MONARCH MONTHLY
August 2023 Edition
🎉 Fantastic Four 🎉
Today’s headlines to help plan for tomorrow.
Sue’s News
Happy birthday to Monarch Financial Advisors – on August 2nd, we celebrated our four year birthday!! 🥳
Although the time has flown, we’ve accomplished so much in that time – four years down, many more to go!
What’s next? Same as before, with a bit more focus on qualified retirement plan strategies for business owners. 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 you’re curious about any of the strategies below, or you’re a CPA looking for CPEs, give us a call! 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?
“There are no secrets to success; it is the result of preparation, hard work, and learning from failure.” – Colin Powell
Be successful, and be well.
💵 BUSINESS DEDUCTIONS THROUGH QUALIFIED PLANS 💵
Are you a business owner looking for more? More deductions, more retirement savings, more options? There are NINE retirement plan options available to you, providing up to $200,000+ in business deductions! Let’s get you deductions by boosting your retirement savings, instead of buying a bunch of things you don’t need!
⚰️ DEDUCTIBLE LIFE INSUIRANCE PREMIUMS ⚰️
Generally, life insurance on the owner of a business isn’t deductible to the business – but it can be! If you’re a business owner, life insurance is a great idea to protect your business and your family – why not deduct the cost as well?
🗒️UP TO FOUR CPE CREDITS FOR CPAS🗒️
Monarch is approved to provide up to FOUR CPE CREDITS to CPAs! We will be providing open sessions in early November; if you’d like to schedule a separate session for you and your team, let us know!
🎤 Recent Releases 👩🏼🎤
Subscribe to our podcast and YouTube channel for future updates!
📖 BOOK: THE POPPY PRINCIPLES📖
“The Poppy Principles” is the 2022 Feel-Good Book of the Year and a perfect read for all ages, sharing stories and insights to help you live your life to leave a valuable legacy.
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 2023 Run/Walk for a Reason event earlier this month to benefit the Loveland Hope Squad, the 988 Initiative, and the Ben Morrison Memorial Fund.
Thanks to everyone that attended!! I unfortunately couldn’t make it, but I heard it was a wonderful event, with a lot of support for mental health awareness!!
We’re going to continue to get up, get out, get together, and get moving for a great cause in November, where we will once again be providing our support to the Loveland LIFE Food Pantry and their Holiday Giving Shop!
Click the link below to Like/Follow us, so you can stay up to date on future events.
See you on the path!
🦋 CORPORATE SPONSOR 🦋
LOVELAND LIFE FOOD PANTRY
We are so proud to be a corporate sponsor of the Loveland InterFaith Effort (LIFE) Food Pantry!
After organizing multiple benefits for the Food Pantry through our Run/Walk for a Reason events, and seeing the powerful impact this organization has on our local community, we felt we needed to step up and and become aone of their Corporate Partners.
LIFE Food Pantry is a faith and community supported organization that provides food, financial assistance and programs to those experiencing hardship. It’s supported by area churches, schools, businesses, and numerous neighborhoods throughout the Loveland area, and is a critical resource to our neighbors in need.
Looking to volunteer, or donate? Check out their website through the link below – there are multiple ways to help out this incredible organization!
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Monarch Monthly – Fantastic Four (8/2023)
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