Monthly Articles - Information you may have missed

Just imagine...

Just imagine if you had a magic wand and could wave it over your financial life, what would that life look like? Freedom from work, a condo at the beach, a new car in the garage every year, a closet full of the latest fashions?

Let’s do some imagining about things that I think are just as good…

Just imagine that you and your spouse have a realistic, thoughtful plan for accumulating money for retirement, travel, major purchases, and other important things in your life.

Just imagine that you have put in place a plan that provides lifetime income to supplement your Social Security benefit during your retirement years.

Just imagine that your family is protected from the potential financial devastation that would be caused by your untimely death or a serious, long-lasting illness or disability.

Just imagine that you have relieved your family of the personal and financial burdens that might occur if you need to pay someone to take care of you when you’re old.

Just imagine that, when you pass away, your spouse and children have someone to whom they can turn to guide them and help manage your financial affairs in a caring and knowledgeable way.

Wouldn’t it be nice if these and other money issues in your life could be less stressful and less demanding of your time and energy?
Well, they can be, and magic wands are not required. Why? Because I have the next best thing: hiring me as your financial advisor. With me as your guide, I will help you build a financial plan that fits your goals, resources, and family situation. I can’t guarantee success, but I can help you identify and address risks, invest your money using a rules-based approach, and map out a plan for retirement income – or whatever goals you have – that is realistic.

If this sounds good to you, call me for a free consultation.

Just imagine the possibilities…

 Mike Rich, CFP®

Pontchartrain Investment Management

2065 1st Street, Slidell, LA 70458

985-605-5066

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Asset allocation does not ensure a profit or protect against a loss.

Past performance is no guarantee of future results.


Past Articles

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

September 2021 - Clarity

October 2021- Storms Can Be Scary

November 2021 - LTC Insurance

December 2021- Don't Peek

January 2022 - The Secret

February 2022 - Estate Planning

March 2022 - Waste Not

April 2022 - Have your cake and eat it too

May 2022 - What is your money lifeline?

June 2022 - Crystal Ball

July 2022 - Do you have a financial 'road map'

August 2022 - Italy

September 2022 - Risk

October 2022 - Father Knows Best

November 2022 - Why you need me as your Financial Advisor

December 2022 - Eat your Cake

January 2023 - I don't care how you spend your

February 2023 - News Flash!!!! Wealthy People Have More Money

March 2023 - Rewards

April 2023 - Change

May 2023 - Tick Tick Tick

June 2023 - Ruin

July 2023 - Oh How Times Have Changed

August 2023 - Think Inside the Box

September 2023 - What Can you Accomplish

October 2023 - It is what it is

November 2023 - It's Retirement Time

December 2023 - How Secure is Social Security?

January 2024 - Goals

February 2024 - Do This One Thing

March 2024 - When life gives you lemons