MONARCH MONTHLY
August 2022 Edition
WE MADE IT!!
Today’s headlines to help plan for tomorrow.
Sue’s News
When I first started my business, I heard “if you can keep your business going for 3 years, then you’re going to make it.” Well, we made it! 🥳
On August 2nd, we celebrated our three year birthday, and SHEESH, it’s been a wild ride. Three years down, many more to go!
What’s next? Same as before! We’ll continue to provide options, with pros/cons, for all kinds of financial strategies, and we’ll help our clients figure out what’s best for them. If it ain’t broke, don’t fix it, right?
If you’re curious about any of the retirement strategies below, give us a call, and let’s talk it through. As an independent advisor, our recommendations aren’t limited by one company or one product, which means that our focus is 100% on YOU! How cool is that?
“The successful warrior is the average (wo)man, with laser-like focus” – Bruce Lee
Be focused, and be well.
MEDICAL EXPENSES IN RETIREMENT
Health care is the third biggest expense for retirees, and that doesn’t even include long term care expenses! The good news is that there are ways to plan now, so that those expenses don’t eat up too much of your retirement savings down the road.
TURNING RETIREMENT SAVINGS INTO RETIREMENT INCOME
401(k)s, Roths, and IRAs are all the rage, and they’re a great way to save for retirement. But how do you convert that lump of money into monthly payments? What if you take out too much, and run out? Here’s a way to take some of that lump-sum and convert it to monthly payments, helping you budget for expenses and not outlive your savings!
SOCIAL SECURITY
If I had a nickel every time I heard, “when should I take my Social Security benefits?”, I’d have a house on Sunset Key in Florida by now.
Folks, there’s no silver bullet (ie perfect age) to start your benefits! But what you should know are the pros/cons to starting early, vs waiting it out.
🎤 Recent Releases 👩🏼🎤
Subscribe to our podcast and YouTube channel for future updates!
BOOK RELEASE!!!
Podcast: Retirement A to Z
Breaking down retirement plans into bite-size pieces
YouTube: Monarch Minutes
Discussing retirement, investment, insurance, and more!
Blog: Sue’s News
Discussion of the latest news, tips, and trends in financial planning.
🏃♀️ Run/Walk For a Reason 🏃♀️
Craft 🍺, Community 🤝, Cause 🤗
THANK YOU!!!
Chris Owens of RE/MAX Preferred Group and I hosted our first 2022 Run/Walk for a Reason event earlier this month to benefit the Loveland Hope Squad and the Ben Morrison Memorial Fund.
Thanks to everyone that attended!! We raised over $700 for these amazing organizations!!
We’re going to continue to get up, get out, get together, and get moving for a great cause in December, where we will once again be providing our support to the Loveland LIFE Food Pantry and their Holiday Giving Shop!
Who knows, we may also decide to do one in September! If we do, we’ll announce it on Facebook – click the link below to Like/Follow us, so you can stay up to date on future events.
See you on the path!
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