Why You Should Get Whole Life Insurance After the Fed Meeting

_{In this week's newsletter:}

• Latest Good News: Dana Slashed Her $10K Tax Bill to Just $1,200

• Education: THIS One Move Saved Her $8,700!! Client Case Study (video)

• Industry News: Why You Should Get Whole Life Insurance After the Fed Meeting

• Lifestyle Tips: 10 Tips to Have Your Healthiest Spring

Dana Slashed Her $10K Tax Bill to Just $1,200

Happy Winsday,

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

This month, I want to spotlight another powerful client success story — and one that might hit close to home if you’ve ever felt blindsided by taxes.

Lets call her “Dana”, a high-earning professional with stock compensation, had recently sold some appreciated shares as part of her financial plan.

But when she filed her 2024 return, she was shocked to see a nearly $10,000 tax bill staring back at her.

Like many professionals juggling investments and income, Dana was confident she had done everything right — including making a generous contribution to her Donor Advised Fund as Id recommended.

Unfortunately, her tax preparer didn’t include that deduction on the return.

Here’s where strategy meets support.

Because we had already planned for charitable giving as a way to reduce her capital gains and ordinary income tax liability, I reminded her to check whether that contribution was reported correctly.

Once she submitted the documentation and updated the return, her tax bill dropped to just $1,291 — a savings of nearly $8,700.

But it didn’t stop there.

Dana also took the opportunity to diversify her portfolio, helping to prevent a repeat of the same issue next year.

And together, we’ve already started planning proactively for 2025, so she’s not caught off guard again.

If you’re someone with stock compensation, investment gains, or charitable goals — and you’re unsure if your tax strategy is optimized — you could be leaving thousands on the table.

Reply to this email if you want to schedule a consultation to review your portafolio and plan.

🎥 I break down Dana’s full story — what triggered the bill, how we resolved it, and the exact strategy that worked — in this week’s client case study video. Click the link below!

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“THIS One Move Saved Her $8,700!!”

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.

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Why You Should Get Whole Life Insurance After the Fed Meeting

The Federal Reserve’s recent announcement may not have made headlines for insurance… but it should have.

When interest rates move, so do the long-term financial products tied to them — and that includes whole life insurance.

With the Fed signaling future rate cuts, we may be at the tail end of one of the most favorable windows in years to lock in guaranteed growth, cash value accumulation, and permanent protection.

If you've been on the fence, now might be your moment to act.

Curious how this affects you directly?
Just reply to this email, and let’s schedule a time to chat.

I’ll show you how to determine if whole life insurance fits into your overall strategy — and how to make the most of today’s rate environment before it changes.

10 Tips to Have Your Healthiest Spring

Spring is here — and with it comes the perfect chance to reset, recharge, and take control of your well-being.

Whether it’s refreshing your routines, nourishing your body, or simply making time for movement, small changes can lead to a big impact.

In this article, I’m sharing 10 practical, feel-good tips to help you boost your energy, reduce stress, and show up as your healthiest self — just in time for longer days and sunnier skies.

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,

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