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Manny Gonzalez, II, AIF®
Investment Advisor Representative
Signature Financial Group, LLC
9150 South Hills Blvd, Suite 200
Broadview Heights, OH 44147
Phone: 216-642-9556 Ext. 320
Fax: 216-642-5508
Cell: 440-731-0321
Text: 440-583-6146
Email: mgonzalez@sfg4you.com
Website: MGONZALEZWEALTH.COM
May/June 2025
May is Older Americans Month
A Presidential Proclamation designates May as the month for honoring older people in our communities. It can also serve as a reminder to ask older relatives about their health and finances. Consider talking with loved ones about:
Estate Planning
At a minimum, make sure your relative has a will and up-to-date beneficiary designations on retirement accounts and insurance policies.Long-term Care Insurance
Most people will require some form of care as they age. Long-term care insurance can help pay the high costs.Will, Health-care Proxy and Durable Power of Attorney
These documents, respectively, specify endof- life treatment and appoint someone to make medical and financial decisions when a person is incapacitated and can't make these decisions on his or her own.Downsizing
Moving into a smaller home or apartment or one without stairs encourages older relatives to clear years of clutter and can make upkeep easier to manage.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Signature Equity Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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