May Quarterly Newsletter

Upcoming Education Event 

If you're nearing retirement—or know someone who is—this newsletter includes the registration link to sign up for the workshop on Social Security and Medicare benefits. Please feel free to share it with anyone who could benefit. Understanding the timing and options available is key to making informed decisions and maximizing benefits based on each individual’s unique situation.

2025 has been a wild ride when it comes to market volatility. I expect continued ups and downs in the months ahead. I’ve been having ongoing conversations with clients about this, and I’m always happy to address your questions or concerns. Please don’t hesitate to reach out if you'd like to discuss your financial plan.

Summer is almost here! Pat and I have a couple of trips planned, and I look forward to sharing some photos from our travels in the next quarterly newsletter. I’d also love to see what you’ve been up to—please feel free to send along pictures from your summer adventures. It’s always a joy to see the fun and memorable moments

happening in clients’ lives.

As always, if you need anything or have any questions, please feel free to reach out or schedule an appointment through the button below!

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Julie Luther

Financial Advisor

Priority Wealth Partners

419-719-0959

pwptoledo.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.