2065 1st Street
During the last week of July, my family – all 14 of us – spent a week in Panama City Beach. We rented a huge condo on the beach, brought a lot of food and drinks, and spent seven glorious days enjoying the sun, surf, and beautiful white sand of the Florida coast. It was about as perfect as it could be, and even more so because of the water.
It was spectacularly clear!
We’ve been going on annual family beach vacations for about a dozen years now, but I cannot remember the water being as nice as it was this time. Even after wading pretty far out from the beach, we could still see the bottom, which, by the way was littered with sand dollars. What a treat!
The clear water reminded me that seeing things clearly when it comes to our money is important, too. As a financial advisor, I try to bring clarity for my clients so they can see the big picture, understand what they should be doing with their money, and contemplate the “what ifs” that might come in the future. If you become my client, here are a few of the things I can help you do:
Even before we left the beach at the end of our vacation, my family was already thinking about next year’s trip. Unfortunately, a lot of people spend more time planning their vacations than they spend thinking about their financial future. Don’t be one of them. Call me today for an appointment, and I’ll try to help you see your money life more clearly.
Pontchartrain Investment Management
Mike Rich, CFP®
2065 1st Street
Slidell, LA 70458
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
1This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. Investing involves risk, including loss of principal.
2Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
January 2019 - Reflection
February 2019 - When Life Gets in the Way
March 2019 - The Only Financial Plan
April 2019 - I Have Had It
May 2019 - Your Money Might Leave
June 2019 - When the Stars Align
July 2019 - Are You Alright
August 2019 - Going For The Green
September 2019 - Grandchildren
October 2019 - Recession
November 2019 - Long Term Care
December 2019 - Experiments
January 2020 - Financial Checklist
February 2020 - Financial Roadmap
July 2020 - Intro to New Clients
*Note that there is a gap due to Covid 19.
October 2020 - Asset Domain
November 2020 - Liabilities and Taxes
December 2020 - Cash Flow
January 2021 - Financial Checklist
February 2021 - The Salami Smuggler
March 2021 - Do You Want To Be a Financially Successful Person?
April 2021 - Baby Steps
May 2021 - Time Is On Your Side
June 2021 - I Did It!!!
July 2021 - Live for the Present
August 2021 - Family Advice