Monumental Financial Planning

Our CWA/Verizon Holiday Dinner was a huge success! Thanks to all of our associates for making it out to the event. We all enjoyed ourselves, and it was really fun catching up. Happy Holidays to our entire Verizon Family!

It was an honor to be a part of Calvary's Home for the Holidays event last night! Our team is grateful for all you do to help end homelessness for women in DC.

When markets are volatile and emotions are high, it’s important to stick to a long-term strategy, as moving strategies in difficult times could compromise your financial planning goals.

When it comes to finances, it’s a natural reaction to follow the herd and sell off. It’s a natural reaction, but may not be the best one. We can look at your situation and the markets, create a disciplined strategy, and coach you through challenging times like these.

Call (202) 545-7189 to learn how we can provide value to help you make the best financial decisions for your long-term investment goals.

It was an honor to have the opportunity to celebrate our client, Gene Arnold, after retiring from Verizon after 33 years of service!

Mark your calendar and plan to attend a don't-miss Medicare webinar to be hosted by The Cortale Group and set for Monday, November 14, at 4:00 PM EST. This informative hour-long session will be presented by Kevin R. Hansen, CFP®, CRPC®, Director | Knowledge Hub | Principal Global Investors.

Medicare is a topic that every person nearing retirement needs to understand. Tyler will cover the following topics:

• Why Medicare planning is a critical component of a retirement plan
• About the nuts and bolts of Medicare— Parts A, B, C, and D
• How to help make better informed decisions about Medicare

We hope you’ll be able to join us for this timely webinar as Medicare Open Enrollment season is getting ready to begin!

To register for the webinar, contact Omaid Omar, Client Services Coordinator, The Cortale Group, at 202-545-7193.

INTRODUCING NINA TO OUR TEAM! The Cortale Group is pleased to announce a new addition to our growing team! Welcome, Nina Kamrani!

Nina comes to us from a Fortune 100 company with a background in client care, relationship management, and employee engagement. She specializes in building and nurturing deep relationships with clients and has excelled in creating successful client centric teams.

She will be a valuable asset to The Cortale Group and the clients we serve every day!

Mid Term Elections 2022: Today is Election Day. Take this opportunity to exercise your right to vote! Remember: Your vote is your voice!

Mark your calendar and plan to attend a don't-miss Medicare webinar to be hosted by The Cortale Group and set for Monday, November 14, at 4:00 PM EST. This informative hour-long session will be presented by Kevin R. Hansen, CFP®, CRPC®, Director | Knowledge Hub | Principal Global Investors.

Medicare is a topic that every person nearing retirement needs to understand. Tyler will cover the following topics:

• Why Medicare planning is a critical component of a retirement plan
• About the nuts and bolts of Medicare— Parts A, B, C, and D
• How to help make better informed decisions about Medicare

We hope you’ll be able to join us for this timely webinar as Medicare Open Enrollment season is getting ready to begin!

To register for the webinar, contact Omaid Omar, Client Services Coordinator, The Cortale Group, at 202-545-7193.

Thanks to all of our clients for making this event a memorable one! We appreciate the trust you've placed in us as your team of financial advisors.

Financial success isn’t just measured by how much is in your bank account, the number of cars you have, or how big your house is. It’s measured by the level of financial security you have as you work towards achieving your financial goals.

Whether you are saving for a house, college, retirement or a legacy, are you using the right ingredients to help you achieve your goals?

At The Cortale Group, we are here to help you ensure your financial strategies are aligned with your short and long-term financial goals. Learn more about financial planning and all of the services we offer by visiting our website here: www.thecortalegroup.com/services-we-offer.

Continuing our series "Why should you work with a financial professional?" -- in recognition of National Financial Planning Month, today we focus on retirement preparation. It's found that 42% of American workers are outliving their savings and investments in retirement. Plan ahead and be prepared for what life brings by working with a financial planning professional.

ATTENTION, MARYLAND RESIDENTS: The Cortale Group will host a Client Appreciation Event for clients in the Maryland area on Wednesday, October 26, at 6:00 pm EST at Stanford Grill, located at 8900 Stanford Blvd, Columbia, Maryland. All are welcome to join.

We look forward to celebrating our relationships and showing our gratitude for the trust everyone has placed in us. Heavy hors d'oeuvres and wine will be served.

If you can join us, please contact Omaid Omar, Client Services Coordinator, at (202) 545-7193 or send an email to [email protected].

IT'S OFFICIALLY ESTATE PLANNING AWARENESS WEEK: October 17th-23rd is National Estate Planning Awareness Week. This annual observance was adopted in 2008 to help the public understand what estate planning is and why it is such a vital component of financial wellness.

Do you think estate planning is only for the ultra-wealthy? Think again. Estate planning could have many benefits for you and your family.

An estate plan makes sense as you approach retirement because it lets you designate who will handle your financial responsibilities after you die or become incapacitated. The plan lays out who will inherit your assets while allowing you to manage the income, estate, inheritance, and gift taxes.

Learn more about estate planning and management and how The Cortale Group can help you. Visit the Estate page on our website for more details: www.thecortalegroup.com/resource-center/estate

Whether you’re beginning to invest, building a financial foundation for your family, saving for college, or preparing for retirement, we're here to guide you through every phase in life. We focus on your unique circumstances to help you create a personalized financial plan based on your short and long-term goals, no matter the season of your life. Take the first steps in preparing for retirement by reaching out to John Cortale, Senior VP | Wealth Advisor at The Cortale Group, by calling (202) 545-7189.

WHY SHOULD YOU WORK WITH A FINANCIAL PLANNER? In recognition of National Financial Planning Month, we will be featuring a sequence of posts regarding why you should work with a financial professional. To kick off the sequence, we start off with Cash Management.

We're grateful to have had the chance to share the sunset with you all at our Client Appreciation Event in Ashburn at DC Prime last week. Thanks for making it possible!

The Cortale Group is pleased to announce that we have a NEW LinkedIn company page launching today. We will be sharing financial planning and retirement tips, upcoming events, latest news, announcements, and more to keep you informed.

Check out our new page, then "Follow" us so our posts are in your news feed each week.

www.linkedin.com/company/the-cortale-group