Hello Hispanic Chamber Members,
I wanted to share our August Financial Newsletter with you. We cover several topics that may be relevant to some of the conversations we’ve had around your financial plan.
π This Month’s Highlights
- Inflation & the Fed: What PCE vs. CPI means for markets and interest rates
- Estate Planning: Key considerations around wills, trusts, and powers of attorney
- 401(k) Decisions: What to consider when changing jobs or reviewing an old retirement plan
- Tax Planning: New opportunities for certain business owners and investors
For a quick overview, the key takeaways are also summarized in my latest LinkedIn post.
You can also find the full newsletter in the link below.
π© Read the full newsletter here
If you'd like to discuss how these topics may apply to your personal or business financial goals, I'd be happy to connect. And if you know someone who may benefit from these resources, please feel free to share the newsletter with them.
ποΈ Book a Meeting with Sebastian
Contact Information:
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Associate Manager, Financial Advisor
800 N Magnolia Avenue, Suite 1650
Orlando, FL 32803
(P) (407) 487-4272
Thank you for the referrals, they are making a difference in my business!
*Wire Fraud is Real*. Before wiring any money, call the intended recipient at a number you know is valid to confirm the instructions.
Important: Securities offered through Trinity Wealth Securities, LLC (“TWS”), Member FINRA/SIPC. Advisory services offered through Florida Financial Advisors, LLC (“FFA”), an SEC-registered investment adviser. Insurance products and services are offered through Florida Financial Insurance, dba Florida Financial Insurance Agency Services (“FFI”). These entities are affiliated (collectively, “Company”). Registration does not imply a certain level of skill or training. FFA's Form CRS and Form ADV Part 2A, TWS's Form CRS, and the Company's Privacy Notice contain important information regarding services, fees, conflicts of interest, affiliations, privacy practices, and other required disclosures and are available on our website or upon request. Investment products are not FDIC insured, are not bank guaranteed, and may lose value, including loss of principal. Any securities orders, trade instructions, account changes, money movement requests, wire instructions, or other account-related instructions sent by email may not be acted upon and may require additional verification before processing. To help prevent fraud, independently verify payment, transfer or wire instructions before acting. This communication does not supersede official account statements, trade confirmations, or other records. Third-party information is based on sources believed to be reliable but is not guaranteed and may not be complete. Any opinions are subject to change without notice, may not reflect the views of the Company, and should not be construed as legal or tax advice. Electronic communications may be monitored, reviewed, retained, and disclosed to regulatory, governmental, or legal authorities as required or permitted by law or Company policies. This communication is intended only for the designated recipient; if received in error, please notify the sender and delete it.
Media Contact : https://www.linkedin.com/in/sebastian-mateus/
Related Links : https://hubs.ly/Q04nBKV90