Wolf Retirement Navigation July 2018

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JULY 2018


What Are Your Favorite 4th of July Traditions?

Over the years, my Fourth of July traditions have changed quite a bit. When I was a kid, we didn’t have immediate family nearby. Both my mom’s and dad’s families lived out of state, and since my parents wanted to avoid the traffic, we never traveled during the holidays. For our Fourth of July weekends, we spent time with close family friends and church. Our extended family included folks from St. Michael’s Church, and watching the fireworks with them was always a lot of fun. I still have fond memories of childhood fireworks shows, although I have to say that nothing compares to the Jacksonville Beach fireworks show my own family gets to see every year. I have kept up the tradition of not traveling during the holidays, so for Independence Day, we always stay home. My wife and I host a small get-together with my mom and her husband Mike, who live down the street. We eat, catch up on what’s new with everyone, and then go down

to the beach and watch the fireworks.

My daughter Isabella is completely enchanted by the fireworks. Watching her reaction is my favorite part of the Fourth of July festivities, because I love seeing my child happy. We do a lot to make sure our loved ones are happy, and part of what I enjoy most about being a retirement advisor is helping

family when you are no longer able to do so yourself. It covers unexpected expenses, provides a financial pick-me- up, leaves a lasting memory of your hard work, and acts as a reminder of your love because you continued to find a way to provide for your family. I’ve helped many people plan retirements that empowered them to leave behind legacies for their kids, nieces and nephews, close friends, and charities, and churches within their communities. This year, on the Fourth of July, I hope you will enjoy great food, admire some amazing fireworks, and get to spend some quality time with your family — whether they’re your biological family or your extended family.

my clients know their family members will be happy and well-taken care of — during their retirement years and even after they’re gone. A lot of people think retirement planning is all about making sure you’ll be able to buy a new boat, travel the world, and never work again. Yes, that’s a big part of it, but retirement planning is also about leaving behind a legacy. During our working years, it’s not just our spouses we’re working to take care of and provide for. My wife and I both work hard to make sure our daughter is taken care of too. Even after she has attained “young adult” status, has moved out of the childhood home, and is working to support herself, I know my need to take care of Isabella isn’t going to go away.

... nothing compares to the Jacksonville beach fireworks show my family gets to see every year. “

Happy and safe Fourth of July!

Building a financial legacy is sort of like creating a safety net to take care of your

–Adam Wolf, CPA, CFP ®

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 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.

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