happy children with their grandfather and grandmother, outdoor portrait
January 10, 2022
Written By:
Brian Goldman
Retirement Specialist, Financial Adviser

Welcome 2022!

I hope the coming of the New Year remains a source of renewed energy and inspiration for you. Remember, I am always available to help you make informed decisions about your health and retirement. Please feel free to contact me anytime. Read below for more information about your free policy review, buying life insurance, and more. Here's to hoping 2022 will be your best year ever!

Brian Goldman

Good Time for a Free Review

Seniors meeting with their adviser

The beginning of the year is always a time to look ahead, to imagine bigger and better things. Let's look ahead, together. With a Free Policy Review, we'll check out where you stand with your insurance protection and retirement planning. Together we'll determine if any plans you laid down some time ago are still right for you, or if changes are called for.

Surveys say many Americans think the best age to retire is 61 or 62. Interestingly, many "baby boomers" wish to work longer (CNBC).
Note: it's not unusual for people to return to work while in retirement.

Can Age Disqualify You from Buying Life Insurance?

There is no across the board maximum age for buying life insurance. But research shows that some companies limit purchases to people under age 80. If you're considering Life Insurance, that may mean it's critical to act earlier rather than later. Contact me to learn about your available options.

Remember that generally speaking, term insurance has a term limit while permanent insurance can last for a lifetime.

Happy Birthday!

Are you turning age 65 soon?

Your personal Medicare Open Enrollment Period lasts for 7 months, starting 3 months before you turn 65, and ending 3 months after the month you turn 65.

Contact me anytime for details!

Good Taste, Good Health

In French, bourguignon means "cooked in red wine". The wine gives this dish a glorious look and taste — just right for a mid-winter feast!

**Vegan Mushroom Bourguignon**


  • 2 tbsp avocado oil
  • 1 large chopped yellow onion
  • 2 cloves chopped garlic
  • 2 lbs mushrooms cut into chunks
  • 1 tsp Himalayan salt
  • 1 tsp ground black pepper
  • 2 large carrots peeled and sliced
  • 2 cups vegetable broth
  • 1 cup red wine
  • 3 tbsp tomato paste
  • 2 tbsp tamari sauce
  • 1 tbsp Dijon mustard
  • 1 tbsp maple syrup
  • 1 tsp dried oregano
  • 2 bay leaves

INSTRUCTIONS: Heat the avocado oil (or other cooking oil) in a large sauté pan or skillet with fitting lid over medium-high heat. Once hot, add the onion and garlic and cook until golden and fragrant — about 3-5 minutes. Add mushrooms, salt and pepper and continue cooking until the mushrooms start to brown and have released most of their liquids. Add carrots, stir to coat and then add the rest of the ingredients. Stir well and bring to a slow simmer. Cover loosely and continue to simmer for 15-20 min until the carrots are tender and the liquid has turned into a thick sauce. Remove from heat, garnish with a little bit of chopped parsley if desired. Serve with pasta or mashed potatoes, or favorite veggies. 220 calories.

SOURCE: The Healthy Foodie

What are seasonal vegetables right now?

A number of tasty, healthy vegetables are in season right now.*

These include broccoli, cauliflower, Brussel sprouts, sweet potatoes, and more. They're easy to find these days, good for you, and quite versatile.

* "What's in Season in January?" Ambitious Kitchen, https://www.ambitiouskitchen.com/delicious-healthy-recipes-to-make-in-january/ (accessed December 9, 2021)

Did you know this about January?

  • Martin Luther King Day is January 17 this year. Dr. King's actual birthday is January 15.
  • Alaska was admitted as the 49th state on January 3, 1959.
  • The Battle of New Orleans occurred January 8, 1815. The War of 1812 was actually over at the time.
  • On January 16, 1547, Ivan the Terrible was crowned first Russian Czar.
  • January Celebrity Birthdays: Elvis Presley (January 8), Jeff Bezos (12), Sam Cooke (22), Ellen DeGeneres (26)
SOURCE: Famous Birthdays
Brian Goldman
Retirement Specialist, Financial Adviser