Financial Thoughts with Susan Moore

We conduct a variety of workshops and seminars at MWM. The mission statement of MWM is very simple: “and then some.” We attempt to do what is expected, what is required “and then some.” The Planning for Retirement workshop is part of our monthly “and then some” workshops. In addition, MWM conducts daily current events market updates that attempt to explain what is going on in the financial world. If you would like to be on the mailing list or receive email notifications of upcoming webinars, please call 334.270.1672, or email

Sarah@moorewealthmanagement.com

By Susan Clayton Moore, J.D. Principal of Moore Wealth Management, Inc.

comprehensive set of worksheets that help them evaluate whether or not it is financially feasible to “age in place” and stay in their home the rest of their lives. What renovations would be required for them to remain in the home in the event that they had mobility limitations? They also receive worksheets that enable them to compare and contrast other options, including independent living, assisted living, and skilled nursing facilities, as well as continuing care retirement communities (CCRCs) that offer the entire spectrum of choices in one place. The May 2023 workshop will be conducted in an online webinar format on Wednesday, April 19th and again Wednesday, May 24th at 12 p.m. Please call 334.270.1672, or email Sarah@ moorewealthmanagement.com for more information and reservations.

Susan Clayton Moore, J.D., is a financial advisor and wealth manager of Moore Wealth Management, Inc., with offices in Auburn, Montgomery, and Alexander City, AL. Susan has under advisement over $170 million (as of 1.21.2022) in brokerage and advisory assets through Kestra Financial and has been a financial planner for nearly 40 years. Contact Susan at 334.270.1672.

Email contact is: susan@moorewealthmanagement.com

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney or tax advisor regarding your individual situation.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Moore Wealth Management, Inc. https://bit.ly/KFDisclosures

By Kerri Fivecoat-Campbell