📢 Advisors, are your clients ready for retirement? Less than one in five Americans regularly meet with a financial advisor to discuss retirement. Now’s the time to act. By offering personalized, holistic advice, you can help clients close the gap between their savings and future goals. Let’s elevate the retirement conversation. Read more about why regular advisor meetings matter: https://lnkd.in/e_Zk5vK9 #RetirementPlanning #FinancialAdvisors #HolisticAdvice #FutureCapital #FinancialWellness
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IS YOUR PARENTS' RETIREMENT PLAN FALLING ON YOUR SHOULDERS? Here are three steps to help alleviate the stress over the long term: 1) Assess the Situation: Gather information about your parent's financial status and retirement plans. 2) Plan Together: Initiate open discussions with your parents about their retirement goals and expectations and create a strategy that aligns with their wishes and your capabilities. 3) Reach out -- Symphony Financial specializes in retirement and estate planning. We can offer expert advice on managing finances, navigating legal aspects, and ensuring a smooth transition when the time comes. Take these proactive steps and gain peace of mind. #elderlyplanning #financialwellness #retirement
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IS YOUR PARENTS' RETIREMENT PLAN YOU? If you feel overwhelmed by that expectation, here are three steps that can help lessen your stress in the long run. 1) Assess the Situation: Gather information about your parent's financial status and retirement plans. 2) Plan Together: Initiate open discussions with your parents about their retirement goals and expectations and create a strategy that aligns with their wishes and your capabilities. 3) Reach out -- Symphony Financial specializes in retirement and estate planning. We can offer expert advice on managing finances, navigating legal aspects, and ensuring a smooth transition when the time comes. Take these proactive steps and gain peace of mind. #elderlyplanning #financialwellness #retirement
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IS YOUR PARENTS' RETIREMENT PLAN FALLING ON YOU? Feeling overwhelmed. Consider taking these three steps to lessen the stress in the long term. 1) Assess the Situation: Gather information about your parent's financial status and retirement plans. 2) Plan Together: Initiate open discussions with your parents about their retirement goals and expectations and create a strategy that aligns with their wishes and your capabilities. 3) Reach out -- Symphony Financial specializes in retirement and estate planning. We can offer expert advice on managing finances, navigating legal aspects, and ensuring a smooth transition when the time comes. Take these proactive steps and gain peace of mind. #elderlyplanning #financialwellness #retirement
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IS YOUR PARENTS' RETIREMENT PLAN FALLING ON YOU? Feeling overwhelmed. Consider taking these three steps to lessen the stress in the long term. 1) Assess the Situation: Gather information about your parent's financial status and retirement plans. 2) Plan Together: Initiate open discussions with your parents about their retirement goals and expectations and create a strategy that aligns with their wishes and your capabilities. 3) Reach out -- Symphony Financial specializes in retirement and estate planning. We can offer expert advice on managing finances, navigating legal aspects, and ensuring a smooth transition when the time comes. Take these proactive steps and gain peace of mind. #elderlyplanning #financialwellness #retirement
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With the high cost of living these days and higher taxes the prospect of being on a fixed income and retiring can be daunting. More and more folks are less optimistic about retirement. However, families with a financial/retirement plan remain optimistic even with increased pressures according to a recent survey. Don't let apprehension cloud your vision of retirement. Take the proactive step today to shape your financial destiny. Speak with us now about crafting a personalized retirement/financial plan tailored to your unique aspirations and circumstances. Together, let's turn your retirement dreams into a reality worth celebrating." https://lnkd.in/ea6HjPng
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With the high cost of living these days and higher taxes the prospect of being on a fixed income and retiring can be daunting. More and more folks are less optimistic about retirement. However, families with a financial/retirement plan remain optimistic even with increased pressures according to a recent survey. Don't let apprehension cloud your vision of retirement. Take the proactive step today to shape your financial destiny. Speak with us now about crafting a personalized retirement/financial plan tailored to your unique aspirations and circumstances. Together, let's turn your retirement dreams into a reality worth celebrating." https://lnkd.in/eNP8P-PB
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A lot of interesting statistics in this article. Have you completed financial planning for yourself and your family? If not, how do you know what it will take to have the future you want? Enlist the help of a professional today to find out!
A survey of over 2,000 investors from Nationwide finds that 61% hold different expectations for their retirement compared to five years ago. https://lnkd.in/ejUdH_8t
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Great article with several insights I have thought and experienced while working with several clients throughout #bayofquinte , #kingston and other parts of #ontario over the past 17 years. If you desire to not be part of the majority in Canada, click my link”book now” link to get your complimentary introductory meeting to see if working together towards your financial goals is a mutual fit. #financial #planning #retirement #goals #plan #destiny
Christine Van Cauwenberghe, KC from IG Wealth Management highlights the gap between Canadians' retirement expectations and savings. She urges advisors to reset these expectations and help clients set realistic retirement goals. https://hubs.la/Q034xjN80 #RetirementPlanning #FinancialAdvice
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Nothing in this article is surprising to me, having personally met countless people with unrealistic retirement plans. My main takeaway is the importance of having a plan. Yes, I've said this before, but it clearly doesn't resonate with a majority of people. Don't want to end up like one of the examples in the article? Get a customized financial plan and follow it. My clients have their plans updated annually so they know exactly where they stand. https://lnkd.in/eW66hrBj
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🚀 Are You Prepared for Retirement? 🏖️ A recent study reveals a staggering statistic: 67% of 55-year-olds are unprepared for retirement. This finding is a wake-up call for those nearing retirement age and a reminder for younger generations to start planning early. Here are some key takeaways: Start Early: The power of compound interest can't be overstated. Starting your retirement savings early can significantly boost your financial security in later years. Regular Assessments: Conduct regular financial check-ups to ensure you're on track. Evaluate your savings, investments, and spending habits to make necessary adjustments. Diversify: A diversified investment portfolio can help mitigate risks and maximize returns, especially as you approach retirement. Seek Professional Advice: A financial advisor can provide personalized strategies to optimize your retirement planning. Don't wait until it's too late. Whether you're 25 or 55, taking proactive steps now can make all the difference in achieving the retirement lifestyle you envision. 🔗 Read the full article to learn more! #RetirementPlanning #FinancialWellness #InvestSmart #FutureReady #GreeneWentzlerWealth #Woodforest #WoodforestWealthStrategies
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