Summer is here! We hope everyone had a great Memorial Day holiday! We'll keep the introduction short this month, because we know everybody has their brain switched to vacation mode and we won't have your focus for too long.
The Wealth Report - "Advice for Your Recent College Graduate" - touches on something a little different than our usual topics. The article highlights some important steps that the recent college grads in your life - whether that be children or grandchildren - can take in order to get a good start with their careers and financial well being. It's never to early to start planning for your future, but so many don't know where to begin. So, if you've got any grads in your life, then they might benefit from some of the advice the article shares.
there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.
James D. Stillman
Medicare Planning Note
Another thing we want to highlight this month is the fact that Kelly can help any of you that are turning 65 (or retiring and coming off of group coverage) with Medicare planning. We've had several clients lately mention that they're feeling overwhelmed with all the junk they're getting in the mail regarding signing up for Medicare and supplemental coverage. We do offer Medicare planning at JDS, but don't often advertise this, so we've realized that people don't even know that we can help. Kelly is contracted with several companies and is more than happy to help you wade through the steps of Medicare planning. Just let her know and she'll send you some good information to get you started.