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Stas Politis, CPFA®
Stas Politis, CPFA®
Upward Wealth Group, LLC Employer-Sponsored Plan Advisor & Investment Representative
https://www.upwardwealthgroup.com (561) 345-3992

At Upward Wealth Group, we understand the critical role of employer-sponsored plans in talent retention and employee financial well-being. By reducing financial stress, these plans foster a healthier work environment and enhance productivity and performance. With our tailored approach, we ensure that your company's retirement plan is not just effective but also aligned with your organizational goals.

Our services cater to a diverse clientele, including self-employed professionals, entrepreneurs, business owners, and executives/trustees seeking to optimize their retirement savings. With decades of experience and a commitment to personalized solutions, we specialize in crafting employer-sponsored retirement plans that suit your specific requirements. Whether you prefer a straightforward, easy-to-administer plan or a more intricate one tailored to your unique circumstances, we've got you covered.

Given their substantial contribution to our retirement nest eggs, we recognize the significance of 401(k) plans in retirement planning. It's essential to synchronize all your savings and investments inside and outside employer-sponsored retirement plans to maximize their combined potential in achieving your retirement objectives. By harmonizing these elements, we can build a comprehensive portfolio that works synergistically toward securing your financial future.

Let's collaborate to design a retirement plan that meets regulatory requirements, empowers your employees, and positions your business for long-term success. Reach out to us today to embark on this journey toward financial security and prosperity.

Keeping Summer Safe: Pool and Spa Safety Tips

Insurance Read Time: 3 min

The backyard pool can be great summer fun, but it can also be a source of danger for children. Drowning kills nearly 4,000 people a year in the United States. It's also the leading cause of preventable death among children ages 1-4.1,2

If you have a pool or spa, here are seven simple tips to keep your children and their friends safe during swim season.

Seven Safety Tips to Save Lives

1. Adult Supervision

Always be present when children are using the pool. As any parent knows, it only takes moments for children to place themselves in dangerous situations, so stay attentive.

2. Keep a Life Ring or Shepherd's Crook Nearby

This lifesaver can quickly pull someone from the pool. Always check that it is in good condition.

3. Fence and Alarms

Make sure your pool is protected by a fence. You may even want to add an alarm system that can warn you of unintended use of the pool.

4. Rope or Float Line

This can distinguish between the shallow and deep ends and serve as a visual reminder to young children not to pass.

5. Lock Your Hot Tub Cover

Young children may not be tall enough to stand up in the hot tub or fully appreciate how quickly heated water can lead to dehydration or other accidents.

6. Safely Store All Pool Chemicals

These chemicals represent a danger not only to children but also to the adults who use them. Find a safe storage area and handle them properly.

7. Cover Pool Drains

Suction entrapment can lead to death. Make sure all drains are properly installed with certified covers. Periodically check to ensure that they are not damaged.

With these simple steps, you can increase the safety of your pool or hot tub, without any loss in the fun and joy they bring.

1. CDC.gov, 2022
2. The information in this material is not intended as legal advice. Please consult legal or insurance professionals for specific information regarding your individual situation.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

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