June 2026 – Newsletter
Set Yourself Up Financially To Live The Inspired Life You Envision
For many people, the idea of living a life filled with spontaneous travel, the acquisition of a vacation home, or the purchase of a sought-after luxury item can feel distant and unattainable. The dreams you have for your future self can often be put on hold to focus on your current obligations.
WHAT YOU’LL FIND INSIDE:
- LIVE THE INSPIRED LIFE YOU ENVISION
- CALENDAR
- STAFF UPDATE
- LOGIN REMINDER
- GET TO KNOW OUR TEAM
You can have the life you envision though – whether it’s the trip to the Italian Riviera you’ve spoken about for years, the sports car you’ve dreamt of owning since childhood, or the ability to spontaneously make life decisions that set you up to live the inspired life you’ve imagined for yourself. For some, that life may involve donating funds to charities and organizations that make an impact in their communities. For others, perhaps the purchase of a special family home.
While we all view living inspired lives in unique ways, the following tips can help set you on a path to create the life you dream about…right now. Don’t wait to realize your dreams and create the life you see for yourself, start planning now with specific action steps and you’ll be one day closer to living your future life, today.
Calendar
June 15 – 2nd quarter estimated tax payment due, if required
June 19 – Financial Markets closed for Juneteenth. Paramount office will be open.
July 3 – Financial Markets and Paramount Wealth office closed for Fourth of July holiday
Staff Update
Over the past several months, our team has experienced a period of transition as we worked to fill an open role within our office. During that time, we were fortunate to have the support of Meg, a Senior Registered Administrative Associate, who joined us on an interim basis through Raymond James.
Meg stepped in seamlessly, bringing professionalism and knowledge of our day-to-day operations. Due to her years of experience at Raymond James, she was able to jump in and immediately support both our team and our clients. Meg played a key role in helping us maintain the level of service and responsiveness you expect from us, during a time of transition.
As we have recently welcomed two new team members, Meg’s assignment with us will conclude, and her last day will be June 2.
We thank Meg for her contributions and wish her continued success with Raymond James. We truly appreciate the time, care, and expertise she shared with us—and with you—over these past few months.
Login To Client Access To Keep Paperless Settings
This is a friendly reminder to make sure to login to Client Access at least once every six months to maintain your paperless settings. If you don’t login, Raymond James will revert to sending communications via the postal mail to ensure the documents are received.
We Asked The Team…
What is one hobby people might be surprised you enjoy?
Don: I enjoy cooking, especially when I’m in Florida and can get fresh fish.
Candace: Baking sourdough bread. I’m currently taking an online class where I learn a new recipe or technique each week.
Brennan: Yardwork – I like being outside in the sunshine, getting dirty, and improving the look of our home.
Carrie: I am a huge Indy Car fan, watch every race and qualifications, and listen to weekly podcasts. I’ve attended races at 12 different tracks, and this past Memorial Day was my 31st Indy 500.
Mary Anne: Knitting and crocheting
Donald: Learning the art of being a barista and crafting a variety of espresso drinks.
Krystal: I plant a garden each spring containing tomatoes, squash, cucumber, etc. After harvest I preserve the produce by canning it so we can enjoy it year-round.
Holly: I’m an avid hiker, no matter the season.
Gordon: I like to study geography and even enjoy taking online quizzes on the topic.
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Jackson, MI 49203
517-787-4444
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www.paramountwealth.com
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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