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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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June 2024
FATHERHOOD THROUGH THE AGES — Guiding, Teaching, and Inspiring
As we celebrate Father’s Day, we wish to honor the evolving journey of fatherhood — a path of growth, change, and fulfillment. From the first awe-inspiring moments of new fatherhood to the reflective years of retirement, the role of a dad is forever growing. The New Father In the beginning, a father learns the art of nurturing while forever changed by the tiny hands that grip his finger. He discovers strength he never knew he had and a love that exceeds explanation. As a new father, he is a teacher of life’s simplest joys and a protector of a new dream. The Growing Years As children grow, so does a dad. He becomes a mentor, guiding with wisdom gained from his own life’s trials and triumphs. He is the coach on the sidelines, the advisor in times of doubt, and the greatest supporter of every endeavor. The Teenage Years With patience and a steady hand, a father navigates the tricky years of adolescence. He learns to let go, allowing his children to make their own mistakes while standing nearby to counsel and comfort.
The Empty Nest As children leave home to build their own lives, a father’s role shifts yet again. He becomes a confidant, friend, and a great source of encouragement, his influence echoing in his shared values and lessons. The Golden Years In retirement, a dad reflects on the legacy he has created. As a wise elder, he shares stories and experiences that shape the next generation. He enjoys the fruits of his labor, feels proud of his children’s accomplishments, and watches his grandchildren grow. It’s a magnificent time. The Everlasting Impact Throughout every stage, a father’s love and guidance forge a path for his family’s future. His role may evolve, but the essence of his influence remains a constant source of strength and inspiration. This month, we celebrate and honor all dads, father figures, and paternal bonds. Fathers, like our clients’ services and support, are the backbone of stability and comfort, making every challenge manageable and every success sweeter.
Strength and Resilience: Just as we strive to offer unwavering support to you, fathers stand as the bedrock of resilience, weathering the storms of life with a steadfast heart. Wisdom and Guidance: Our goal is to guide you with our expertise, much like a father imparts life’s most valuable lessons, navigating the path ahead with sage advice. Unconditional Love: The unconditional commitment we pledge to our clients reflects a father’s boundless and unconditional love through all stages of life and growth. Support and Encouragement: We celebrate the encouragement fathers provide, much like the way we cheer on your goals, achievements, and milestones, big or small. Patience and Understanding: Patience is a virtue in both service and fatherhood, understanding and meeting the needs with grace, diligence, and a calming force in a chaotic world.
To Dad, the cornerstone of our family: Your strength is the foundation upon which we build our dreams, and your wisdom is the light that guides us through every step. You’ve taught us the value of hard work, the importance of kindness, and the power of laughter. You’re not just a father — you’re a mentor, a hero, and a friend. You’ve taught me that success isn’t measured by what you achieve but by the challenges you overcome, and I want you to know your resilience in the face of adversity is the blueprint, the narrative, of my own life.
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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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INTRODUCING TRANSPARENT TVS The Next Leap in Home Entertainment and Interior Design
Innovation meets design as LG and Samsung unveil their latest home entertainment marvel: transparent televisions. This revolutionary technology will transform living spaces, merging sleek design with cutting-edge functionality. LG’s Visionary Approach LG’s pioneering model presents a 77-inch OLED display that masterfully transitions from a transparent pane of glass to a vivid, full-color screen. This innovation is perfect for those with a modern minimalist aesthetic, as it allows the TV to blend effortlessly into any environment. It’s an ideal solution for maintaining spacious rooms without compromising on tech needs. Samsung Steps Up Samsung’s contender not only matches LG’s transparent display technology but raises the stakes with crisp image quality. At the 2024 Consumer Electronics Show (CES), Samsung showed off its bright and vivid microLED display next to LG’s transparent television and other transparent models on the market. What you see is a stark difference in brightness and a fully transparent, frameless design. However, Samsung’s transparent television is not yet on the market; LG’s OLED TVs will be released this year.
A Leap Toward Multifunctional Spaces Gone are the days of the TV as a room’s focal point. Instead, these devices offer flexibility, serving as windows to digital content and the physical world behind them. A blend of form and function elevates the user experience. The potential of transparent televisions extends beyond the home. Retailers, restaurateurs, and bar owners can leverage these devices to create engaging displays and atmospheres without sacrificing space. This technology can turn any commercial setting into a
dynamic visual experience. The Future of Television
As LG and Samsung lead the charge into this new era of home entertainment, it’s evident that the future of television is not just about screen resolution or size but how these devices can better integrate into our living spaces. The question is no longer whether technology can blend into our homes but how we can reimagine our spaces around these transformative devices. The future is here, and it’s transparent!
HOW TO BECOME A WOLF RETIREMENT AMBASSADOR
YOU’RE A SIMPLE REFERRAL AWAY!
At Wolf Retirement Navigation, our mission is to enhance the financial peace of mind of our clients, in addition to their circles of friends and family, through professional retirement planning, estate and legacy planning, tax optimization, and investment management. We thrive on referrals from our valued clients like you that help our business to grow and flourish. To express our gratitude for your continued trust and support in our services, we are thrilled to introduce our new Ambassador Program! As a part of the Wolf Retirement Navigation Ambassador Program, you will gain exclusive access to special events dedicated to celebrate and thank you for your pivotal role in our expanding WRN community. Let’s take a look at how it works! HOW CAN YOU JOIN THE WOLF RETIREMENT NAVIGATION AMBASSADOR PROGRAM? It’s simple! Just refer someone who could benefit from our services. After your referral has their initial meeting with us, you’ll receive an invitation to become an ambassador which includes special events and awards to celebrate you and your referral!
WHO MAKES A GOOD REFERRAL? Consider referring someone new to our office who currently faces one of these situations: • Nearing retirement or already retired • Experiencing a significant financial change or life event • Concerned about safeguarding their wealth during retirement
•
Feeling overwhelmed by the complexities of planning for a fulfilling retirement
Your referral is the best compliment you can give us, and we appreciate you and all≈you do for us!
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INTRODUCING OUR NEW LUNCH-N-LEARN EVENTS! We’re excited to announce our new series of monthly in-person lunch events created especially for our clients and their guests! Join us each month to explore engaging topics centered around retirement and beyond. Due to limited seating, we encourage you to register early by calling our office at 904-232-8760 to secure your spot(s). Keep an eye on your inbox! We’ll be sending out details for each event every month. Here are the dates for our first three sessions. Mark your calendars and stay tuned for more information. Join us for these informative and enjoyable gatherings! Upcoming Lunch-n-Learn Events
Friday, June 14, 2024, starting at 11:30 a.m. Friday, July 19, 2024, starting at 11:30 a.m. Friday, August 16, 2024, starting at 11:30 a.m.
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Baked Sweet Potato Fries
Humor and Joy: Laughter and joy are the sparks that ignite our shared experiences, much like a father’s humor brightens the ordinary days. Role Model: Dads lead by example, setting standards of integrity and dedication that inspire us all, just as we aim to be a model of excellence in our field. Protector: Protecting your interests is our top priority, mirroring a father’s instinct to safeguard his family’s well-being. Mentorship: The wisdom we share with you is inspired by the mentorship of fathers, who equip us with the tools for overcoming tomorrow’s challenges. Sacrifice: We recognize the silent sacrifices fathers make, often unseen but deeply felt, much like the behind-the-scenes efforts we undertake to ensure your satisfaction and success in retirement. On this Father’s Day, we salute you, our clients, who have embraced the calling of fatherhood. May you revel in the memories you’ve made and look forward to those yet to come. Happy Father’s Day from all of us at Wolf Retirement Navigation.
These fries are crispy on the outside, tender on the inside, and packed with nutrients!
INGREDIENTS
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2 large sweet potatoes, cut into wedges
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1/2 tsp garlic powder 1/4 tsp cayenne pepper Salt and pepper, to taste
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2 tbsp olive oil
1 tsp smoked paprika
1. Preheat oven to 425 F and line a baking sheet with parchment paper. 2. Place sweet potato wedges in a large bowl and add olive oil, paprika, garlic powder, cayenne, salt, and pepper. Toss to combine. 3. Arrange the sweet potato wedges on the prepared baking sheet in a single layer. 4. Bake for 20–25 minutes, flipping halfway through, until golden and crispy. DIRECTIONS
-Adam Wolf CPA, CFP ®
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904-232-8760 www.wolfretirement.com 4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224
INSIDE
Celebrating the Evolution of Fatherhood With Wolf Retirement Navigation PAGE 1 Transparent TVs — The Future of Home Entertainment PAGE 2 Join the WRN Ambassador Program Today! PAGE 2 Our New Lunch-n-Learn Events Are Here! PAGE 3
Baked Sweet Potato Fries PAGE 3
Perfect Spots for a Laid-Back Holiday PAGE 4
OFF THE RADAR Hidden Gem Vacation Destinations
Are you tired of visiting hyped-up vacation destinations or getting lost in a big city or crowded national park? If so, consider a holiday at a less congested, more laid-back locale. These hidden gems offer beautiful views and exciting excursions — all without the headaches that come with vacationing to big-name destinations! Pinnacles National Park Make an excursion to Pinnacles in California to enjoy the splendor of nature without having to share space with millions of tourists. With over 30 miles of hiking trails crisscrossing rocky hills and river- strewn caverns, you’ll find plenty of opportunities for memorable adventure. Despite its wondrous views, Pinnacles was named the 15th least-visited national park in 2023, with just over 340,000 annual visitors. Crater Lake National Park Make your way to Oregon and dive into the deepest lake in the country! Crater Lake National Park’s
namesake was formed when a volcanic eruption triggered a mountain to come apart in spectacular fashion. You can stay at plenty of campsites and find excellent fishing in the lake’s pristine and seemingly bottomless water. If you are a fan of hiking, fishing, or breathtaking views, then Crater Lake is for you. Crater of Diamonds State Park If you have ever felt envious of the prospectors who made their riches during the California Gold Rush, then pay a visit to Crater of Diamonds State Park in Arkansas, where you can discover your own hidden gems! You can discover rare rocks and minerals in a massive field birthed by volcanic activity, including diamonds, amethysts, garnets, and quartz. The best part? Anything you find, you can keep! Seekers have found more than 35,000 diamonds at the park since it opened in 1972, and with some luck, you could add a few more to that tally!
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