During the last quarter people all around the world have had to step up in unique ways.
Governments passed stimulus packages. Researchers used advances in genetics and artificial intelligence to develop tests for a virus that just weeks before was largely unknown. Grandmothers sewed thousands of face masks for their loved ones. Advancements in technology made it possible for many, including our practice, to move to working from home efficiently and seamlessly.
Perhaps even 10 years ago, none of this would have been possible; but given the collective power of these efforts we have risen to the occasion, and the investment markets staged a powerful recovery as well.
Click the link below to continue reading our perspective on the past quarter, and as always, we are here if you would like to talk.
https://bit.ly/2DdrTlC
#financialadvisor #financialplanning #marketcommentary #marketupdate #personalfinance
ODYSSEYWEALTHDESIGN.COM
2nd Quarter Perspective: Rising to the Occasion
“I happen temporarily to occupy this big White House. I am a living witness that any one of your children may look to come here as my father’s child has.
It is in order that each of you may have through this free government which we have enjoyed, an open field and fair chance for your industry, enterprise, and intelligence; that you may all have equal privileges in the race of life, with all its desirable human aspirations.
It is for this the struggle should be maintained, that we may not lose our birthright—not only for one, but for two or three years. The nation is worth fighting for, to secure such an inestimable jewel.” – From “Speech to the 166th Ohio Regiment,” August 22, 1864
#4thofJuly #fourthofjuly #Independence #abrahamlincoln
In honor of Father's Day we are sharing this article that has some of the best financial advice received from Dads!
https://bit.ly/3fMiNKA
BANKRATE.COM
Father’s Day: The Best Money Advice Our Readers Got From Their Dads | Bankrate.com
When should you start estate planning? The answer is easy: Right Now.
Whether you’re single or married, renting or own a house, have children or not, you need to have an estate plan that fits your needs.
Not only does estate planning help ensure that your assets are transferred to where you want them to go, but it leaves you with a sense of security knowing that your life, healthcare decisions and other financial decisions will be in the hands of those you trust most.
Please also remember that an important part of your plan should include passing along knowledge and skills to the next generation so that they can make informed decisions when the time comes for them to manage financial matters.
If you have questions about estate planning or you’re ready to begin the estate planning process reach out to our team today!
#estateplanning #financialplanning #OdysseyWealthDesign #estateplanningawarenessweek #financialindependence #personalfinance #financialliteracy #businessowners #successmindset
The truth is, there is no downside to planning for retirement, especially if you’re a business owner!
In fact, achieving financial independence (the ability to retire) without having to sell your business can be pivotal to converting a successful business into long-lasting personal wealth.
Just as there’s no “one size fits all” approach to structuring and operating a successful business, there’s no “one size fits all” plan that maximizes your company’s value.
We take a “family office” approach (collaborating with professionals from other disciplines) to design planning-based, uniquely tailored solutions that result in improved outcomes and resources to grow & protect the value of your business and your retirement!
Your financial independence, and the success of your business go hand-in-hand!
#NationalRetirementSecurityWeek #Retirement #FinancialPlanning #independence #financialfreedom #financialplanner #OdysseyWealthDesign #businessowner #business #entrepreneur #businesswoman #success #motivation #businesstips #successmindset #successful #businessowners #womeninbusiness
Sawyer and the rest of the Odyssey team are wishing everyone a Happy Halloween!
Thank you to all those who courageously served and continue to serve. We honor you today and every day. Wishing you a Happy Veteran’s day!
#veteransday #veteransday2020 #OdysseyWealthDesign #financialplanner #financialliteracy #veteran #veterans #financialfreedom #wealth #success #finance #business
Did you know November is Long-Term Care Awareness month?
Long-term care costs extend beyond money and time related to the care itself. When adult children care for their parents, the commitment can be about 77 hours a month or more – which can impact the entire family’s physical and mental health.
We’re sharing 3 Must-Know Long-Term Care statistics that will get you thinking about securing high-quality care to provide financial and emotional support for your family.
Considering long-term care costs can be an important part of your family’s overall well-being. The big question is: How will you pay for it?
To better understand how #LTC fits into your financial plan reach out to us and we’ll be happy to help!
#longtermcare #longtermcareinsurance #seniorliving #financialplanning #financialplanner #OdysseyWealthDesign #insurance #lifeinsurance #financialliteracy #financialindependence
In this season of thanks, we have many things the be grateful for. We are especially grateful to have had the pleasure of serving our clients and helping them along their journeys. We hope everyone has a wonderful Thanksgiving!
#gratitude #gratitudeattitude #financialplanning #financialplanner #OdysseyWealthDesign #financialliteracy #Thanksgiving #Thanksgiving2020 #personalfinance #financialfreedom #financialeducation #business
Wishing everyone a safe and joyful holiday season!
Happy New Year everyone! If you, like many others, use this time as an opportunity to come up with a New Year’s resolution, you may want to consider what Tim Ferriss calls a “Past Year Review,” a more informed, meaningful, and effective exercise to stay motivated and improve your life in the new year.
https://tim.blog/2018/12/28/past-year-review/?utm_source=convertkit&utm_medium=convertkit&utm_campaign=5bf
If you try it, we'd love to know how it went!
While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come.
https://bit.ly/36JsY0b
ODYSSEYWEALTHDESIGN.COM
Social Media & Unusual Volatility
We’re excited to share our 4th Annual State of the Practice Newsletter!
We hope you enjoy reading it, as much as we enjoyed writing it; and if you have anything you’d like to share please feel free.
https://bit.ly/3q7luLu
ODYSSEYWEALTHDESIGN.COM
2020 State of the Practice
Happy St. Patrick’s day! If you want to find more luck and discover your pot of gold, put a financial plan in place!
Looking for a fun way to teach your kids about money? The “Million Bazillion” podcast is designed for kids to help dollars make more sense.
Supporting projects that deliver financial education to kids and their families is very important to us. So, we wanted to share about this podcast and provide you with the opportunity to help them reach their $50,000 challenge to fund season two!
Per their website, your gift will be matched dollar-for-dollar!
https://bit.ly/3cW0pin
#MillionBazillion #FinancialLiteracy #podcastsforkids #podcastsforparents #OdysseyWealthDesign #finance #money #financialindependence #financialeducation #personalfinance #investing #financialplanning #financialadvisor #financetips #financialgoals #wealthbuilding
SUPPORT.MARKETPLACE.ORG
Invest in Marketplace!
