August 2020

Advisor Snapshot

Welcome to our updated newsletter. We hope you will find it helpful with upcoming events, market updates, and a bit of news from the advisor team. We want this newsletter to be valuable for you so please, please share your feedback and suggestions to help us improve.

Each newsletter will also be on our website and articles will be available via our Facebook and Linkedin pages, so please follow us.

Why Is It Important to Plan for Long-Term Care?

For the first time in our history, people of every demographic and income status are living beyond the age of 60. While longevity is an outstanding achievement of the modern era, quality of life can sometimes be overlooked. According to the Genworth 2019 Cost of Care Survey, 70% of people (roughly 7 out of every …

Why Is It Important to Plan for Long-Term Care?

For the first time in our history, people of every demographic and income status are living beyond the age of 60. While longevity is an outstanding achievement of the modern era, quality of life can sometimes be overlooked. According to the Genworth 2019 Cost of Care Survey, 70% of people (roughly 7 out of every …

Empty Nesters: How to Prepare for a Financially Successful Life After Children

The beauty of being an empty nester is knowing your children are now fully independent and leading their own successful lives. And let’s not forget to mention all the financial opportunities that have opened up now that you’re not fiscally responsible for multiple family members. Now, you can officially transition into life as an empty …

More To Keep You Financially Fit

Why Is It Important to Plan for Long-Term Care?

For the first time in our history, people of every demographic and income status are living beyond the age of 60. While longevity is an outstanding achievement of the modern era, quality of life can sometimes be overlooked. According to the Genworth 2019 Cost of Care Survey, 70% of people (roughly 7 out of every …

Empty Nesters: How to Prepare for a Financially Successful Life After Children

The beauty of being an empty nester is knowing your children are now fully independent and leading their own successful lives. And let’s not forget to mention all the financial opportunities that have opened up now that you’re not fiscally responsible for multiple family members. Now, you can officially transition into life as an empty …

Investing in an Election Year: Complimentary Virtual Seminar

Are you worried about investing in this uncertain political climate? You’re not alone. Doubts about your investments, we’re sure, are especially prevalent during presidential election years. That’s why we want to help you eliminate that financial worry by inviting you to attend a complimentary, virtual seminar, “Guide to Investing in an Election Year,” hosted by …

Watch our Complimentary Seminar: Understanding Medicare 2020

In today’s world, it is never too early to start thinking about your health coverage. Waiting to enroll may result in paying a penalty or result in a coverage gap. Munn & Morris Financial Advisors is here to help. You are cordially invited to a complimentary virtual presentation “Understanding Medicare” where we will discuss: What …

How to Talk Finances with Your Parents

There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades. Sometimes the best route to …

The Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning, Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the following …

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