June Refuge Refresh - Mid-year Check-in
(You can access the actual email with formatting and images HERE).
Hi Refuge friends,
It’s crazy, but we’re already about halfway through the year! May tends to fly by with graduations, celebrations, and the start of summer—and if you’re anything like me, it’s easy to blink and suddenly find yourself in June wondering where the time went. This month is a great opportunity to pause for a mid-year check-in. How are you doing with the goals you set at the beginning of the year—financial, personal, or otherwise? Is there something you’ve been meaning to get to but haven’t had the chance? Now’s the perfect time to take a breath, reflect, and realign before the second half of the year picks up speed.
If you want to chat about your progress or need a hand with your plans, just give me a shout—I’m always happy to help. Hope you’re having a great start to your summer!
—Tim
SMILE
My employer told me to sign up for the 401(k), but I told them there’s no way I could run
that far! 😂
LEARN
Did you know?
Policy/Strategy Review
Not quite sure what your retirement strategy or life insurance policy actually means for your future? You’re not alone. A lot of people have something in place but aren’t totally confident in the details — or what their next step should be.
That’s why I offer a free, no-pressure review. We can talk through what you already have, answer any questions, and explore ideas that might be a better fit for your goals.
No cost. No sales pitch. Just a real conversation with someone who genuinely wants to help.
If that sounds helpful, let me know — I’d be honored to connect.
Great Resource!
If you haven’t heard of it yet, the Seniors Blue Book is a fantastic go-to guide for just about anything a senior might need — from healthcare and housing to local services and support. I have a whole box of the latest edition in my office, and I’d be happy to share one with you (they’re free!). Just let me know if you'd like a copy.
Prefer to browse online? You can explore their website at seniorsbluebook.com — it’s packed with helpful info. Whether it’s for yourself or someone you care about, this is a resource worth checking out!
Fun Money Fact
The U.S. prints about $500 million in cash every day — but before you start getting upset about inflation, don’t worry: most of it’s just replacing old, beat-up bills. It’s normally not more money… just prettier money.
(Source: Bureau of Engraving and Printing)
PONDER
“The best way to predict your future is to create it.”
— Abraham Lincoln
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security, insurance product or any other financial product.
For Medicare: Currently, we represent 12 organizations which offer 90 products in the Southern Colorado area. You can always contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program for help with plan choices.
Read our full disclosures HERE.
Copyright (C) 2025 Refuge Financial Solutions. All rights reserved.
