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optimum wealth llc 



July 2022 Newsletter


This July we want to again re-share some helpful tips for Summer Activities & Travel: Get out there with Family and Friends, From Barbeques to Golf, travelling to a favorite destination, Beach or Lake, hiking, camping or boating, whatever you enjoy doing, do it.
Whether Travelling and/or being out and about during summer months there 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 and protect that information as there is no shortage of new ideas to get that information. Because of that 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!
Duane, Donna, Steve, Jessica



Making Sense of the Fed's Rate Increase

Though many financial experts had long been expecting it, when the news broke on May 4 that the Fed was raising the interest rate by a half point, it still felt like a thunder clap.

Read More



A Strawberry is Not an Actual Berry, but a Banana is

Strawberries and raspberries aren't really berries in the botanical sense. They are derived from a single flower with more than one ovary, making them an aggregate fruit. True berries are simple fruits stemming from one flower with one ovary and typically have several seeds. Tomatoes fall into this group, as do pomegranates, kiwis and—believe it or not—bananas. (Their seeds are so tiny it's easy to forget they're there.)



Should You Consider Tapping the Equity in Your Home?

With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.

Read More




Steak Fajita Kebabs

This recipe is a fun way to get your protein and vegetables in! These steak fajita kebabs make it tastier than ever to do so!

Get Cooking!


310 Marlboro Street
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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