Holistic
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Welcoming
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Advocacy-Oriented Financial Planning
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June is traditionally a month of transitions. From graduations to weddings to moving to a new home during summer break, many are jumping into the future to begin a new adventure. These joyous occasions are the result of strategic planning and a commitment to a goal.
On the other hand, South Florida's
hurricane season starts this month. Although planning can help you be prepared, nature often has plans of its own.
Being prepared for wherever life takes us requires trusted financial advice and a comprehensive, yet flexible, financial plan. A solid plan gives you more control and peace of mind to make any transition a more manageable one.
No matter what stage of life you're in, Treece Financial Group is here to help you be ready for what's next. Whether you are just starting to build an investment portfolio, reexamining insurance needs, or catching up on retirement savings—we are committed to helping you get to where you want to be.
Let us know if you have others to add to the list —we'd love to hear from you.
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50+ Ways to Live Happier, Healthier, and More...
1. Record all details in one central location of important legal documents, list of financial assets, pensions or profit-sharing plans, latest tax return and Social Security statements, the location of any safe deposit boxes and their keys, and...
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www.treecefinancialgroup.com
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A Glimpse into the Future of Aging
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What the Retirement Community of the Future May Be Like
( This article previously appeared on MarketWatch.com .) Louise Rausa, 72, lived in world-class cities including Paris and New York, and she spent part of her adulthood in co-housing communities in the western United States where residents shared ...
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www.nextavenue.org
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Aging in America: News and Trends From 2 Summits
Last week, I spent four days at the American Society on Aging's 2019 Aging in America Conference and the What's Next Boomer Business Summit, both in New Orleans. My goal: to learn and report on the latest news and trends concerning money, work...
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www.nextavenue.org
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Honoring 50 Years of LGBTQ Pride With Advocacy, Action, and Answers!
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Aging "Gay-cefully": The Next LGBTQ Revolution
June 2019 marks the 50th anniversary of the Stonewall uprising, the spark that ignited America's gay liberation movement. LGBTQ Baby Boomers are this movement's "Greatest Generation"-pioneers who have spent decades breaking down barriers and...
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www.treecefinancialgroup.com
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Aging "Gay-cefully": The Benefits of Working with an...
Many individuals view financial planning as an extremely personal and private matter. Sharing sensitive details about your financial assets (or lack thereof), earnings, attitudes about money, life goals, dreams, and how you'll leave your assets...
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www.treecefinancialgroup.com
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Here's How We Can End Ageism in the LGBTQ+ Community
This article is part of a new ongoing series presented by activist group Voices4 curated by Adam Eli. The series, like the activist group, will seek to drive change in our community by leveraging our global network and elevating marginalized voices.
Read more
www.out.com
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Ian McKellen launches programme to support LGBTI people...
Pride in Ageing will work to end the inequalities faced by lesbian, gay, bisexual and trans elderlies Legendary Lord Of The Rings actor Ian McKellen has launched a programme to support gay, lesbian, bisexual and trans people over 50. The English...
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www.gaystarnews.com
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Thanks to everyone who kicked off Pride Month with us at our Pride Center at Equality Park lunch and seminar!
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Referral Partner of the Month:
Elizabeth F. Schwartz, P.A.
Attorneys & Mediators
Elizabeth F. Schwartz
has been practicing law since 1997 and is a nationally recognized advocate for the legal rights of the lesbian, gay, bisexual and transgender (LGBT) community. She is the author of the book
Before I Do: A Legal Guide to Marriage, Gay and Otherwise
.
While her firm equally works with straight and gay clients in matters of family law, estate planning, and probate, she has been at the forefront of providing crucial legal protections for LGBT families.
Also a certified family mediator and a member of the
Collaborative Family Law Institute
, she treats the law as a therapeutic profession, facilitating relationship dissolution with minimal investment of emotional and financial resources.
Note: We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend.
View our complete referral list.
The above mentioned professional is not affiliated or registered with Cetera Advisors LLC.
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The Time is NOW for Hurricane Preparedness
We are happy to welcome guest author Corrine Markey of The Seniors Answer to share tips for this year's hurricane season: After 25 years of not having a major hurricane hit South Florida, Irma came with a vengeance in 2017. We were lucky last...
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www.treecefinancialgroup.com
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