Elevate Wealth Management

When we read stories that make us smile, we like to share them with our network! 😊

Imagine walking your dog and stumbling upon a piece of history. That's exactly what happened to 12-year-old Rowan Brannan and his mother, Amanda, in Sussex, England. What Amanda initially dismissed as just some old strapping turned out to be a golden treasure from the first century AD!

Rowan's adventurous spirit and curiosity led him to discover something truly extraordinary — a 2,000-year-old gold band, proving that sometimes, the most remarkable treasures are just beneath our feet.

Read the full story using this link: https://www.goodnewsnetwork.org/boy-finds-rare-gold-roman-bracelet-in-a-field-where-it-was-lying-for-2000-years/

What happens to pets in the case of divorce or the death of an owner?

Through estate plans, owners are able to ensure the needs of their pets are met, even if something happens to them.

When considering estate planning for pets, essential factors include:

🐾 Identifying unique care needs and the desired living arrangement for each pet.
🐾 Allocating financial resources for their care.
🐾Selecting responsible individuals for daily care and financial oversight.

Failure to plan can leave pets at risk of not receiving proper care or even euthanization. To mitigate such outcomes, establishing a pet trust can provide a structured solution, offering peace of mind that your pets will receive the care and protection they deserve in your absence.

Want more information? Reach out to our team — we are here to help.

Feeling sticker shock from online retirement calculators? We have good news: A thoughtful financial plan can put you on the right path, eliminate stress, and let you enjoy life while your money grows behind the scenes.

Here’s a general guide of recommended retirement savings by age:

By 30 - Save an amount equal to your annual salary.
By 40 - Aim for three times your annual salary.
By 50 - Have six times your salary saved.
By 60 - Have eight times your annual earnings saved.
By 67 - Target ten times your annual salary in savings.

Remember, everyone's journey is unique! If you're feeling behind or just want to chat about your financial plan, reach out. There's always a way to achieve financial security.

📢 401(k)s get a lot of attention, but for many Americans—especially government workers—pensions will power their retirement future 💪

With that in mind, we're sharing below a couple of tips for people with pensions.

💸Start early - The sooner you begin saving for retirement, the more time your money has to grow. Don't delay; set aside a portion of your income for your pension today!

💸Stay informed - Keep up with changes in pension regulations, investment options, and retirement planning strategies. Knowledge is power, and being aware of your pension options will help you make informed decisions for a secure future.

The overall message for pensions? As with all retirement planning, be an active participant in planning your financial future.

For specifics on pensions and other retirement vehicles, reach out—that’s what we’re here for!