Evelin Freytas MBA, CLTC, LUTCF with Mastermind Wealth Strategies, LLC

Legal documents are more than just paperwork—they provide peace of mind. Being proactive ensures your wishes are respected and loved ones protected. Don't wait for the storm, prepare for it! Embrace the future with confidence in your finances.

🌟 As the President of the Ecuadorian Volunteers Association - EVA I am honored to invite you to our 31st annual fundraiser gala! Join us for a night of elegance and purpose as we come together to support vital community projects in Ecuador. 🎉🎟️

Your ticket not only guarantees a fabulous evening filled with entertainment, delicious food, and amazing company, but it also directly contributes to making a lasting impact on the lives of those in need. 🙌💫

Let's celebrate and party for a good cause! Get your tickets today and be a part of this incredible event that combines philanthropy with fun. Together, we can make a difference.

Ecuadorian Volunteers Association’s 31st Annual Fundraising Gala Get ready for a night filled with laughter, music, and delicious food. This is an opportunity to support our cause while having a great time

Taking small, impactful steps today can lead to a brighter tomorrow.

Building a robust retirement fund isn't just about financial security; it's about gaining the freedom to enjoy the life you've always dreamed of. Consider these steps to boost your retirement savings and build a solid foundation for your future.

It's June 1st and the start of a brand new month! It's time to wrap up any spring cleaning and financial activities left over from the previous month. We hope you make some great progress towards achieving your goals this June with a friendly smile on your face.

It's great to be back after a wonderful Memorial Day weekend. We hope that everyone had an enjoyable time with family and friends. Let's keep the spirit of Memorial Day alive by honoring those who've sacrificed, both past and present.

Designing financial strategies is a continuous commitment, and that's precisely why we offer our clients consistent and comprehensive support and guidance throughout the year.

If you care for growing kids and aging parents, you may feel pushed to the max. We understand how you feel. That's why we aim to help you know more, save more, and protect more—for your loved ones and yourself. And if we can provide more support or advice, please don't hesitate to reach out!

Latinas in Finances is a project that is near and dear to my heart! If you are in the Chicago area I would love for you to attend our in-person Meet and Greet on April 27th! See you there.

https://www.eventbrite.com/e/latinas-in-finances-official-in-person-meet-and-greet-tickets-472795653527?fbclid=IwAR1PyxIeLgG1ve7izhi1r9qFvXclvSwFF6BBzIfCCVzmxdmJa8DMjVjrq8g&mibextid=Zxz2cZ

Latinas in Finances

Big news for families saving for education and retirement! Starting in 2024, tax-free rollovers from 529 plans to Roth IRAs will be possible. This presents a fantastic opportunity to maximize your education and retirement savings, potentially saving you significant tax dollars down the road.

Keep in mind, there are some limitations to this rule. Contact me today to discuss.

#529

Taking time to reflect is not only good for your heart and mind but also for your financial well-being. Reflecting on your goals, progress, and decisions can help you make better choices and stay on track.

We are here to support you every step of the way and help you achieve the life you envision. Let's reflect, learn, and grow together.

Building your wealth is like constructing a house—it requires a solid framework to support its growth.

With a strong framework in place, your wealth can stand the test of time and weather any market conditions. Let us help you construct your wealth framework, brick by brick, so you can enjoy a financially secure future.

May your holiday be filled with joy, love, and good company. Let's take this opportunity to reflect on the importance of hope, renewal, and new beginnings. Happy Easter!

Wishing everyone a happy Passover! May this holiday bring you and your loved ones peace, happiness, and an abundance of blessings.

Contributing to a Spousal IRA helps ensure that both partners have tax-efficient retirement savings.

Do you think a Spousal IRA aligns with your long-term retirement planning goals?

Regardless of your age, we're here to help you navigate the different stages of your wealth journey. If you're starting with a new investment plan or adjusting an existing plan, it's important to remember that investing is a long-term game.

How serendipitous! I was invited to join a national Zoom call to discuss business solutions, only to discover that it fell on International Women's Day. It truly felt as if it was meant to be.

Inflation is ever-present and can significantly impact your financial well-being, making it important to take proactive measures to safeguard your financial future.

Social Security benefits will likely not be enough to provide for your retirement income needs. Instead, you may need to draw upon a combination of income sources, such as pension payments, retirement savings, and investment income. But how do you determine the right mix of sources for your unique circumstances? Contact me today to help navigate your retirement options.

When it comes to planning for retirement, it's crucial to take several key factors into account. These may include diversifying your investment portfolio, estimating your future retirement expenses, preparing for potential long-term care needs and associated costs, as well as developing a tax-efficient strategy for your retirement income.

Our priority is to ensure that you are in the best financial shape possible as you approach retirement. Let's discuss your retirement plan today.

One of the most important aspects of succession planning is identifying potential successors who can take over your business in the event of your departure.

Consider both internal and external candidates with the necessary skills, experience, and qualities to lead effectively. Seek individuals who share your values, vision, and have a track record of success. Contact me today to discuss your succession planning options.

While chasing after rainbows might not be the most reliable strategy for your financial future, having a solid retirement plan certainly is.

So here's to a happy St. Patrick's Day filled with luck, joy, and maybe even a little bit of financial prosperity.

Patience pays off when it comes to Social Security benefits! While it may be tempting to take your benefits as soon as you're eligible, waiting until your full retirement age can offer significant advantages. By delaying your benefits, you can increase your monthly payments and potentially receive a larger overall payout over your lifetime.

New Law Alert!

New updates are being made to 529 Plans! Do you understand these new changes and how they can benefit you? I would be happy to answer any question that you might have. Schedule a meeting with me today.

#529

Your financial legacy extends far beyond your own lifetime. It's the impact that you make on future generations, the lessons you impart, and the values you instill.

We've had the privilege of being a part of these important conversations over the years, helping families navigate the complexities of wealth management and ensuring a secure financial future for generations to come. Let us help you build a lasting legacy that your family can be proud of.

Hello everyone! I hope you're all doing well. While I may have missed posting on International Women's Day this year, I still want to take this opportunity to talk about the importance of embracing generational women. As a busy mother, I know firsthand the challenges that women face in balancing their many responsibilities. But one thing that's always helped me is the support of the women in my life. My family and the women in it have been instrumental in shaping who I am today, and I know that many of you feel the same way about the women in your lives. It's important for us to be there for each other, to uplift and empower one another, and to celebrate our achievements no matter how big or small. We're all in this together, and together we can achieve anything. So let's keep supporting and encouraging each other, not just on International Women's Day, but every day of the year. Thanks for listening, and I hope you all have a wonderful day!

Do you know the difference between a Roth and Traditional IRA? Contributions to a Roth IRA are made with after-tax dollars, but earnings and withdrawals are tax-free. Traditional IRA contributions are tax-deductible. Did you know that you can still contribute to your 2022 IRA?

Today we honor the leaders who have guided our nation through both triumph and challenge. Let us continue to work towards a future where all voices are heard and all individuals are treated with dignity and respect.

This just made my day! 😊 Thank you The Grout Medic of North Chicago. Financial tip of the day, no need to replace old tile to make your bathrooms and kitchen tiles look new, maybe all they need is a little regrouting and recaulking! 😘 If anyone is looking to bring their tile and grout back to life, call them TODAY! Their work and customer service is incomparable. Check out all their 5 ⭐️ reviews on google! thegroutmedic.com

Don't let impulsive decisions jeopardize your financial future! Schedule a meeting with your advisor to safeguard your investments against market volatility.

Show your finances some love this month by tackling your financial to-do list. A little planning goes a long way!

Happy Valentine’s Day from the Freytas! This Valentine’s Day, I hope you find joy in everything you do. ❤️

Happy Valentine's Day to all of our valued clients! We want you to know how much we appreciate your trust and loyalty. We are grateful for the opportunity to work with you and help you achieve your goals.

Money talks can be tough, but they're worth it! Openly discussing finances with your partner takes practice, but it's a key step in building a strong relationship and financial future. Strong communication leads to a strong partnership and more effective financial planning.

Loving your financial plan is not just about the numbers, it's about feeling in control and confident in your financial future. Contact us for a complimentary consultation.

Navigating healthcare in retirement can be overwhelming, especially if you've had employer-based coverage most of your life. Contact us to discuss the options to meet your healthcare needs in retirement.

It's normal to feel stress over the daily obligations of financial planning, but don't forget about the major life stages that require special attention and strategies.