#AnnuityAwarenessMonth is coming to an end, but the importance of access to #retirement options is crucial year-round. Take a look at how #annuities help all Americans, including people nearing retirement and retirees, middle-market Americans and rural women, build financially secure futures: https://bit.ly/3RNT8q2 #AAM24
American Council of Life Insurers - ACLI’s Post
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The full retirement age is 66 for anyone born between 1943 and 1954. You may begin taking benefits starting at age 62, but they will be permanently reduced. Check out “How to potentially optimize social security benefits” to find out how much you could be receiving based on your birth year. https://hubs.ly/Q01YDNXh0 #woodfinancialgroup #retirementage #benefits #socialsecurity
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Women are facing an uphill battle when it comes to preparing for retirement. However, most women will also have to face a challenge that is often overlooked. Learn more here: https://ow.ly/2lnt50PQS94 #WomenInFinance #Retirement #RetirementPlanning
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As the largest number of Americans in history turn age 65 next year, more women than men in this group are looking to protected income as a solution to face down the nation’s retirement income crisis—https://ow.ly/9CPl50PzhBn. #retirement #retirementplanning #annuities #planahead #retirementincome
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#SocialSecurity rules can be especially complicated for clients who’ve been divorced or are single at the time of #Retirement. Start a more informed conversation by sharing these resources that highlight what may be at stake for your clients in this stage of their life. http://ow.ly/1clw10437G4
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Supporting businesses and their employees with opportunities to achieve their vision of financial freedom
Employees with access to a dedicated financial advisor are more likely to be satisfied with their job and their benefits package, and they are also more likely to stay with their company for longer. This is because financial advisors can help employees understand the benefits of saving for retirement and how to create a budget that allows them to save more money. Financial advisors can also help employees select investment options that are appropriate for their risk tolerance and retirement goals. Data also shows that employees in companies with a dedicated financial advisor are more likely to participate in their 401(k) plan and contribute a higher percentage of their salary. This is likely because employees feel more confident about their financial future when they have access to professional advice. This can lead to the most important factor...Retaining your quality employees for longer!
Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave. National Retirement Security Month is the ideal time to revisit your retirement strategy. https://ow.ly/tZKj50Q0GBX
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Helping individuals and businesses achieve their financial goals through personalized and disciplined strategies. Financial Advisor
If you find yourself feeling like you fall in with these statistics, let's set up a time to talk about the changes you can make now to help you feel more secure in retirement. It's never too late to make small changes that can have a large impact. The real question is...Can you afford not to? Please message me or give me a call so we can discuss your options!
Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave. National Retirement Security Month is the ideal time to revisit your retirement strategy. https://ow.ly/tZKj50Q0GBX
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As a financial advisor, it's easy to get wrapped up in the financial challenges of preparing your clients for retirement. However, factors like health🧘♀️, family❤, and purpose⭐ can contribute just as much to how much a person thrives in retirement. Big thanks to Edward Jones and Age Wave for sharing this report and highlighting the importance of promoting a holistic strategy for life in retirement.👐 #retirementplanning #nationalretirementsecuritymonth
Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave. National Retirement Security Month is the ideal time to revisit your retirement strategy. https://ow.ly/tZKj50Q0GBX
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Truth time: South Africa is sitting on a retirement time bomb, and it is about to go off in less than two months. - https://lnkd.in/df-HCZPf #disciplinedsavings #emergencyaccess #retirement #retirementplanningsolutions #retirementsavings Momentum
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This is exactly why there needs to be a plan in place for the future...it is about figuring out where you are and where you want to be. The conversations might be challenging but having a lack of options is certainly worse. I am here to help get that plan in place to help navigate every portion of the road to and during retirement.
Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave. National Retirement Security Month is the ideal time to revisit your retirement strategy. https://ow.ly/tZKj50Q0GBX
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It's more important than ever for women to have a voice in their retirement plans. Consider working with a financial professional who can help you make informed decisions about your future. #FinancialAdvisors #1stSourceThoughts #ThursdayTips #FinancialFacts #1stSourceAssetAdvisors #FinancialPlanning #WomensHistoryMonth #Retirement
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