A monthly newsletter brought to you by Treece Financial Group | # 59 | April 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
Financial Literacy = Healthier Investments

Since 2004, April has been designated as Financial Literacy Month in the U.S. to teach Americans how to establish and maintain healthy financial habits. What better way to strengthen your financial literacy than with a light and easy-to-digest...

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April is National Social Security Month

April is National Social Security Month and this year we're highlighting some of the time-saving features of the my Social Security account. Once you create an account, you'll see that we already have your work history and secure information to...

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April 16th is National Healthcare Decisions Day

National Healthcare Decisions Day exists to inspire, educate and empower the public and providers about the importance of advance care planning.
End-of-Life Talks Can Bring Loved Ones Together

(Editor's note: This story is part of a special report for The John A. Hartford Foundation .) Before his mother, Dee Dee, died from emphysema in 2009, Larry Sernovitz spent a lot of time at her bedside, keeping her company.

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Visit the NHDD website for a library of additional online and print tools to help you and your loved ones begin the conversation about wishes for end-of-life care.
Andrew Bellinson
Referral Partner of the Month:
Andrew Bellinson: Admiration for the Elderly, Respect for Caregivers

As the Managing Partner and Owner of Bellinson Law Firm, P.A. , Andrew Bellinson has key insights, compassion, and sound strategies for our aging population and those serving as care givers.

He has an intense admiration for the aging and respect for the challenges experienced by caregivers. With a strong background in finance and elder law, Bellinson has helped thousands navigate the complex issues related to caring for a loved one during a law career spanning almost 20 years.

Note: We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend. View our complete referral list.

The above mentioned professional is not affiliated or registered with Cetera Advisors LLC.
Welcome to Team Treece!
David Fernandez

Our newest intern, David Fernandez, is a student at University of Miami who is majoring in Biomedical Engineering and Finance and hopes to one day be a financial analyst . David has a passion for financial analysis and is working with our team doing trend and market research for our blog posts and marketing materials, strengthening our digital presence, and helping us expand and maintain our website.

Around the office he is known as "D3" since we already have two other David's on our team! D3 is usually in our office on Thursdays and will have the opportunity to learn more about how a real-world financial planning office operates over the foreseeable future. "D3" can be reached at david.fernandez@davidtreece.com .
Did you know you can easily access your money management accounts and services through our website?

Simply bookmark this link for a shortcut to a direct login page for the accounts you may have with us. Need assistance with passwords? Login? Call our office at 305-751-8855 and we will be happy to walk you through it.
Client Access

Directly login to your money management accounts. Money management, financial management, financial advisor, budget planner, financial planning, investing, mint, budget, stock, stock market, stock market today, shares, penny stocks, investment...

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