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optimum wealth llc 



March 2023 Newsletter


The various advantages of clover | One Earth


March is here and Spring is right around the corner!

As we do this time each year we want to share these time sensitive items with you:

“Tax season” is in full swing and its related deadlines will come up quickly. A reminder that if You are planning on any retirement account funding for Tax Year 2022 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.

Additionally, for anyone that has Individual Medical Insurance thru the Affordable Care Act Marketplace and You are getting any type of Tax Credit: If you have any changes such as a Change of Taxable 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!



What to do if you Lose your Job near Retirement

Unfortunately, some people will be confronted with the challenge of losing their job shortly before they plan to retire. It can certainly be a scary development, but one of the most important things you can do is not panic. A Kiplinger article, 4 Steps to Take if You Lose Your Job Near Retirement provides some information that you may find useful if you ever find yourself in this situation.


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green plant on persons hand


March 25th Used to be New Year’s Day

In Mesopotamia, around 2000 B.C., the New Year was celebrated during the time of the vernal equinox, which was around March 25. The calendar during that time was based on the seasons, and March was when farmers began planting for the year. January and March went back and forth being the first month until the Julian and Gregorian Calendars really solidified in Europe. This makes celebrating our New Years only about 400 years old now!

person in black suit jacket holding white tablet computer

Fixed for Life: What Can an Annuity Do for You?

With stock and bond markets both faltering over the past year, it's easy to see why more near-retirees have a newfound appreciation for fixed annuities — insurance contracts that guarantee a specified rate of return. A fixed annuity maintains its value regardless of market conditions, and yields on these products have risen in response to the higher interest-rate environment.

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Baked Feta Pasta


The ever so popular TikTok Baked Feta Pasta! It’s a hearty dish made with roasted tomatoes, creamy and lightly tangy baked feta, al dente pasta, and fresh herbs. One of the easiest and tastiest recipes to hit your dinner table!


Get Cooking!


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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.

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