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FINANCIALLY FOCUSED

March 2021 Newsletter

The Days are getting longer and the Temperatures are starting to warm up. March is here and Spring is on its way. We have a couple of time sensitive items at this time of year to share with you:

First, tax season is in full swing and its related deadlines will come up quickly. A reminder that If you are doing any retirement account funding for 2020 (such as IRA’s, ROTH IRA’s, SEP IRA’s) please make sure to get that done before the deadlines and we always recommend not to wait until the last day as that increases the possibility of missing the cut-off date.

Second, another time sensitive deadline that we are seeing is that Individual Health Insurance has been “opened up” for a special enrollment time period that ends on May 15^th. Normally this is only available at the end of the calendar year so this is a unique opportunity. For more information please visit our Benefit website for more information: https://optfinancial.com/optimum-benefits/

As always if you have any questions feel free to reach out to us at any time as we are always happy to help.

Thank you!

How To Get Over Retirement Fears

As it’s depicted in popular culture and advertising, looking ahead to retirement is a time of great excitement and optimism. After all, if you’re in your 60s, you’ve likely been going to work every day for 40 years or more. So, retirement means you can spend your time doing the things you’ve always wanted to do.

Continue Reading Here

National Cereal Day - March 7¹

In 1964, General Mills management issued a challenge to all employees to create a unique cereal using the same manufacturing technology from their two best-selling cereals at the time: Cheerios and Wheaties. Product developer John Holahan was struck with inspiration upon his next trip to the grocery store. He decided to chop up pieces of marshmallow circus peanuts and mix them in with Cheerios. Not only did the executives love it, but given that it was the 1960s, their marketing team thought to take advantage of the popularity of charm bracelets among kids and teens.

Five Tips to Regain Your Retirement Savings Focus in 2021

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.² Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you focus and enhance your retirement savings strategy in 2021.

Read More Here

Black Bean and Corn Salad

Enjoy the feeling of spring with a fresh salad!

Get Cooking

¹https://listverse.com/2019/03/04/10-cereals-with-strange-and-interesting-backstories/
²https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-contributions

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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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