June 2014 Osprey Newsletter

We’ve been here before, watching the market swing up year over year until it seems as though it will never drop. Do you think that is possible? That is the topic of this issue.  Will there be a crash? When? How do we know if we are prepared? Come to our next event for answers.

Save the date for our local clients and other interested folks! Dinner, important news, and fun Wednesday, August 6th, 2014. Mark your calendars and we will give you the details as we near the date.

Now that we have settled into summer, the kids are out of school, the temperatures are rising (sending many inside!) and we’re taking vacations, it is an excellent time to reassess your financial health.

Questions to ask yourself to begin developing your plan:

1)      Do you have your desired beneficiaries on all of your accounts?

2)      Do you have a list of all your documents in one place?

3)      Do you have a will and/or a trust drawn up?

4)      Do you have life insurance?

5)      Are all of these in a safe place, i.e. safe deposit box or online storage?

Kasey’s book, The 7 Laws of Raising Financially Independent Kids, covers this in detail in the Chapter, Law #4 Provide Good Role Models. If you don’t have a copy, give us a call or go to We also have a great Estate Planning Organizer which will help you get all this together. When you do this, the satisfied, confident feeling it gives you increases your own well-being and that of your family.  We will mail you one free of charge. Just call or email us.


This entry was posted on Thursday, June 12th, 2014 at 3:00 pm and is filed under Newsletters.

Osprey Money Management, LLC. • 877-650-3796 • 321-383-4005 • 918 S. Washington Avenue, Titusville, FL 32780
Osprey Money Management LLC is a Registered Investment Advisory Firm registered within the State of Florida.