New Era Advisory

You’re probably busy living life to the fullest and personal finance is the last thing on your mind. Or maybe you feel you have made foolproof plans for your financial future. But isn’t it also true that life has a tendency to be unpredictable?

Certain events in life make you realize that your personal and financial lives are inseparable. The simplest strategy to balance your personal life and finances is to start planning early in life. Remember, you’ll never be able to recapture your early years. No matter what stage of life you are in, you need to save and invest regularly.

We would love to help you create your financial plan! To schedule a "Let's Chat" consultation, go to the link below:
https://calendly.com/neweraadvisory/introductory-call

Let's Chat - Goretti Garcia We evaluate a mutual fit, build rapport and share about our firm and pricing to determine next steps. This first chat is complimentary and you may choose to have a call, in person or zoom meeting.

Happy Mother's Day to all the moms shaping lives with love, guidance, and unwavering strength! 💖 If I may, let me send a special shout-out to my mom, who not only led with determination and hardworking discipline but also taught me early on, the crucial importance of financial independence as a woman. Thank you for everything, Mom!

Another Nona Professional Ladies luncheon is in the books! I was honored to lead our fireside chat with Candy Cole, Executive Director at the Lake Nona Regional Chamber of Commerce. After a successful year in her role, Candy shared stats and accomplishments of our local Chamber, her vision for the future trajectory, member benefits, and exciting upcoming events. She offered the attendees a comprehensive understanding of the organization’s direction and opportunities. Would you share your take-away????

As part of our community involvement, we had a blast volunteering at the Nona Festival this beautiful Saturday. The Lake Nona Regional Chamber of Commerce did an amazing job at bringing local business to the area residents.

Fleetwood Mac, in their 1976 song “Don’t Stop,” urged listeners to not stop “thinking about tomorrow” because it would “soon be here.” Fleetwood Mac’s top five albums alone have sold over 55 million copies. Needless to say, over the years, Mick Fleetwood made a lot of money. However, during all that time, he really didn’t “think about tomorrow.” As fast as the money came in, it went out. By 1984, he was bankrupt.

How does all of this relate to you? Many people spend money without thinking about it. However, it is impossible to save money without thinking about it. For Mick Fleetwood, this certainly was the case. Saving is not a natural event. It must be planned.

If you're looking for guidance on whether your current savings are sufficient or if you're interested in optimizing your savings and investments for tax efficiency, we're here to provide the help you need!

You can book a consultation here:

https://calendly.com/neweraadvisory/introductory-call

Let's Chat - Goretti Garcia We evaluate a mutual fit, build rapport and share about our firm and pricing to determine next steps. This first chat is complimentary and you may choose to have a call, in person or zoom meeting.

Be in the know!!!

If your tax preparer is raising his/her fees, here is why (from their point of view):

My Tax Preparer Just Raised Her Fees — What Should I do? — Oblivious Investor Oblivious Investor offers a free newsletter providing tips on low-maintenance investing, tax planning, and retirement planning.

May your Christmas be merry and bright, filled with laughter, love, and all the festive delights! 🎁🎉🕊️

Dear clients and followers,

As we gather with gratitude in our hearts, we want to express our sincere appreciation for your trust and partnership. Thank you for being an integral part of our journey at New Era Advisory. Wishing you and your loved ones a Thanksgiving filled with warmth, joy and the company of those you hold dear.

Happy Thanksgiving!

🎉 Guess what's hotter than a freshly brewed cup of coffee? The second issue of our newsletter! 📰 and it's chock-full of incredible content!

Ready to make your inbox the coolest spot on the internet? 🌐 Sign up for our newsletter pronto! 📩✨ Hit this link and let the good vibes roll in:
http://eepurl.com/iBqyAQ 🚀📬

Don't just hear about it—be a part of it!

On this Veterans Day, our family extends heartfelt gratitude to all those who have served, alongside a special appreciation for the sacrifices made by their families. A sincere THANK YOU to this remarkable individual, Jimmie, a Desert Storm veteran. Your selfless service does not go unnoticed, and we honor your commitment and sacrifice.

Happy Veterans Day!

We are attending a one-day event of top notch leadership training by John Maxwell, that is being hosted by our Leadership Coach, Dr. Linda Travelute. If you are a local leader, we highly encourage you to check Live2Lead Lake Nona!

🎉 Drumroll, Please! 🎉 Our Shiny New Website Is HERE! 🌟

Dear New Era Advisory community,

It's time to break out the confetti and party hats because we're over the moon to unveil our sparkly, brand-new website! 🚀💻 Get ready to embark on an exciting journey through our world of passion, services, and a sprinkle of our quirky charm.

Here's what's in store at www.newera-advisory.com:

🌟 Unearth Our Passion: What ignites our enthusiasm and keeps us buzzing.
📖 Get Cozy with Us: Meet the friendly face behind our wild mission.
💼 Our Services: Explore what we offer; it's not your run-of-the-mill stuff!
⚙️ Our Unique Vibe: Ever wondered why we do things our way? Find out!
👥 What Makes Us Different: Get to know our values and principles—take a peek!
📚 Dive into Fresh Reads: Get some popcorn and enjoy our latest articles and news.
💌 Get in on the Fun: Join our exclusive newsletter party for VIP updates.
🖥️ VIP Access: Clients, your personalized portal is just a click away!

This website is like a treasure chest, and we can't wait for you to unlock it! 🗝️ Your adventure begins here: www.newera-advisory.com.

Stay tuned for future exciting content, valuable resources, and whatever else that we get up our sleeves. Thanks for being a part of this wild ride! 🎢🚀

Let's get this party started!

New Era Advisory | Empower Your Financial Well-being Trust New Era Advisory to be your partner on this transformative journey, as we work together to unlock your full potential.

Here is the official news regarding the expected COLA adjustment on Social Security that we addressed in our newsletter earlier this week.

Social Security benefits will increase 3.2% next year That’s well above the 2.6% average over the past two decades, but it’s less than half the 8.7% increase retirees saw in 2023.

The annual announcement of the Social Security Cost of Living Adjustment (COLA) is a significant event for those receiving Social Security benefits. This adjustment is eagerly anticipated because it helps beneficiaries keep pace with the rising cost of living, ensuring that their payments maintain their real value.

The Social Security Administration usually reveals the COLA adjustment in October of each year. To learn more about when to expect the official release, how the adjustment is calculated and how much adjustment to expect, read our recent newsletter below!

If you wish to sign up for our future newsletter communications, use the following link:
http://eepurl.com/iBqyAQ

A year ago today, we were celebrating our office's grand opening among family, friends, clients, mentors, colleagues, and our community. The day turned out to be even better than we had imagined. We were overwhelmed by the support and the love that we received. It showed us that we were, where we were really meant to be.

Reflecting on moments like these is a great source of motivation and encouragement as we continue on our journey. It is clear that our office holds a special place in our community, and it is a testament to the hard work and dedication of each of us.

Here's to many more years of serving our community!!!

Fleetwood Mac, in their 1976 song “Don’t Stop,” urged listeners to not stop “thinking about tomorrow” because it would “soon be here.” Fleetwood Mac’s top five albums alone have sold over 55 million copies. Needless to say, over the years, Mick Fleetwood made a lot of money. However, during all that time, he really didn’t “think about tomorrow.” As fast as the money came in, it went out. By 1984, he was bankrupt.

How does all of this relate to you? Many people spend money without thinking about it. However, it is impossible to save money without thinking about it. For Mick Fleetwood, this certainly was the case. Saving is not a natural event. It must be planned.

If you're looking for guidance on whether your current savings are sufficient or if you're interested in optimizing your savings and investments for tax efficiency, we're here to provide the help you need! You can book a consultation here:

https://calendly.com/neweraadvisory/introductory-call

Let's Chat - Goretti Garcia We evaluate a mutual fit, build rapport and share about our firm and pricing to determine next steps. This first chat is complimentary and you may choose to have a call, in person or zoom meeting.

Remember the saying 'cash is trash'??? Well, no longer!

However, when evaluating the attractiveness of higher CD rates or any investment opportunity, it's crucial to assess how it aligns with your overall financial strategy and goals. The decision of whether a CD is right for you, and what CD to choose (terms, financial institution, etc), should be made based on a comprehensive understanding of your financial situation, objectives, needs, and risk tolerance. You should consult with your Financial Adviser to make informed choices that align with your goals.

https://www.marketwatch.com/picks/well-hello-5-75-cds-these-are-10-of-the-best-paying-cds-this-month-5925ab44?link=sfmw_fb&fbclid=IwAR20dL_Ig7_J8rkg11uc7nxsJJ_6Kh8sFpLGFJhgjN0ovgPnPh-r0Rdptz4

We can help!
https://calendly.com/neweraadvisory/introductory-call?month=2023-08

Well, hello 5.75% CDs: These are 10 of the best-paying CDs this month The leaders come with rates as high as 5.75% APY. Find out if you qualify.

En New Era Advisory, proporcionamos servicios de planificación financiera bajo el modelo de compensación por tarifas. Esto significa que la compensación por nuestro servicio es transparente y se basa únicamente en el asesoramiento que brindamos, sin depender de comisiones por la venta de productos financieros.

Nuestro compromiso es ofrecerte orientación financiera objetiva y libre de conflictos de interés, para que puedas tomar decisiones informadas y seguras para tu futuro económico.

Si deseas saber más sobre nuestros servicios, utiliza este link: https://calendly.com/neweraadvisory/introductory-call

Once you qualify for credit, you'll likely be surprised by how eager lenders are to extend their offers. However, it's essential to be cautious about falling into the temptation of excessive spending without a well-structured credit plan. Without proper credit planning, the consumption aspect of your budget can quickly spiral out of control. The key lies in developing the discipline to stick to a carefully crafted budget. Otherwise, overspending becomes second nature, and you'll be rudely awakened when the monthly statement arrives.

Achieve your financial goals and secure a brighter future with our personalized credit planning services. Get in touch today and take control of your financial journey!
https://calendly.com/neweraadvisory/introductory-call

Ready to bid farewell to the daily grind and say hello to your dream retirement? Let's make it happen together! 💰🏖️ Contact us for expert financial planning and start building your retirement plan today.

Schedule a "Let's Chat" consultation here:
https://calendly.com/neweraadvisory/introductory-call

Don't forget to take advantage of Back-to-School Sales Tax Holiday!!!

You still have until Sunday, August 6, to purchase qualifying back-to-school supplies exempt from tax. To check what items qualify, visit the link below.

floridarevenue.com

If you are seeking additional input or support in evaluating your existing financial plan or in creating a new one, we are available to assist you. Our team is here to provide guidance and expertise to help you make informed decisions about your financial future.

Schedule a "Let's Chat" meeting here: https://calendly.com/neweraadvisory/introductory-call