✌️ Dual-Purpose Investments ✌️
Today’s headlines to help plan for tomorrow.
Sue’s News
Retirement, investments, insurance. Generally, people think they’re all separate – you plan for retirement ✔️, you invest in the stock market ✔️, and you buy life insurance ✔️.
But what if you could get a two-fer? Or even a three-fer?
There are efficient ways to put your dollars to work for you, so that you have at least two, if not all three, of these covered!
College funding, retirement income, death benefits, mortgage protection, real estate purchases, business protection…. there’s lots of ways to mix and match, customizable to you, with the end goal to use your dollars more efficiently and effectively.
The links below show just a few of these options… if you think to yourself “Hmmm, I wonder if we could do THIS….”, then call us, to see if the answer is yes!
“Money is a tool. Used properly, it makes something beautiful; used wrong, it makes a mess!” -Bradley Vinson
Be safe, and be well.
💸 College Planning 💸
529 plans, or other college savings accounts, are great, IF you live for the 18 years until your child goes to college, and IF they go to college or trade school. What if you pass away? Or they elect to not pursue higher education? Or the market goes down right before they start? Here’s an answer that provides a tax-free savings account with a death benefit.
🏠 Real Estate Investing 🏠
Looking to invest in real estate? What if you could put your money into an asset that never credits less than 0%, AND provides a tax-free savings account for you, AND can be used as collateral for a line of credit that can be used for a real estate loan, AND provides a death benefit?
💰 Business Protection 💰
In a perfect world, business owners and key employees happily work for your business until retirement. But what if that doesn’t happen? Here’s an option to help retain key employees, provide tax-free retirement savings to the owners, and to protect the business (and remaining owners!) if someone passes away.
💸 Mortgage Protection 💸
Did you take advantage of the crazy-low interest rates over the last year to refinance your mortgage, or to buy a more expensive property, for a lower monthly payment? What if something happens to you before it’s paid off? Let’s make sure your family can stay in that house, regardless of what happens to you.
🎤 Recent Releases 👩🏼🎤
Subscribe to our podcast and YouTube channel for future updates!
Podcast: Monarch Financial Advisors
What makes Monarch unique? Where did the name come from? How are retirement, investments, and insurance related? We were interviewed in the inaugural BNI Achievers podcast by BergTech Solutions to answer these questions and more!
Financial Publications
Matt Ackermann and I recently co-wrote an article for Loveland Lifestyle providing tax-reduction strategies for individuals and business owners – check it out!
🏃♀️ Run/Walk For a Reason 🏃♀️
Craft 🍺, Community 🤝, Cause 🤗
2022 Update!!!
The 2022 schedule is being planned as we speak, with the first quarter of 2022 being our ‘bye week’!
My co-sponsor Chris Owens and I will be back at it for Q2, focusing on The Loveland Hope Squad and the Ben Morrison Foundation! Hope Squads seek to reduce self-destructive behavior and youth suicide by training, building, and creating change in schools and communities – we are so excited to partner with, and support, them again!!
Dates are being finalized – make sure to Like/Follow us on Facebook for more details, and to hear about future events!
Recent Posts
Monarch Monthly – Fantastic Four (8/2023)
September 8, 2023
