Grandfather and baby boy looking at the green grass on the beautiful spring day
March 11, 2024
Written By:
Brian Goldman
Retirement Specialist, Financial Adviser

March 2024 Newsletter

WELCOME March! We’re proud to present our March newsletter with articles focused on the benefits of walking, fun “day trip” ideas, and more — plus, a nutritiously delicious recipe.

Why Walking is a Good Thing

Hardly a day goes by when we’re not encouraged to “get out and walk.”

Experts urge seniors to get at least 150 minutes a week of moderate physical activity.

Another option is 75 minutes a week of “vigorous” activity.

But why is this so important? Experts say walking can …

  • Help maintain weight loss.
  • Lower risk of heart attack.
  • Strengthen bones.
  • Improve confidence and mood.
  • Increase energy.
  • Reduce anxiety.

Funeral Expenses are Going Up — We Have Solutions

It seems that final expense costs have always been high. But a recent surge in pricing for funeral and burial expenses has become a concern for many Americans. Consumer Price Index data showed that funeral costs rose 4.8 percent in the past year.

Total final costs tend to be around $10,000 but can amount to as much as $15,000 and possibly create a burden for your loved ones. (Wise Voter).

But here's something that can help — graded benefits life insurance.

This is a great way to make sure your loved ones are taken care of and it is an affordable way to provide peace of mind. Contact me today to learn more about graded benefits life insurance.

Life Insurance can provide financial security for yourself and your loved ones.

Day Trippers

Everyone enjoys a vacation.

But every trip doesn’t need to be a big one.

For seniors an inexpensive day trip can be loads of fun.

Here are some trip ideas you may enjoy (Always Best Care).

  • Explore county, state, or national parks.
  • Go to a nearby big city.
  • Take a trip to the country.
  • Revisit your “old neighborhood.”
  • View the exhibits at an art, science, or history museum.

“Beyond the Table” It's vital that we eat right.

And that’s what this month’s National Nutrition Month is all about.

During this special month, the Academy of Nutrition and Dietetics invites Americans to learn about making informed food choices and developing healthy eating and physical activity habits.

The theme this year is "Beyond the Table."

Key topics address the farm-to-fork aspects of nutrition, from food production and distribution to shopping at grocery stores and farmers’ markets.

Also important are the ways we eat and how we can help promote sustainability.

National Nutrition Month promotes the power of healthy food choices and a balanced diet. See more on National Nutrition Month, 2024

Good Taste, Good Health

Tangy Salmon with Green Beans

Tangy Salmon with Green Beans

In this dish, a sweet sauce gives the fish and green beans some barbecue tang.


  • 4 salmon fillets (6 oz each)
  • 1 tbsp butter
  • 2 tbsp brown sugar
  • 2 tbsp reduced-sodium soy sauce
  • 2 tbsp Dijon mustard
  • 1 tbsp olive oil
  • 1/2 tbs pepper
  • 1/8 tsp salt
  • 1 lb fresh green beans, trimmed

DIRECTIONS: Preheat oven to 425°. Place fillets in a 15x10x1-inch baking pan coated with cooking spray. In small skillet, melt butter, stir in brown sugar, soy sauce, mustard, oil, pepper, and salt. Brush half of the mixture over the salmon. Place green beans in a large bowl; drizzle with remaining brown sugar mixture and toss to coat. Arrange green beans around fillets. Roast until fish just begins to flake easily with a fork and green beans are crisp-tender, 14-16 min.

Source: Taste of Home


President John F. Kennedy established the Peace Corps, March 1, 1961.

On March 12, 1609, the island of Bermuda was colonized by the British after a ship on its way to Virginia was wrecked.

American Patriot Patrick Henry stated, "I know not what course others may take; but as for me, give me liberty, or give me death,” March 23, 1775.

On March 26, 1979, the Camp David Accord ended 30 years of warfare between Israel and Egypt.

SOURCE: The History Place

March Birthdays: John Bon Jovi (March 2), Lester Holt (8), Vanessa Williams (18),Celine Dion (30)

SOURCE: Famous Birthdays

Senior Financial Glossary

A volatility swap is a contract with a payoff based on the volatility of the underlying asset (stocks, bonds, etc.)

The purpose of venture philanthropy is to help fund philanthropic or charitable goals.

A voluntary lien is a claim that one person has over the property of another person as security for the payment of a debt.

The “waterfall concept” refers to a financial strategy in which a whole-life insurance policy is transferred from the policyholder to their child or grandchild.

SOURCE: Investopedia

Quote of the Month

“Look deep into nature, and then you will understand everything better.”
- Albert Einstein

View Last Month's answers

SOURCE: BrainyQuote©

For information about Medicare or Claiming Social Security, please visit Should you have any questions, please email me at or call 412-897-0760.

Brian Goldman
Retirement Specialist, Financial Adviser