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optimum wealth llc 



May 2023 Newsletter


How to Grow Lily of the Valley: Your Planting and Care Guide


With the “summertime” travel season starting up soon 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. And especially for clients that are of Medicare age (65 and older), Medicare benefits stop at our borders, making this important to know 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 thru an easy to use website. Please save the link below for Your travels:

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!


Tax Implications of Retirement Plans - Early Withdrawals & Plans


How to Reduce Taxes on Retirement Savings

With an appropriate strategy, you may be able to reduce taxes on your retirement savings. Although financial services professionals don’t give tax or legal advice, a U.S. News and World Report article, 10 Ways to Reduce Taxes on Your Retirement Savings, has some good information.


Read More


pink tulip field


Tulip Flowers are Edible

Tulips are actually a part of the lily family, which also includes onions, garlic, and asparagus. The petals are edible and have been used as an onion substitute and to make wine. Tulips were commonly used in food during the Dutch famine over the course of World War II.


Why Seniors Have the Greatest Financial Security


Could Your Living Situation Change as You Grow Older?

Recent research from the U.S. Department of Health and Human Services suggests that most Americans turning age 65 will need long-term care support during
their lifetimes.¹

If the need arises, how will you handle potential long-term care for yourself or a loved one? Planning for the consequences of aging in general, and long-term care in particular, will depend on your preferences and circumstances. A long-term care plan should account for the different types of care you may need and the different settings in which you might receive that care. These are the most common options.


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How to Make Chocolate Cake in a Microwave


Chocolate Cake in a Mug

This chocolate mug cake is made in the microwave for a fudgy, chocolaty treat that is truly decadent. It's a great recipe for nights when I need a yummy dessert that's ready in less than 10 minutes! Add a few chocolate chips to make it extra rich and gooey.


Get Cooking!


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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.

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