Element Wealth

Life insurance can not only provide protection, but it can also potentially play a role in your retirement planning. Beyond the death benefit, certain policies can build cash value over time, offer tax-advantaged growth, and provide flexible access to funds that may support your income needs.

Contact us today to review how using life insurance strategically may fit into your overall financial strategy. 866-957-6006.

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Life Insurance: 4 Unexpected Benefits for Retirement Income and Planning - AOL Life insurance isn’t just a death benefit. Experts say whole life & hybrid policies play a role in retirement planning, offering tax advantages & flexibility.

At the core of our firm are five principles that guide everything we do: putting clients first, leveraging technology to better serve families, operating with transparency, letting the best ideas win, and staying creative and flexible in an ever-changing world.

These values shape the way we approach our relationships, planning, and the future for every client we serve. Contact our team to learn more about how we can help you: https://bit.ly/490g3WG

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help. Contact us at 866-957-6006!

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Financial conversations are constantly changing, and “Element Wealth Radio” with Jeremy Nelson is designed to help you stay informed every step of the way! He discusses income strategies, today’s market headlines, and even shares insights to help you make educated decisions. Tune in on WFMN 97.3 FM Sundays at 8:30 AM or Wednesdays at 9:00 AM, and listen to past episodes anytime: https://bit.ly/4if1HFu

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.

These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.

At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals. 866-957-6006.

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Is the ‘Trinket Trend’ Taking Over Your House (and Your Wallet)? - NerdWallet Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan. 866-957-6006.

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https://yhoo.it/4tW6SQV

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://bit.ly/4tY5k8Y

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June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at 866-957-6006!

Disclosure: https://bit.ly/4jEILkL

On "Element Wealth Radio", Jeremy Nelson dives into thoughtful strategies, answers real listener questions, and shares insights you can actually use. He helps break down your “element” and what it really takes to live in it!

Tune in to WFMN 97.3 FM on Sundays at 8:30 AM or Wednesdays at 9:00 AM. Catch up on past episodes here: https://bit.ly/4if1HFu

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. 866-957-6006. Let’s keep thriving together!🏃‍♂️

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