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optimum wealth llc 

 

FINANCIALLY FOCUSED

May 2022 Newsletter

 

The “summer” travel season is starting soon and we have a great resource to share and to help you & your family while travelling: Travel Health and Trip interruption Benefits to protect both You and Your trip in case things don’t go as planned. For clients that are Medicare age of 65 and older, Medicare benefits stop at our borders¹, making this important for your travels. Before your trip, check out the benefits that are available. These are priced per trip and plans are reasonably priced and everything is online through an easy to use website. Please save the link below for your travels:


https://producer.imglobal.com/international-insurance-plans.aspx?imgac=80001113&app_method=2&svi=1

We wish everyone has a great travel season with lots of great memories.

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!

Duane, Donna, Steve, Jessica

¹ https://www.medicare.gov/Pubs/pdf/11037-Medicare-Coverage-Outside-United-States.pdf
 

 

The Four Phases of Retirement

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances change, you’re likely to have four different phases of retirement.
 

Read More

 

 

Apple Pie Isn't Actually American at all¹

The next time you call something "as American as apple pie," you might want to consider the fact that neither apple pies nor apples originally came from America. Apples are in fact native to Asia, and the first recorded recipe for apple pie was actually written in England.
 

 

Baseball Lessons That Might Help Change Up Your Finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After all, teams rally mid-season, curses are broken, and even underdogs sometimes make it to the World Series. As Yogi Berra famously put it, "It ain't over till it's over."¹ Here are a few lessons from America's pastime that might inspire you to take a fresh look at your finances.


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Baked Broccoli and Artichoke Shells

When it comes to pairing up with artichokes, why should spinach get to have all of the fun? In this weeknight-friendly pasta bake, broccoli is the green machine responsible for adding that extra boost of vitamin C and fiber.


Get Cooking!

 

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¹https://www.liveabout.com/april-fun-facts-3456079

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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