Five Fact Friday – December 4, 2020


This week’s links:
What I’m Reading: bit.ly/3mrBYwM
Watching: bit.ly/3qdKqC6
Tech: bit.ly/3lnZnOu
Legal: bit.ly/3fSfjaw
Retirement: bit.ly/3moGFHS

Bonus: bit.ly/39pFSTr

Podcast Episode 36: https://www.makeitlastradio.com/ep-36/

Five Fact Friday is a bi-weekly newsletter produced by Medina Law Group & Palante Wealth Advisors containing 5 interesting or fun links. For more information, visit medinalawgroup.com, palantewealth.com or call 609-818-0068.

 

Transcript below!

Thanksgiving has come and gone, and you’ve probably stuffed yourself full of food, but I have 109 reasons why you should stick around for the links that are coming up after the break. What am I talking about? Well stick with us, ’cause I’m Victor Medina, and this is Five Fact Friday. Hey everybody, welcome back to Five Fact Friday. This is the first one after Thanksgiving. So I hope you had a wonderful time staying socially distant, and away from family. If you were anything like me, you cooked as though they were gonna be the normal amount of people and then ate, Thanksgiving dinner, Thursday, Friday, Saturday, and I’ve gotta admit, I even did a little bit on Sunday.

Listen, I’m eager to hear what was the best side dish, from your Thanksgiving meal and bonus points if you can include a link to the recipe, so that we can highlight it, in an upcoming Five Fact Friday. In our house, the number one side dish was a maple walnut carrot dish, the carrots were chard, and then they were, kind of mixed in with maple brown sugar, walnuts and a little chipolte sauce. So it had a little heat, and had a little bit of salt sweet. It was a delicious side dish and definitely did a lots to compliment the meal. So I’m eager to hear, what was the best side dish for your, Thanksgiving this past weekend? Listen, I have five great links for you, but before I jump into those, I did wanna highlight that we are now accepting appointments coming into the new year. So if you have had, updating your estate plan, or reviewing your retirement planning, on the new year’s resolution, well get a jumpstart onto that, by booking an appointment to come in and see us, at the new year.

We’re actually going to be closing the office, on December 18th, giving our team a well-deserved and earned rest. These folks here have been working hard even since the pandemic occurred, all the way through that, because we have been busier than ever. So we’re gonna pull up the ladder on Friday the 18th, and give everybody a much needed rest, but we’re gonna hit the ground running in January. And if you’d like to take advantage of some planning opportunities there, I urge you to call our office at 818-0068, and speak with our director of business and client strategy to get the ball rolling. ‘Cause you know it’s been on your to-do list for a number of years. It’s time for you to knock that out and get this, to be the one resolution that you get done ahead of time. And not, that falls by the wayside like so many other resolutions do. So call us to get started.

Listen, we’ve got five great links for you. So I’m gonna start with the first link. What I’m reading. It’s a fascinating story by the New York Times, about Ida Wood, who is a New York socialite and a recluse. Everything about her was fake except for her wealth. Well, what am I talking about? You gotta check out that link. It is quite an interesting story.

The next link is what I’m watching, and it is a link to the world’s best paper airplane. It is a very involved video that shows you how to make the best paper airplane. It’s called The Champion for a reason. And I’ll tell you something. If we’re looking for things to do with indoor activities, given the fact that the pandemic is still sweeping the nation and it’s getting cold and it’s winter, figuring out how to make a great paper airplane, might be the best 40 minutes that you spend in the next couple of weeks. I urge you to check that out.

The next is what’s new in tech and look, if you’re like anybody else, Amazon is making daily stops to your house, well we’re gonna get you another reason, why they may be delivering more packages, and it is the launch of the Amazon Pharmacy. So what is it and how does it work? Well the link helps explain that, and here’s another way why Amazon is just dominating our lives.

The next link is what’s new in legal and it is a callback to, all of the changes that have occurred, with legal planning over the year 2020, and an urge for you to explore doing, legal planning on your own, to make sure that you have a plan that’s compliant with all of the new laws. Even people who’ve put things in place, as recently as this millennium, have reasons to review their estate plan, and make sure that it’s up to snuff, given what the new laws are. And the link explains why.

The final link is what is new in retirement. And it is a re visit of a link, that explains what some of the policies are, that Joe Biden is gonna be putting forward, at least as when he was campaigning. And there are a number of them, that affect retirees. Income tax planning, estate tax planning, all of these things that are this marriage of legal and financial that affect retirees, not just as they’re going through their retirement, but as they consider what they’re going to be leaving behind for the next generation, and a bonus link, is included here where we’re going to, share with you the link that I did, an election based webinar, what does the election results mean for you in your estate plan. So you should not only check out the link in what’s new in retirement, but also check out the webinar that I hosted. It was a live event. We were answering questions along the way, and giving people a roadmap of what to consider with their planning and how to adjust that, given the election results that occurred.

Now, at the top of this video, I made a little hint about 109 reasons, why you might get excited for dessert. And the reason for that it is national cookie day. And so this bonus link gives you a 109 cookie recipes. Good luck trying to find flour over this holiday, sort of winter break, because, if it’s anything like the way that we did it in March, you’re not gonna find yeast, flour or anything baking wise, ’cause we’re gonna be stuck inside, and we’re gonna be baking up a store, finding a way to fill the time that’s in there.

So let’s review the links for this week. The first link and what I’m reading, a link and the New York Times about the reckless Ida Woods, socialite and was wealthy. And then the next link is what’s I’m watching, and it is a 40 minute paper airplane tutorial, for The Champion. What’s new in tech is Amazon Pharmacy, and the new reasons why they’re gonna be delivering more and more packages to you. What’s new in legal is a review of all the legal policies that have changed in 2020, and a call for why you might wanna review and update your state plan. Finally, what’s new in retirement. A doubling, one that is highlighting the proposed changes, as Biden’s platform for basically tax policies, but also the election based webinar that I produced and held as a live event, talking about what the election results mean for you and your planning. Listen, as I mentioned, now is the time for you to take action on that new year’s resolution to update and review your plan. And we’re welcoming new people into our office for January, booking out appointments for them. So if you’d like to take advantage of that, and get a jumpstart in your resolutions, I urge you to give us a call at 818-0068, and take advantage of accomplishing that first thing on your new year’s resolution. Get your estate plan updated.

Listen, we’ve got a couple more Five Fact Fridays before we end for the year. So I’m gonna be highlighting some more holiday things. But, as a reminder, I do wanna hear what was your number one side dish was for Thanksgiving, send that link, and we will highlight it in one of the ones before the end of the year. Thanks so much for watching. We’ll catch you . Bye-bye.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 609-476-9269

Call Now Button