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March 2022 Newsletter


Our Days are getting longer and the Temperatures are starting to warm up. March is here and Spring is right around the corner!

As we do each year we want to share these time sensitive items 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 2021 (such as IRA’s, ROTH IRA’s, SEP IRA’s) please make sure to get that done before the Tax Filing deadlines, we always recommend not to wait until the last day as that increases the possibility of missing the funding cut-off date.

Second, for anyone that has Individual Medical Insurance thru the Affordable Care Act Marketplaces and You are getting any type of Tax Credit: If you have any changes on your taxes (Example: a change of income) we recommend that You update your information with us as soon as you can.

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!



Talk Money Before You Walk Down the Aisle

This month, we discuss what you need to know about money and marriage — specifically, what you need to know about paying for a wedding and what financial strategies you should consider implementing in the days after the ceremony.


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April's Honorary Flowers¹

Two flowers signify the month of April: the daisy and the sweet pea. The daisy symbolizes innocence, loyal love, and purity; but it also means "I'll never tell!" The oldest daisy on record is the Bellis perennis, known as Daeges eage (or Day's eye) in the Middle Ages because its petals close at night to cover the yellow center.

The sweet pea signifies blissful pleasure, and are used to say goodbye. Sweet Pea's may be a pretty flower, but they are also one of the oldest food crops on our planet, domesticated by humans about 11,000 years ago.



Going Public: How Are Direct Listings Different

An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth of innovative young companies and add new stocks to the pool of potential investment opportunities.

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Mixed Berry French Toast Bake

This Mixed Berry French Toast Bake is perfect for a special breakfast or brunch! It's a total crowd pleaser and can even be made ahead of time for busy mornings!

Get Baking!


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Keene, NH 03431
Ph: (603) 357-1084

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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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