Could Your Legacy End Up With the IRS?

_{In this week's newsletter:}

• Latest Good News: First Week Wins & A Bucket List Addition 🌍

• Birthday Spotlight: A Special Shout-Out to Phyllis and David 🎂

• Education: Are You Accidentally Leaving Your Legacy to the IRS? (video)

• Industry News: 2025–2028: A Critical Tax Window for Retirees

• Lifestyle Tips: 10 Easy Autumn Recipes Kids Will Love

First Week Wins & A Bucket List Addition 🌍

Happy Winsday!

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

Hi friends,

This week’s Good News is all about fresh starts and happy returns!

We survived the first week of school!!✨ 

And my girls did amazing! Jaidah and Loren have already gotten into the rhythm of their new schedules, and I couldn’t be prouder of how well they’ve adjusted.

It’s always a big transition, but they’re stepping into this new year with so much excitement and grace.

I’m also thrilled to share that my amazing assistant is back from her vacation in Lisbon, Portugal!

From the beautiful views to her stories about the kindness of the local people, it’s no surprise she had such a great time.

After seeing her photos, I’ve officially added Portugal to my own bucket list. (I’ll share some of her pictures so you can see what I mean!)

Life is full of big milestones and simple joys and celebrating them together is what makes it all so special.

A Special Shout-Out to Phyllis and David✨✨

This week, I want to take a moment to celebrate two amazing clients who mean so much to me and to the Good News Financial family.

🎂 Phyllis Joyner celebrated her birthday last Wednesday, and I’m so grateful for the opportunity to honor such a wonderful client and friend.

🎂 David celebrated his birthday yesterday, and it’s a joy to recognize someone who brings so much positivity and trust to our community.

Phyllis and David, you are both deeply appreciated—not just as clients, but as people who inspire us with your presence and support.

Please join me in wishing them both a year ahead filled with joy, blessings, and continued success!

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“Are You Accidentally Leaving Your Legacy to the IRS?”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

Was this info helpful? Please reply….

We're happy to introduce our new app, brimming with tools to revolutionize your financial management.

Dive into budgeting features, stay informed with insightful articles, and utilize our arsenal of calculators tailored to diverse financial scenarios.

Need guidance? Our coaching and support services are at your fingertips. Track and conquer your debts effortlessly with our debt tracker.

Plus, unlock a wealth of knowledge with our comprehensive courses and much more!

Embark on your journey toward financial freedom today by clicking the button below to register for our free 30 day trial period to check it out! No credit card required. :-)

2025–2028: A Critical Tax Window for Retirees

Most retirees don’t realize the clock is ticking.

The current tax law is set to expire soon, making 2025–2028 a once in a generation chance to save on taxes through tactical Roth conversions.

Miss it, and you could be paying Uncle Sam far more than necessary.

10 Easy Autumn Recipes Kids Will Love

Cooler days call for cozy kitchens! These 10 easy autumn recipes are fun for kids to help with, delicious for the whole family, and simple enough to whip up on a busy weeknight.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

Advisory services are offered through Good News Financial & Investment Advisors LLC, an Investment Advisor in the State of MD. Insurance products and services are offered through Affordable Benefits Solutions Inc, an affiliated company. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.