FINANCIALLY FOCUSED

June 2021 Newsletter

Summer Activities: Fun with Family and Friends, From Barbeques to Golf, travelling to a favorite destination, Beach or Lake, hiking or camping, slow down take in the sun and get out there and play!

One thing with travel and being out and about during summer is a theme that we keep seeing: The non-stop scams for ID theft. A good example is I got a call on my phone the other day telling me that my Social Security number was compromised and was “suspended”. That was a new one to me and very well done as a scam, but I knew that was not possible. Keep diligent as there is no shortage of new ideas to get your personal information. Because of that fact we recommend periodically checking your accounts and looking for things like address, contact changes or any other material changes such as ownership and beneficiaries as a just in case measure to prevent theft. That is why for your protection we have a process that requires You to sign off and document changes for any accounts.

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!

A Financial Wellness Plan Can Help Pave the Road to Retirement

If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness.

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Asset Protection: Make Sure Your Umbrella Is Big Enough

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on your property, or you or a family member cause a serious car accident, you could be held legally responsible.

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Southern-Style Egg Salad

These egg salad is primarily used to sandwiches and starting off summer right!

Get Cooking

¹ https://worldhistory.us/latin-american-history/nazca-lines-the-worlds-first-hot-air-balloon-a-theory-of-ancient-flight-in-peru-nazca-desert-mystery.php

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.