Wolf Retirement Navigation May 2018

904-232-8760 www.wolfretirement.com MONTHLY RET IREMENT NAV IGAT ION

May 2018

HAPPY MOTHER’S DAY! Me, My Mom, and the Crocodile Rock

This Mother’s Day, I think it’s only appropriate to give a congratulatory shoutout to all the great moms in the world, including my wife Danielle, sister Nealie, and mother Mary Ann. As kids, it was easy to take our moms for granted. I know I did sometimes. But most moms I’ve been lucky to know have sacrificed so much to make sure their families are happy and healthy. It’s a thankless job sometimes, so I want to take a moment to shine the spotlight on the women who work so hard for their families.

“best mom of all time.” Well, I hate to break it to you, but my mom is actually the greatest mom of all time! My mom and I always had — and still have — the best time together. When I was a kid, anytime I got into my mom’s car, I was treated to some great music. Back then, one of Mom’s favorite songs was “Crocodile Rock.” Of course, I mean the original Elton John song and not the Baha Men cover from 1999. Whenever “Crocodile Rock” came on, Mom and I would attempt to sing the whole song together. As far as cherished moments go, those fun car concerts definitely rank as some of the best memories. On top of being a fun, hardworking parent, Mom was also a teacher. I don’t know how she mustered the energy to teach rambunctious kids all day and then come home to raise me and my sister! My mom is the picture of patience, and she taught me so much. Honestly, I think part of the reason I enjoy educating people about finances and retirement is because my mom always took the time to teach me something new. Even though she worked a demanding job, Mom always made time for her family and helped us achieve more than we ever thought possible. As a tribute and thanks for all her hard work, I’m dedicating our 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.

Jacksonville Retirement Academy May sessions to my mom. (Learn more about the JRA on page 3.) Even after all these years, Mom is still making time for her family. This past New Year’s Eve, the family was all together for a weekend in Hammock Beach in the Palm Coast, Florida. There was a live band playing that evening, and shortly before midnight, some familiar chords started to play. My mom and I looked at each other and started to laugh as the band began to play “Crocodile Rock.” I swear, I didn’t put in a request — it was just a great coincidence. We sang the whole song together, like old times, and shared this great mother-son moment that reminded me of all the wonderful times we’ve had together. Thank you, Mom, for everything you’ve done for me — and our family — over the years. I wouldn’t be the man I am today without your support and guidance. I love you with all my heart. –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.

Now, before we go on, I know a lot of people out there claim their mom is the

Even though she worked a demanding job,

Mom always made time for her family and helped us achieve more than we ever thought possible.

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