Client Newsletter 2Q21
Dear Ambassador Family, Happy Spring! It’s time to talk about a subject most of us would rather avoid (but can’t): Taxes! “It’s not what you earn that matters, but it’s what you keep.” You have heard me repeat this saying over the years. But I want you to take this to heart. I’ll share a Read more ➝
Client Newsletter 1Q21
Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Our office is looking forward to what this new year will bring. Quick Recap of 2020 A quick glance at your December statement might give you the impression that 2020 was smooth sailing. Unfortunately, that was not the case. Do Read more ➝
Client Newsletter 4Q20
Dear Ambassador Family, I hope each of you and your loved ones are healthy and well. It has been an incredible year. As we enter the fourth quarter, I want to touch on a few Issues where clients have sought our help. Early Retirement Several of our clients have had to make the hard Read more ➝
Client Newsletter 3Q20
Dear Ambassador Family, What a whirlwind 2020 turned out to be. We just experienced a six-month sprint through a global pandemic, new laws, record-breaking unemployment, the loss of loved ones, and the disruption of everyone’s personal and professional lives. (For a quick recap of 2020, read through the box on the below.) Six months of Read more ➝
Client Newsletter 2Q20
Dear Ambassador Family, I hope this letter finds you well during these difficult times. This isn’t the spring we were all looking forward to, but we are thankful that Washington is trying to manage the spread of COVID-19. We look forward to the next several weeks and months as this crisis begins to subside and Read more ➝
Client Newsletter 1Q20
Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! In 2019, I saw great success stories in our client’s lives. I want to congratulate those who invested in themselves to confidently walk into the next chapter of their lives. We have families who: Retired successfully Paid off their debts Read more ➝
Client Newsletter 2Q19
Client Newsletter 2nd Quarter 2019 It’s Time to Get Your Plan. Dear Ambassador Family, I asked someone recently, “what is your financial plan?” They answered: “To retire at 65!” Friends, THIS IS NOT A FINANCIAL PLAN. In my last quarterly letter, I talked about the value of having a written Financial Plan. I urge you Read more ➝
Client Newsletter 1Q19
Why a Financial Plan Is So Important! Dear Ambassador Family, Happy New Year! In order to think ahead, I believe it is critical to reflect objectively on the past. Let’s do both in this letter. We will discuss the benefits of having an up-to-date, strategic financial plan. Then I will explain how we sought Read more ➝