May is for Moms and Small Businesses

With Mother’s Day on May 12, I want to take a moment to thank all the moms for the relentless effort and countless sacrifices you put in every day. We appreciate you.

Also in May is Small Business month. It’s a tribute that celebrates small businesses, their courage, community efforts, and hard work. Take time this month to “shop local” and support the small businesses in your town.

In this month’s email, you’ll find helpful content for women and for small business owners.

As your trusted financial professional, I’m here to help inform and inspire you towards reaching your financial goals. As always, feel free to contact me with any questions you have, or to set-up an appointment. I’m here to help.

Key Dates

  • Small Business Month
  • Mental Health Awareness Month
  • National Life Insurance Day – 5/2
  • National Small Business Week – 5/5-5/11
  • Mother’s Day – 5/12
  • Memorial Day – 5/27
  • Senior Health and Fitness Day – 5/29
a women running in a park with headphone on

For women, retirement strategy is a long race. It’s helpful to know the route.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Learn More

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Learn More

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Learn More

Here’s a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.

*As a reminder, past performance on any investments or the stock market are not indicative of future performance. 

a chart of S&P 500 GSOC
52 weeks chart on market insights

National Life Insurance Day was May 2nd and marks the anniversary of the first day that life insurance became available in the U.S.

The observance also brings awareness of the benefits of life insurance. Reach out for a review of your life insurance needs.