Get your money off the bench and into the game!

Whether your retirement has already kicked off or is still in its pregame phase, you should know the score when it comes to an exciting — and increasingly relevant — vehicle for income and capital preservation: U.S. Treasuries.

soccer dog holding a rugby ball and laughing out loud

What are U.S. Treasuries?
U.S. Treasuries are debt obligations issued and backed by the full faith and credit of the United States government. That backing carries weight due to the federal government’s taxing power and the relative size and strength of the U.S. economy. U.S. Treasury securities can provide dependable, steady cash flow and preserve invested principal, if held to maturity.

Why are U.S. Treasuries important today?
As a result of the aggressive interest rate (hut, hut) hikes by the Federal Reserve, yields on short- and medium-term U.S. Treasury securities such as Treasury bills and Treasury notes have risen substantially in the past year. If you have “lazy” money lying around and not keeping up with inflation, a U.S. Treasury bill can help you meet your short-term goals of maintaining liquidity, preserving capital, and generating income!

How could Wealth With No Regrets® help?
U.S. Treasuries could be a part of a total integrated plan for you. Depending on your unique situation, this opportunity may be one you’ll want to tackle!

To learn about U.S. Treasury bills as a part of a fully integrated plan that looks at safe-money, investments, tax planning, and income planning for your retirement, simply reply to this email or call Kathy at (678) 278-9632 to schedule a conversation with me.

Catch you soon, and enjoy the Super Bowl this weekend!

-Barry Spencer


Boomfish Wealth Group, LLC, DBA Wealth With No Regrets®, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Content should not be viewed as personalized investment type of advice. All investment strategies have the potential for profit or loss. Tax, legal, and estate planning information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither Boomfish Wealth Group, LLC, nor Wealth With No Regrets® is engaged in the practice of law or accounting. Content prepared by Snappy Kraken. The S&P 500 is an unmanaged composite index considered to be representative of the U.S. stock market in general. All index returns exclude reinvested dividends and interest. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. It is important that you do not use this information to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed.


“In every aspect of life, have a game plan, and then do your best to achieve it.”

– Alan Kulwicki

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