Check out our September newsletter!
Building Smarter Plans and Lifelong Partnerships
4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224
4711 US Highway 17 Suite C-5 Fleming Island, FL 32003
904-232-8760
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September 2022
SERVING YOUR LEGACY Your Story Becomes Our Story and Your Family is Our Family
It is the middle of August 2022. As I sit down to compose this message to you, my mind is on my upcoming 29029 Everest Challenge hike in Utah later this month. I must say that my inspiration is fueled by our fundraiser and the children of JaxPAL — they are a true joy and motivator. In May, we honored Mother’s Day. In June, it was all about the dads. And now we’ve arrived at the back-to-school season, and my mind is focused on the kids, all kids. As I think about my own daughter, my thoughts also turn to your children and grandchildren, and this brings a huge smile to my face. As you all know, we are extremely client-centric and family- focused. Here at Wolf Retirement Navigation, we adhere to our own motto. When I meet with people for the first time, in the back of my mind, I hear, “Your story becomes our story; your family is our family.” Together, we are continuously building and tweaking smarter retirement plans along with lifelong partnerships, and I cannot stress enough to you that your family is our family. And when we talk about children, it’s not just your kids — it’s your nieces and nephews, cousins, godchildren, and the list goes on! “Once we reach retirement age, if there is one thing we likely wish we could tell our younger selves, it’d be to start saving for retirement earlier and in larger amounts.” Aside from just legacy purposes, we are also a great resource for your kids and other younger family members to call and inquire about 401(k)s at work, or if they have recently sold a house and are curious about the tax implications, we are here to help! If there’s anything I can do to help your kids, your grandkids, your
nieces or nephews, I am here for them — it’s my true passion and calling. Again, your story becomes our story; your family is our family. All is right in my world when the people I care about are happy. Helping the younger generation gain a foothold in the world of finances and eventual retirement, knowing that generations to come will be getting started on the right track, it just doesn’t get any better than that! At a recent conference that I attended, I came across an amazing book, “Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s” by Ed Slott, an acclaimed financial professional, speaker, and educator, that focuses on saving in a smart and tax-free way in preparation for the onslaught of future taxation for generations to come. I picked up a bunch of copies and will be ordering some more as I’ve found it to be extremely applicable and informational. If you’d like a complimentary copy for yourself or for a younger family member, you can give Robin a call to mail one out to you. Once we reach retirement age, if there is one thing we likely wish we could tell our younger selves, it’d be to start saving for retirement earlier and in larger amounts. I’m sure that this book will be a great resource and an easy read for both you and your loved ones. Once again, I’d like to express that I’m very humbled in knowing so many of you have shared our company with your family, friends, neighbors, coworkers, and those who mean a lot to you. Thank you for helping us to enlarge our circle, for there’s always room at the Wolf Retirement Family for those who are important to you --- because if they are important to you, they are important to us! We look forward to seeing you and, hopefully, a guest at our post-hike JaxPAL fundraiser celebration event at Intuition Ale Works at the end of this month once I return from conquering my Everest Challenge hike! It’s a great venue for forging new friendships. Be well!
-Adam Wolf, CPA, CFP ®
Investment Advisory Services offered through Coyle Capital, LLC, a Registered Investment Advisor. Wolf Retirement Navigation LLC and Coyle Capital, LLC 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 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.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection of benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims‐ paying ability of the issuing company and not offered by Coyle Capital, LLC.
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The Craziest Olympic Marathon of 1904 IT’S UNBELIEVABLY TRUE!
In 1904, the year of America’s first Olympics, the
leaving it behind for the runners to inhale, and they only had two water stations available before the halfway mark — and none in the second half! Even seasoned runners were not up to this crazy course! Three hours and 13 minutes after the marathon began, Fred Lorz, who had ridden a third of the course in a car, crossed the finish line. He was about to be adorned with a floral wreath when he confessed he had gotten so tired that he accepted a ride from one of the cars along the way, so he was disqualified. Thomas Hicks, the true winner, was struggling with just 7 more miles to go. His fans on the sidelines provided him with a secret energy booster mix — a concoction containing strychnine (rat poison), brandy, and egg whites. By the time he crossed the finish line, he was hallucinating. And the fourth-place winner from Cuba wore dress pants and shoes for the entire race (because he lost his money gambling in New Orleans on his way to St. Louis and arrived after hitchhiking with nothing but the clothes on his back!). This 1904 Olympic marathon went down in history as the most bizarre and wildly entertaining race. Luckily, but surprisingly, nobody died!
men’s marathon was a bizarre spectacle to behold. In fact, it was likely the most jaw-dropping event ever in the history of the Olympic Games.
On that hot, sweltering summer day in St. Louis, MO, only 14 of the 32 Olympic competitors crossed the finish line on what was deemed the most difficult course anyone was ever asked to
Our Monthly Informational Webinars Don’t Forget About Our Webinars! Life is busy — we get it! That’s why we proudly offer two virtual webinars a month that you can attend live or watch at your convenience: “The State of the Retirement Webinar” and our new addition, “The Coach’s Corner Webinar.” What’s covered in these webinars? From the comfort of your own home, in a hotel on vacation, or even at the local coffee shop, these webinars are a fabulous opportunity to participate in discussions, ask questions, and address any specific concerns you may have. We cover a variety of educational, informative, and enlightening current topics and conclude each webinar with a question-and-answer session! Each month, Adam looks forward to sharing his insights with you, and the best part is that these are guest-friendly events, so please share the dates and times with your neighbors, friends, family members, and others — even if they live across the country because, remember, it’s virtual! To register, simply click on the link in an email you will receive prior to each webinar. Once you do, you will receive a follow-up email with easy instructions, detailing how to join the live webinar. If you are unable to make it online on the scheduled date and time, don’t worry, because you will also receive a recording of the webinar afterward! For those in attendance, you, too, will receive a recording of the webinar to review! A TIME TO CHAT AND LEARN: undertake. Thomas Hicks, the American who actually came in first, received the slowest time of all of the Olympic marathons since 1896. But why was this one so tough? With temperatures of roughly 104 degrees F and 90% humidity, a rigorous 24.85-mile course with seven hills was a bit much for competitors. Not to mention, support cars were churning up dust,
If you have not been receiving prior emails announcing Adam’s two webinars, please contact our office as soon as possible at 904- 232-8760. You must register in order to be able to attend the live
webinars and to receive the recordings. We look forward to “seeing” you there! SEPTEMBER WEBINAR DATES: State of the Retirement Webinar Tuesday, Sept. 6, 2022, at 5:30 p.m. ET Coach’s Corner Webinar Tuesday, Sept. 20, 2022, at 5:30 p.m. ET
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A NIGHT OF CELEBRATION Adam Wolf’s Post-29029 Everest Challenge Extravaganza!
You’re Invited! We welcome you to join us as we recognize Adam’s success and accomplishments in his recent 29029 Everest Challenge hike in Utah the end of August. He trained really hard every day for months and gave his all out there on the trails! You, our fabulous and generous clients, all came together to make a difference in the lives of the children of our community at a time
that is crucial to their growth and well-being. As we celebrate Adam’s great feat, we will also be presenting our fundraising check to JaxPAL, a wonderful program with whom we have partnered for many years throughout this one-of-a-kind journey. We want to show our appreciation to our community and to you, our clients, partners, and friends, for your much-appreciated support of Adam’s epic hike by hosting a celebration night filled with fun, food, and drinks! We invite you to bring a guest along to enjoy beer, wine, non-alcoholic drinks, and heavy hors d’oeuvres. We certainly love meeting new folks, especially those who are important to you! We look forward to sharing the evening with all of you! You will also be receiving an invitation in the mail.
INTUITION ALE WORKS ROOFTOP DECK 929 East Bay Street, Jacksonville, FL 32202 Wednesday, Sept. 21, 2022, from 6-9 p.m. Kindly RSVP by Wednesday, Sept. 14, 2022, by contacting us at (904) 232-8760.
Take a
Break!
NO-FUSS CHICKEN AND RICE SOUP
Inspired by RecipeTinEats.com
INGREDIENTS
• 2 tbsp olive oil • 1 onion, chopped • 2 garlic cloves, minced • 3 carrots, sliced • 3 celery ribs, sliced • 2 chicken bouillon cubes • 1/2 tsp dried parsley
• 1/4 tsp pepper • 4 cups chicken broth • 4 cups water • 1 1/4 lbs bone-in, skinless chicken thighs • 1 cup uncooked white rice • Salt, to taste
DIRECTIONS
1. In a large pot over medium-high heat, warm the olive oil. Add the onion and garlic and sauté for 5 minutes. Add the carrots and celery, then sauté for 1 more minute. 2. Add the bouillon, parsley, pepper, chicken broth, and water. Stir, then add the chicken thighs. 3. Cover and simmer on medium-low for 30 minutes, then add the rice. Stir, cover, and simmer for 15 more minutes. 4. Remove the pot from the heat and transfer the chicken to a large bowl. Shred the meat and add it back to the soup. Discard the bones. 5. Stir, salt, and serve!
Solution on Page 4
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PRST STD US POSTAGE PAID BOISE, ID PERMIT 411
904-232-8760 www.wolfretirement.com 4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224
Solution to puzzle from Page 3
INSIDE
Our Ever-Growing Wolf Retirement Family PAGE 1 The Insane Story of the 1904 Olympic Marathon PAGE 2
Monthly Webinars PAGE 2
Help Us Celebrate Adam PAGE 3
No-Fuss Chicken and Rice Soup PAGE 3
Places to Visit Similar to Montana PAGE 4
3 Vacation Destinations Similar to Montana GET OUT AND EXPLORE
Because of the popularity of the Kevin Costner miniseries “Yellowstone,” the state of Montana is seeing an economic boom, both in tourism and real estate, as people flock to explore the natural beauty of the state. But with Montana’s increasing popularity, traveling there may not be ideal, especially if you want to avoid crowds. Here are some other destinations that offer similar sights and activities! STANLEY, IDAHO If the mountains are calling your name, then Stanley, Idaho, is the place to go! About three hours northeast of Boise, this gem has three different mountain ranges: the Sawtooth, Lost River, and White Cloud. This trifecta is home to whitewater rafting, hiking, sightseeing, rock climbing, mountain biking, and exploring. While there’s tons to see and experience during the day, the beauty doesn’t stop at night. As Stanley is situated in the Central Idaho Dark Sky Reserve, you’re able to see so much more in the night sky, such
there is no sign of human development for miles. It’s a truly remote and beautiful place to visit and explore. You are sure to encounter some amazing wildlife while hiking or camping — the park is home to more than 60
species of mammals and 300 species of birds. BIGHORN NATIONAL FOREST, WYOMING
Specifically known for being remote, Bighorn National Forest is located in north-central Wyoming and offers over 192,000 acres of open wilderness and 1,200 miles of hiking trails to venture out on. The forest contains many meadows and grasslands surrounded by large, dancing mountains and rolling hills. The best part is that there are many different ways to explore Bighorn National Forest. Fishing, camping, mountain biking, rock climbing, camping, hunting, and horseback riding are just a few of the many ways to experience Wyoming’s beauty. Are you ready to get out and explore these different areas of our nation’s beauty? Check some of these great destinations off your bucket list!
as the Milky Way, meteors, and even planets! GRAND TETON NATIONAL PARK, WYOMING
In Grand Teton National Park, you’ll find many sights and wildlife similar to those seen on screen in “Yellowstone.” The towering craggy peaks and luscious landscape do not disappoint, and sometimes
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