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you’ll want to consult with your tax advisor regarding this strategy.


6. Consider building up your medium-term investment bucket. We help clients think of their money in three buckets: cash reserve, medium-term investments, and retirement. Many times, people have cash savings, and then investments in their retirement accounts—but nothing in between. As someone builds wealth, a point is reached where the emergency/ cash reserve is plentiful, retirement ac- counts are well funded, and the decision is made to invest some of their non- retirement cash savings into other kinds of investments. A taxable brokerage account works well for this and can be customized to your personal preferences.


It is my hope that some of these ideas


will inspire you to save and promote abundance throughout your financial life! Should you have any questions or are look- ing for financial planning advice, invest- ment services, or ways to save smarter for your retirement—don’t hesitate to contact our team at TrinityPoint Wealth.


Wishing you peace and universal sup-


port in the days ahead, one day at a time. ~Dana


Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Manag- ing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory firm in Milford, CT and Char-


lotte, NC. Dana advises high net worth cli- ents with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client’s entire financial life with a vision- ary lens, advising on investment portfolios, retirement planning, stock options, life tran- sitions, exit planning for business owners, customized advanced cash-flow planning and multi-generational wealth transfer strate- gies. See ad on page 30.


· Certified Shamanic & Shapeshifting Practitioner · Registered Yoga Teacher: Gentle, Mixed, Shamanic · Certified Hypnotherapist & Regressionist · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · CT Justice of the Peace: Nature Inspired Ceremonies · International Retreats & Cruises: Shamanism, Yoga, & Psychic Development


This material presented is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicita- tion of any particular security, strategy, or investment product. TrinityPoint Wealth, nor its investment advisory representa- tives are permitted to provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Source: Used with permission from fpPathfinder.com.


20 Natural Nutmeg July/August 2021


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