Do you have an updated Will?

August is “Make a Will” Month, and I want to emphasize the importance of having a will. Here are three compelling reasons to create one:

  1. It’s an important legal document that everyone should have.
  2. It provides peace of mind to you and your family.
  3. It lets you create a legacy that lasts beyond your lifetime.


Creating a will is a crucial step in securing your family’s future and ensuring your wishes are honored. If you have any questions, I’m happy to answer them.

Key Dates

  • Coast Guard Day – 8/4
  • Taxpayer Appreciation Day – 8/3
  • National Financial Awareness Day – 8/14
  • National Nonprofit Day – 8/17
  • National “Make a Will” Month
  • National Investors Month
  • Black Business Month

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. 

S&P 500 (GSPC) yahoo finance for the last 12 month
exchange reports
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It’s important to take a close look at your situation to determine if you’re on track for retirement or need to make some improvements.

  • Will your retirement income last your lifetime? 
  • Are you saving enough?
  • Have you considered the impact of inflation?
  • Are you prepared for the costs of healthcare and long-term care?

I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience. I hope you enjoy the rest of your summer!