Melissa Ellis, MS CFP® CDFA®

#RetirementRoadmap: Options for Small Business Owners | Martin A. Scott, CFP®, EA shares flexible retirement plan options designed to help small business owners secure their future with tax advantages. 👉 Explore the options in #NAPFAadvisor: https://bit.ly/3ZpRori #SmallBusiness #RetirementPlanning #FinancialFreedom #FeeOnly #NAPFA

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Learn more about the retirement income sources you can use to build a strong, sustainable financial strategy for your golden years. Details are in our latest article! #retirementincomeplan #retirementplanningohio https://lnkd.in/euBmmRr8

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At Ideas by Mike™, we believe that retirement planning should reflect your personal values—not just your account balance. From tax strategies to balancing risk in the years before retirement, creating a stable and adaptable retirement plan can make a real difference. This week on Ideas by Mike™, Mike Milligan, CFP®, and Jim Fisher, discuss how a personalized approach to retirement planning supports a future built around your unique goals. 🎧 Don’t miss it: https://bit.ly/4hBB25Y #IdeasbyMike™ #FinancialPlanning #RetirementIncome #PersonalizedWealth #FutureFocused #IncomeStrategy #ClientSuccess #WealthManagement

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Check out the latest blog from Christian Financial Advisors Network, that Ben is a part of. In this post, Ben and the other financial planners from the group each discuss causes they love supporting. #generosity #support #financialadvisors

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We're less than a week away from the next installment of the 2024 Financial Enrichment webinar series! Our coaches will be covering best practices for building generational wealth alongside Independent Financial and Citizens on May 15th. 💸 Register today to join: https://bit.ly/3GuzcT2. #financialcoach #nonprofit #wealth #freeresource #buildingwealth #financialfreedom #finlit #webinar

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If you’re still using outdated tools to tackle Social Security planning, you’re leaving value on the table — for you and your clients. Advisor Controls’ Social Security Pro is reshaping how financial advisors approach retirement decisions. By modernizing complex calculations and insights, it allows advisors to maximize benefits without the headache. This is the future of Social Security planning—precise, efficient, and built for today’s retirement landscape. Why settle for less when the stakes are this high? https://lnkd.in/eUcPt-WK #FutureOfFinance #AdvisorControls #SocialSecurityPro

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Frustrated with your taxes? 💸 You're not alone. In the latest episode of Ideas by Mike™, Mike Milligan, CFP®, covers the fascinating history of taxes in the United States, the growing concerns around tax burdens, and how you can take proactive steps to minimize them. 📊 A strong financial plan starts with a solid tax plan. Let’s get into it: https://bit.ly/4fuZLYy #IdeasbyMike™ #FinancialPlanning #FinancialEducation #TaxRelief #MoneyMatters

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Almost all of us know that utilizing Roth contributions can be a powerful tool to enhance your retirement plan, but do you know how to decide when it makes the most sense to make Roth contributions versus traditional? In this installment of John’s Top Tips, our resident CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett, CFP®, MS outlines the key differences between Roth and traditional contributions. If you want some help figuring out which type of contribution makes the most sense for you, be sure to visit our website to schedule a free consultation with John today! #roth #traditional #retirementsavings #financialadvisor #financialplanner #retirement #taxmanagement #retirementplanning https://hubs.ly/Q02JGz7n0

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Matt Kasper, CFP®, AIF® goes over some key items you should review as you head into retirement on our next Educational Series. Subscribe to our channel so you don't miss it: https://lnkd.in/gjQKGqyr #financialeducation #wealthmanagement #financialplanning

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At Beratung Advisors, we’ve created a simple 6-step process for developing your financial plan. Step 1: Listen. At this stage, you are a potential client, and will have a ‘listen meeting’ with our CFP® professionals. In this meeting we will listen to you and learn about your financial priorities, goals, concerns, and more. We will then tell you how we can work together to fulfill your financial goals. Then, if you choose to move forward with us, you will gain access to your individual financial planning portal. To learn more in depth about how the planning process can empower you to pursue your goals, click the link below: https://lnkd.in/dR9a8KG6 #FinancialPlanning #FinancialPlanningProcess #PersonalizedPlan #financialgoals #beratungadvisors

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Giving Season is here! Is your practice ready? Clients are seeking advisors who can: • Provide comprehensive wealth management • Incorporate meaningful philanthropic planning • Retain oversight of charitable assets Endaoment empowers you to: ✓ Manage client DAFs in-house ✓ Grow AUM with custom portfolios ✓ Deepen relationships through strategic giving Don't miss this opportunity to differentiate your offerings. #WealthManagement #FinancialAdvisors #Innovation

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At Beratung Advisors, we’ve created a simple 6-step process for developing your financial plan. Step 1: Listen Step 2: Peer to Peer Review. After listening intently and reviewing your information, our team of CFP® Professionals collaborates to unveil your complete financial picture. Together, we craft a personalized strategy tailored just for you. To learn more in depth about how the planning process can empower you to pursue your goals, click the link below: https://lnkd.in/dR9a8KG6 #beratungadvisors #financialplanning #CFPProfessionals #FinancialGoals #EmpowerYourGoals #PlanForSuccess

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Retirement planning should be about creating stability and peace of mind. Would you agree? In this installment of Ideas by Mike™, Mike Milligan, CFP® and Jim Fisher discuss the strategies that help align retirement income with what matters most to you. From tax planning to income diversification, there’s more to it than saving. It’s about designing a plan that grows with you, one that’s as unique as your own future goals: https://apple.co/40DJhss #IdeasbyMike™ #FinancialPlanning #IncomePlanning #FutureFocused #WealthManagement #ClientSuccess #PersonalizedWealth

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