We hope everyone had a wonderful summer! It was 98 degrees and humid here in Florida when my family and I decided to enjoy one final get-away before the kids started back to school. So we took a road trip through Indiana, Missouri and ended up in the majestic mountains of the Carolinas and spent some quiet time on Lake Keowee. We had a wonderful time, but I must confess that I slipped away to attend a few conferences during the trip.
We also trust you had a Happy Labor Day! It celebrates the contributions that workers have made to the strength, prosperity, and well-being of our country. At Mariaca Wealth Management, we embrace these contributions and strive to help our clients achieve their own prosperity and financial well-being.
Labor Day also marked the end of summer and the return to school, which means my daughter Mia, who just turned 10 is entering fifth grade and my son Dean is starting his second year at Florida State University. Andrea and I couldn’t be more proud of them.
Our office family is growing—Dana and her husband Todd are expecting their first child, a baby boy, in January. We are looking forward to welcoming him to the world and to our family here at Mariaca Wealth. This weekend also marked another important milestone as Audrey and her husband Reggie celebrated their 1st wedding anniversary. The other members of our team are doing great and looking forward to the fall holidays.
Also, I am very happy to announce that I have been elected Incoming Board Chair for the Autism Society of America. You may already know that I am involved in numerous non-profits and this is a great honor for me. Teaching is another passion of mine and to launch my sixth year of educating, I am starting a new class called “Passport to Retirement” at Palm Beach State College. Please call us for more information on attending or introducing a friend.
Now for a little business: We are always striving to have the best client-facing technology to help our clients understand more about our efforts to keep them well-informed and up to date on portfolio performance, the market, and other important issues. Many clients are enjoying using our iPad performance reporting application through Black Diamond, so let us know if you would like to give it a try. We are also offering Social Security optimization strategies to help with claiming benefits. I spent some time this summer training in Atlanta, learning hundreds of distribution strategies so we can help our clients make more informed decisions. This is a very complex environment and we are eager to help you.
Thank you for not keeping us a secret from your friends, family and associates. The highest compliment is the trust you place in us when you introduce us to those who might also benefit from the services we provide!