John G Russell (Transport) Ltd (Russell Group)’s Post

When folks first come into the doors of the GIA offices, they often come in a "𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝗖𝗼𝗻𝗳𝘂𝘀𝗶𝗼𝗻" regarding their retirement planning and financial futures. 🤨 But fear not, because our team specializes in simplifying the more technical aspects and 𝗯𝗿𝗶𝗻𝗴𝗶𝗻𝗴 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 to the vision you have in your head of your golden years! ✨ As you can tell, I'm a bit of an expert when it comes to 𝗼𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗼𝗻 𝗮𝗻𝗱 𝗮𝗺𝗯𝗶𝗴𝘂𝗶𝘁𝘆 as seen here when I visited the local Chattanooga gem with Greyson and Rhonda. Are you needing the veil lifted from your retirement future? See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a visit with our team! 👋 #familyman #lunchtime #financialplanning

Are you or someone that you know considering retirement home options? Are you or someone that you know considering downsizing? If so, join us tomorrow, Saturday May 4th, at 1:00pm at The Annex (123 Spadina Road in Toronto) for an Open House. I’ll be 1 of 3 key featured speakers discussing the financial impact of downsizing & how it can fund future living & care plans. We’ll touch on the 3 transformative steps to enriched living - downsizing, real estate & financial. #retirement #retirementliving #seniors #torontoevents #seniorliving #torontoseniors #gtaseniors #makingpeopleslivesbetter #assistedlivingcommunity #memorycare #independentliving #meditation #financialadvisor #companioncare #support #advice #planning #familyfirst #strategy #investinyourself #downsizing #realestate #financial

Need a family vacation now but also want a secure #retirement? That's Shelby Miller, CFP®'s goal. She'll help you balance your short-term needs with your long-term goals so you can enjoy today without sacrificing tomorrow. It's all about finding the sweet spot for your unique situation so you can have financial clarity. Want to learn more about Shelby's passion for empowering individuals? Get to know Shelby Miller, CFP®, Financial Advisor at Team Hewins, visit her bio here: https://hubs.ly/Q02knLLJ0 #FinancialPlanning #FinancialWellbeing #ClientsFirst #TaxEfficiency #WealthPlanning

If you are thinking about retirement, or have already retired this year, it’s a good time to consider if your current house is still a good fit for the next chapter of your life. This recent blog post provides great insight as you decide what is right for you! #ncrealtor #retirement #selling #buying #listingagent #buyersagent #realestateagent #keepingcurrentmatters

Are you or someone that you know considering retirement home options? Are you or someone that you know considering downsizing? If so, join us Thursday June 6th at 10:30am at Amica Bronte Harbour (160 Bronte Road in Oakville) for a presentation. I’ll be 1 of 3 key featured speakers discussing the financial impact of downsizing & how it can fund future living & care plans. We’ll touch on the 3 transformative steps to enriched living - downsizing, real estate & financial. #retirement #retirementliving #seniors #torontoevents #seniorliving #torontoseniors #gtaseniors #makingpeopleslivesbetter #assistedlivingcommunity #memorycare #independentliving #meditation #financialadvisor #companioncare #support #advice #planning #familyfirst #strategy #investinyourself #downsizing #realestate #financial

Yesterday, four of our friends met and we were making mischief on how our retirement would look, together. One friend was very steadfast on " I will only retire when my portfolio size becomes 10 crorers ". We asked him why so, and he said , " I do not want to retire or even die poor ". What is 'that' number for you? How did you arrive at your number?? Have you thought, or as one another friend said, ' I don't think about it '. #retirementplanning #financialfreedom #financialliteracy #financialplanning #pensionplanning #financialplanner #lifeplanning #couplegoals #lifegoals

401k Options at Retirement

"Navigating Senior Housing: Essential Insights for Informed Decisions on Your Next Chapter." Let Monica Keels at 804-596-0393 or [email protected] be your personalized assistant in this exciting retirement journey. Visit www.thekeelsteam.com and make the most of your golden years! 🌟🏠 #AgingInPlace #SRESGuide #RetirementLiving

Retiring Soon? Why Moving Might Be the Perfect Next Step If you’re thinking about retirement or have already retired this year, it’s a good time to consider if your current house is still a good fit for the next chapter in your life. Fortunately, you may be in a better position to make a move than you realize. Here are a few things to think about as you decide whether or not to sell and make a move. How Long You’ve Been in Your Home When you live in a home for a significant period of time, it’s natural for you to experience a number of changes in your life while you’re in that house. As those life... Robert Ruibal , KW, CADRE #01943803 (209) 559-2809

Can I Retire at 61 with 550k after being LAID OFF?!? by Drew Blackston Assess Your Financial Situation: Begin by thoroughly evaluating your current financial & retirement standing. Take stock of your savings, investments, […] #boomers #babyboomers