Townsend sends out quarterly newsletters covering many aspects of financial planning. These newsletters provide wealth management and retirement planning information and are available free of charge to both current and prospective clients. The newsletters include a market commentary, the relative strength of the market, financial articles with additional newsworthy items, an article related to the financial industry and retirement planning, and Cayle’s Connections, a local activity- and event-based update.
Townsend Fall 2022 Newsletter
The Newsworthy section is always a fun quick read to keep you in the loop on all quick retirement related facts – from health insurance to electric vehicles, the sandwich generation to Social Security Retirement benefits. It’s a fun little blurb that leaves you with some good takeaways.
As you know, our Legacy Planner, Sallie Diamond has been continuously pushing the need for Estate Planning Education. Every quarter you’ll find an article written by her in regards to the importance of Estate Planning. This quarter she is sharing why you should not do your own estate plan and the critical need for an attorney. So many people are trying to take shortcuts using online tools such as “ Legal Zoom” which ultimately does not consider your intentions. Are you the type of person rolling with a Holographic Will? If so, you best hope it’s accepted within your state and meets all the requirements necessary. Sallie has seen it time and time again – families left vulnerable, in-fighting and incurring unexpected expenses. Sallie encourages people to consider the use of a Revocable Living Trusts as a Will substitute to avoid probate, providing asset protection. To be sure your wealth is distributed in the manner you wish, be sure to read this short article. Should you wish to have a free consultation with Sallie, please call our office to schedule a time.
Summer to Fall is VERY busy at Townsend! Be sure to check out of client corner to see what clients have been up to. Community give back events, Social Club outings – Rollin Oldies RV Club, Screaming Eagles Motorcycle Ride, Triggers Shooting Club, Sponsorship Golf Tournaments, our All Client Appreciation event at Stem Cider (Amazing!) and our Adventure Club visiting Rambler Ranch in Elizabeth Colorado (a hidden gem!) A special insert highlighting our 2nd Annual Beesley Bike Build – what an incredible community we have here at Townsend – thank you to all who volunteered in supporting our mission. We are forever grateful.
And lastly, check out Cayle’s Connections. Their grandson Eli is at a fun age and as grandparents, Jeff and Cayle are excited for all the holidays ahead and sharing new adventures together. Serval fun family activities are mentioned on her page and totally worth checking out. The season ahead has so much to offer – we hope you’ll share your favorite traditions with us!
Enjoy to crisp fall weather & let’s go Broncos!
Important Disclosure Information
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Townsend & Associates, Inc. (“Townsend”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Townsend. Please remember to contact Townsend, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Townsend is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Townsend’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.