Having trouble reading this email? Click here to view it in your browser | May 2, 2024

 
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Weekly Life Lessons

Helping people live LIFE on purpose!TM

 
Healthcare
 

Healthcare Costs in Retirement

Regardless of your confidence, being aware of potential healthcare costs during retirement may allow you to understand what you can pay for and what you can’t.

 
Aaron
 

Life Planning 101 Podcast

Aaron joins us to discuss the economy, earnings, inflation, AI, and more. You can use the links below to listen and share this week’s episode.

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Inheritance
 

Managing an Inheritance

Inheriting wealth from a loved one can be both a burden and a blessing. Here are some things you may want to keep in mind.

 
Chess
 

Avoiding Cognitive Decline

Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment. People living with mild cognitive impairment are more likely to develop Alzheimer’s.

 
Generation
 

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

 
Market Update
 

Weekly Market Insights

What’s going on with the markets right now? Click the ‘Find Out More’ button below for weekly market commentaries, podcasts, and more.

 

KFS Tips & Tidbits

Financial Tidbit
Exploring Retirement Plans for Small Businesses

 

Insurance Tidbit
Protection Against Uninsured Drivers

 

Tech Tip
Using a Secure Password Manager

 

Recipe
Crispy Loaded Potato Chip Nachos

 

Fraud Prevention Tip
Mobile Security Tips
Healthy Living Tip
Aloe Vera
App of the Week
Medisafe
Upcoming Events:
May 23 – Fort Worth Dinner

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”
-Abraham Lincoln

 
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Securities offered through Calton & Associates, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.