Wolf Retirement Navigation May 2019



4230 Pablo Professional Court Ste. 101 Jacksonville, FL 32224

4711 US Highway 17, Suite C-5 Fleming Island, FL 32003

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May 2019

Lessons Learned What My Mother Taught Me

M other’s Day is Sunday, May 12, 2019. Go ahead and put a reminder on your calendar in case you forgot! In honor of Mother’s Day, I want to share the three most important lessons my mom taught me. What Work Ethic Looks Like My mom and dad raised my sister and me. Mom was there daily while simultaneously running day care centers and later becoming a middle school life skills teacher. All these jobs comprised of challenging tasks individually, but my mom managed to be amazing at all three! She always worked so hard, and I never saw her slack off or take a shortcut. A big part of our success at Wolf Retirement Navigation is because of my mother. It’s not easy to run your own business, but I learned from the best. Mom led by example, teaching my sister and me that when you have a strong work ethic, you can accomplish great things. How to Be Kind I watched my mom make friends with complete strangers. It didn’t matter who they were or where we were; she greeted everyone with kindness and compassion. Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Wolf Retirement Navigation LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial

Most people aren’t used to receiving such kindness from a total stranger, and I remember how much her compassion meant to the people she met. Kindness is one thing you can never over-extend. Mom led by example, teaching my sister and me that when you have a strong work ethic, you can accomplish great things. “ In my work, it’s important that I understand my clients’ retirement goals. I need to put myself in their shoes to understand how hard they have worked and what their dreams are for the future. I couldn’t do my job proficiently had my mother not put kindness and empathy into my heart. The Value of Patience My mom is the most patient person I know. In both good times and not-so- good times, she would respond with patience first. I know my sister and I weren’t always the easiest kids when we were growing up. When things got difficult, my mom would still be patient with us while trying to understand our professional before making any investment decision. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wolf Retirement Navigation LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

side of the story, which, oftentimes, differed from her perspective. I’d say we were wrong and stubborn most of the time, but her patience and understanding meant a lot to us and helped us to see the situation in a different light. Whenever I feel like snapping or losing my temper, I take a deep breath and remember that I am my mother’s son. She showed me the importance of patience, and I would be doing her a disservice if I didn’t practice patience in my own life. I’ll admit, it’s not always easy, but when I practice patience, I am honoring her. When I was young, I never really appreciated all these things my mom did for my sister and me. Honestly, I took them for granted. Now that I’m a parent, I recognize the time she took to teach these values to my sister and me through her words and actions. She is an awesome mother and a great person. The values she taught me are the same values I want to teach my own daughter. Happy Mother’s Day, Mom. Thank you for all the lessons you taught me and for helping me become the man I am today. I love you. -Adam Wolf, CPA, CFP ® Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams, refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

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