The Alchemists, Your Wealth Concierge

In retirement, we try to plan for the unexpected.

Well, we had an unexpected visitor that we had not planned for and had to subsequently relocate.

Stuff happens in life that we don't expect, even when you carefully plan. Your plans need to be nimble and you need to be able to pivot and adjust.

How comfortable are you in your plans being able to withstand the unexpected? A 2nd opinion is never a bad idea: www.calendly.com/mkoosa

Retirees (and those retiring soon) are facing extraordinary challenges in today's high inflation, high volatility environment. But the crisis and economic downturn don't have to mean losing your standard of living. This no cost guide contains the 3 fundamentals to creating steady retirement income.

Retired or Retiring? Steady Your Income FREE GUIDE. Market teeter-totter causing anxiety?

Your investment decisions may not be as rational as you think. Uncover the biases that influence us all––and ways to stop them.

How Bias Interrupts Sensible $ Decisions Bias can lead to worse $ outcomes. Here's why.

Retired or retiring soon? High inflation, a possible recession, and unreliable markets mean creating reliable retirement income is more critical than ever. Read this no cost guide to learn the 3 fundamentals of a reliable income strategy. Some steps are time sensitive, so it's critical to take action now. Overwhelmed and need personal advice now? Call our office to get your questions answered in a complimentary 1-on-1 phone appointment.

Retirement Income Teeter-Totter? Read this. 26 questions to see if your income is wobbly

Loss aversion, confirmation bias, and overconfidence can cloud our financial judgement. Learn the tools you need to navigate these biases.

How to Stop Relying on Unconscious Biases in Investing See what biases can impair our financial futures.

Retirees and folks approaching retirement face shockingly high inflation and a potential recession. Worried about creating steady income when markets are wobbly and unreliable? Download this no cost guide and learn the 3 fundamentals of creating steady income. Need advice now? I save a few appointments each week — grab one by calling our office.

Retirement Income Unsteady? FREE GUIDE. 3 ways to steady your retirement income

Feeling swayed by market trends? It might be herd mentality at play. Dive into our latest insights to make informed choices.

Are Your Finances Affected by These Biases? If so, now's the time to flip the script.

Discover how common behavioral biases could be impacting your financial decisions. Learn to recognize and overcome them for smarter investing.

5 Behavioral Biases in Finance & How to Beat Them Find out how to spot & stop harmful patterns.

What's your plan to keep more of what you earn?

Don't have one? We do! Take a few minutes to hear how we can help: www.calendly.com/mkoosa

You're really good at what you do and lots of people benefit from that.

Let us help you benefit from your business, too! Give us 5 minutes to explain how: www.calendly.com/mkoosa

Take a breathe and appreciate another day.

Now go and dominate the day! Your people need you!

Why I do what I do ...

Just received this today and it made my year! The family is going through an ordeal and she takes time to send a card ... I am so blessed to work with such an amazing woman!

Don't be that kid ... Take time this weekend, you'll be better for it.

There are some things you never negotiate on. Your principles are on the top of that list. The security of your future should be a close second or third.

Don't work with someone you don't trust to ALWAYS do what's in your very best interest. Unfortunately, it's something I often see when people come to me.

Do you make too much money to contribute to a Roth IRA? Take a few minutes and read about another way to benefit from the tax advantages of a Roth ...

Secure Your Golden Years With Backdoor Roth IRAs - Cobb When it comes to securing your financial future, retirement planning is a top-of-mind concern for...

Don't settle for just working with an investment guy/gal, you deserve to work with someone who will look after your overall financial health and well-being, now AND in the future.

We lead the field and do so because of our willingness to go well beyond the extra mile ... Check us out: www.calendly.com/mkoosa

People don't plan to fail, they fail to plan.

Take time today: www.calendly.com/mkoosa

Pay too much in taxes? ... probably

Think taxes are going up? ... YES

Have a tax plan for ordinary income? ... Maybe?

How about for business proceeds? ... Not sure?

We have strategies that can & will help, schedule time today to discuss: www.calendly.com/mkoosa

It's Monday ... another M-word ... moving parts, like all of the moving parts in planning for an eventual transition out of your business.

Do you have a plan? Do you have a team to help develop and execute your plan? We can help!

Reach out and we'll send you a book (an actual book, not an e-book) that will help tremendously. We can chat before or after you read it: www.calendly.com/mkoosa

No need to pitch ... or stare😳

Enjoy a relaxing weekend, you deserve it.

Got a CEPA?

Another scary stat? 48% of business owners who want to sell have NO exit strategy.

Schedule a few minutes today to start getting the help you need to make the very most of your business, today AND in the future: www.calendly.com/mkoosa

😳🤯WHOA?! ... 🧐78% of business owners intend to sell their businesses to fund their retirement, BUT fewer than 30% have a written succession plan😱🤬.

If you're like most business owners, you aren't REALLY thinking about if/how/when to leave you business ... I get it. You're busy building and running it. 🥸

Have you planned for the 5 D's: death, disability, divorce, disagreement, and distress? 😵🤒😵‍💫 😭

🤓We create plans that will “De-Risk” the negative impact of these events 😫. We will help you assess what you currently have in place🤔, what you may need to do as your systems grow and change 💪, and why this process should be reviewed annually⌚️.

After transitioning out of your business, however that happens ... What's your plan for your next chapter?

Most business owners have only had 1 business in which they've poured the time, energy, and resources.

As such, when considering a transition (whatever path you choose), most do not have experience, let alone expertise, in optimizing the value and wealth they can extract from their business.

I love to educate, love to help people like you to better understand your current situation AND what great potential you have within the business you've built.

It doesn't cost you anything, but a few minutes, to see the value we can bring: www.calendly.com/mkoosa

Did you know that 80% of the average business owner's net worth is their business?

Do you know how to increase the value of your business and be able to extract that wealth from it?

I do.

I'd welcome the opportunity to walk you through it and help you gain greater clarity: www.calendly.com/mkoosa

"The Exit Planning Institute is proud to announce that Maggie Koosa recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive, executive MBA-style program. Maggie Koosa joins an elite group of business advisors who have received this credential and are a part of the Exit Planning Institute’s international community of CEPAs.

The CEPA program is the most widely accepted and endorsed professional exit planning program in the world."