Sachs Wealth Management

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future!

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

We love hearing your book recommendations and are always happy to share ours!

It's the scariest time of the summer again - and Kelly's favorite time of year - Shark Week!

🦈The Great White Shark might steal the spotlight, but did you know that there are over 500 different species of sharks? Each one has its unique characteristics and adaptations, making the shark family truly diverse and extraordinary. Our personal faves….the Hammerhead!

🦈Despite their ferocious reputation, most shark species are actually harmless to humans. Out of the hundreds of shark species, only a few, such as the Great White and the Tiger Shark, are responsible for the majority of reported attacks.

🦈Sharks have been around longer than trees! The earliest known shark-like creatures appeared in the oceans over 450 million years ago, making them one of the oldest surviving vertebrate groups on Earth.

🦈🌊🤓

Dads wear a lot of hats: teacher, fixer, coach, protector, and even, sometimes, dance partners.

Today, we're celebrating the dads who work hard for their families' health, happiness, and security.

Here's to early mornings, life lessons, and long-term thinking that keeps families moving forward.

Happy Father's Day to all the incredible dads out there. 🎓🔧🙏

Did you know 5/29 is National Education Savings Day? 🎓 It’s the perfect reminder that saving for education doesn’t have to feel overwhelming—especially with tools like 529 plans.

These accounts are designed to help you build for future education expenses, with the added benefit of tax-free growth when used for qualified costs like tuition, books, and more. Whether you’re planning for a child, grandchild, or even your own continued learning, small, consistent steps today can create incredible opportunities down the road.

Here’s to investing in futures and celebrating the power of education!

Happy Mother's Day to amazing moms of all kinds - the mother figures who play such an important role in our lives. Today, we honor your patience with shenanigans, tireless efforts, unwavering support, and your unconditional love.

Today is a simple but powerful reminder that small, thoughtful choices can make a lasting impact. Whether it’s reducing waste, conserving energy, or spending a moment appreciating the world around you—every action counts.

We’re inspired to be more intentional in how we care for our planet, and we hope this encourages you to do the same. 💚

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

Spreading Smiles on Today - Good Deeds Day! 🌟

From donuts for our fire station heroes 🍩 to gift cards for our postal workers 📬, litter cleanup 🌿, and book donations 📚—our team spent the day spreading kindness in every corner of the community.

Small acts, big impact. Let’s all keep the good going! 💛

The Artemis program faced years of delays, budget fights, and other issues, leaving many wondering whether it would ever get off the ground. But it did. There will be times when it can be a challenge to stay focused on your investing goals when the financial markets hit a rough patch. But that’s when you need to step back, look past the daily headlines, and realize investing is a commitment.