a wonderful Holiday Season!
The New Year of 2021 is here and it is time for the traditional “New Year’s Resolutions”, both a reflection of the previous year and Looking forward with new goals and ideas for the coming year. Here are some helpful tips for resolutions and goals:

Start by writing down a Top 5 list of attainable goals
Do 1 goal at a time, not all at once, remember it has to be attainable
Once you have reached that goal start the next goal, repeating the process
Set a time frame for when You want to meet that goal
Most important, make Your goal setting a positive experience, Life is about a healthy balance of Family, Work and Play.

We also would like to share this easy to read “key estate planning steps for everyone” as we get a lot of questions on this topic, especially at this time of year. We hope You find this helpful!

Read here!

We wish You the best of Health, Wealth and Happiness for 2021.
Thank you!

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.

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

¹https://www.historytoday.com/archive/months-past/berners-street-hoax
²US Family Business Survey, PwC, 2019

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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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