Independence Day, also called Fourth of July, is the annual celebration of nationhood. The day commemorates the passage of the Declaration of Independence by the Continental Congress on July 4, 1776. As we are blessed to celebrate Independence Day at Secured Retirement, we take a moment to pause on what the holiday and this country means to our families and clients.
Congress has and will continue to make decisions that impact most families in their economical livelihood near and at retirement. Our team keeps a close watch on Congressional decisions to plan morally, legally, and ethically the role taxes will play in retirement. The Fourth of July is also a mid-year time to review and adjust retirement strategies based on current and foreseeable legislation changes and learnings shared this spring by former U.S. Comptroller David Walker’s presentation.
With uncertainties to the impact of rising inflation and market volatility we will be hosting additional webinars with guest speakers from Secured Retirement and our partner network. These focused topics are geared toward better understanding strategies to implement what you can control. We hope you will join us and refer Secured Retirement to those that may be seeking retirement planning.
May we also suggest other great Fourth of July moments filled with recipes from our Secured Retirement cookbook including Never Fail Pie Crust & Apple Pie and Raspberry Fudge Ribbon Pie on page 55 among the favorite recipes by our clients. We wish you an amazing summer, hopefully enjoying the freedoms our great country brings.
Have a great week!
Nathan Zeller, CFA, CFP®
Chief Investment Strategist
Please contact us if you would like to review your individual financial plan or learn how the TaxSmart™ Retirement Program can help you.
Office phone # 952-460-3260