We hope you are enjoying the summer weather and that this edition of the quarterly newsletter finds you and your family doing well!
We are excited to share our quarterly On the Bright Side newsletter with you.
In this edition, you'll find a market update, education around Roth Conversions, annuities, and fun news to share, including a 10-year wedding anniversary in August.
Click the link below to access the PDF:
As always, we appreciate you and your business. We look forward to connecting with you.
- Emily & the Bright Future Wealth Management Team