Menna Wealth Planning Group, Inc.

September is a great month to make sure you have scheduled your next review with our advisors today. Visit www.MennaFinancial.com for our contact information. We look forward to hearing from you.

Happy Anniversary to Menna Wealth Planning Group! Thank you for all the support over the last four years.

We shall never forget, as we remember to live each day with purpose.






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Reach out to our advisors today to learn more about the 403(b) options available in your school district. It is never too late to ask questions and start your planning for your future.

To all our clients that get to experience the joys of being a grandparent, Happy Grandparent’s Day!

Our office will be closed in observance of Labor Day. We will resume normal business hours Tuesday, September 3rd, 2024.

The end of summer can look tight on some of our wallets. Let's finish this year strong and work together to make sure you are not falling behind financially. Call us to schedule a review today at 631-605-8400.




https://www.investor.gov/introduction-investing/investing-basics/investment-products/mutual-funds-and-exchange-traded-4

Index Fund: A type of mutual fund or exchange-traded fund that seeks to track the returns of a market index. A few examples are the S&P 500 Index, the Russell 2000 Index, and the Wilshire 500 Total Market Index.




https://www.investor.gov/introduction-investing/investing-basics/investment-products/mutual-funds-and-exchange-traded-4

Incoming! Our CEO sent a little note about the markets. If you have any questions, give our office a call 631-605-8400.

Whether you are just graduating college or in retirement, it will always be important to educate yourself and review your current position and projection. Here, at Menna Wealth Planning Group, we specialize in all walks of life and work with you to make sure you are aware and prepared. We can be reached at 631-605-8400 to schedule an appointment.





https://www.nasfaa.org/10_tips_for_financial_literacy_month

Why would banker cat reject your home loan request? Let’s dive into the meaning of what a credit crunch or credit squeeze is?

“A credit crunch refers to a decline in lending activity by financial institutions brought on by a sudden shortage of funds. Often an extension of a recession, a credit crunch makes it nearly impossible for companies to borrow because lenders are scared of bankruptcies or defaults, resulting in higher rates.” - Investopedia





https://www.investopedia.com/terms/c/creditcrunch.asp

This classification is used to group companies engaging in similar business activities that may include materials, fintech, real estate, utilities, energy, and beyond. Reach out today to discuss the sectors you are currently invested in.





https://www.investopedia.com/terms/s/sector.asp

Using a credit card is a lot of fun until you get the bill. Don’t be shocked, give us a call today so we can work together to customize a plan catered to you!

Help us by wishing our CEO, Ray, a very happy birthday today!

Reminder! There are multiple ways to contact our office. Make sure the information you have is up to date.

Financial Plans are an integral part of our relationship with each client. They are a malleable piece of work that helps outline the various goals of each client, and how at that point in time, we are going to work together to achieve them.

https://www.investopedia.com/terms/f/financial_plan.asp

Preparing your assets for your legacy is just as important as starting your investment journey. A very easy starting point is making sure all the assets that allow you to have a listed beneficiary have one. A Primary beneficiary would get your assets upon your passing. A Contingent beneficiary would get your assets if your primary beneficiary pre-deceases you.

“We are made wise not by the recollection of our past, but by the responsibility for our future.” -George Bernard Shaw
Let us help you plan out your future by starting today. The first step is to call us today at 631-605-8400.

“America is full of success stories featuring victories by the underdog."
— Mike Gallagher
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Wow that was fast! Wishing all our clients and their families an incredibly happy summer! Hats off to you and this successful school year.

Budgets are a valuable tool in your financial plan. They not only keep you accountable, but they help outline your strengths and weaknesses. The goal is to keep your spending and savings inline throughout the year.







https://consumer.gov/managing-your-money/making-budget

Let summer begin!

Due to the federal holiday the New York Stock Exchange and our office will be closed Wednesday, June 19th, returning to normal business hours on Thursday, June 20th.

To all the great fathers and father-like role models out there, thank you for being the ultimate example.

“You’re a grand old flag, you’re a high-flying flag and forever in peace may you wave. You’re the emblem of the land I love, the home of the free and the brave” - You’re a Grand Old Flag by George M. Cohan

Do not set yourself up for failure! Make sure your dreams and urges are thoughtfully planned for. Reach out to a team member today! 631-605-8400





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