1st Source Asset Advisors

We are getting ready for the spookiest day of the year! Here’s a sneak peek at our Halloween crew at 1st Source Asset Advisors: Eric Tomlinson as the adventurous little cowboy, Angie Banicki rocking the scarecrow look, and Ben Finan creeping it real as a friendly spider! 🕷️ Wishing everyone a fantastic Halloween tomorrow! Stay safe and embrace the fun!

Investing without clear goals is like tossing money into a hole—uncertain and aimless. To build a solid financial future, it's essential to define your objectives! Whether you're saving for a home, your child's education, or retirement, setting specific goals empowers you to create a focused investment strategy. Take time to clarify what you want to achieve, determine your timelines, and figure out how much you need to invest. A thoughtful plan keeps your financial journey on track and helps you prepare for the future you envision. Learn more: https://lnkd.in/gnp3XtEa #InvestmentGoal #1stSourceAssetAdvisors

Retirement is truly rewarding when you have two essential elements: financial security and meaningful pursuits. As we navigate this significant transition, it's vital to ensure you are prepared for both. Let's work together to create a comprehensive retirement plan that not only safeguards your financial well-being but also enriches your life with purpose and passion. https://lnkd.in/eitxkxi8 #1stSourceAssetAdvisors #ReitrementPlanning #Motivation

Join Ben from 1st Source Asset Advisors in this insightful video as he dives deep into the world of annuities! 🌟 Discover how these financial tools can serve as a reliable source of income during retirement, ensuring you have the peace of mind you deserve. Ben explains the different types of annuities and shares how we tailor solutions to fit our clients' unique goals and financial situations!

Did you know that Americans with a financial advisor expect to retire at age 64—two years sooner than those without an advisor? Plus, they've saved twice as much for retirement, compared to just $62,000 for those navigating it alone! Learn more about our personalized planning services: https://lnkd.in/eitxkxi8 #FinancialPlanning #FactFriday #1stSourceAssetAdvisors

With Halloween right around the corner, it's the perfect time to uncover some spine-chilling truths about money that might be haunting your financial future! From scary stats on emergency savings to the haunting reality of rising bankruptcies, we have the frightful facts and strategies to help you avoid becoming a statistic. Don't let these financial ghouls catch you off guard! Read more about how to face these financial frights and protect your future. 👻 #SpookySeason #1stSourceAssetAdvisors

Are you unknowingly sabotaging your financial future? 💸 Take a look at this guide on the 4 money mistakes you might be making and how to avoid them! Let's get on the path to smarter spending and saving! #1stSourceAssetAdvisors #FinancialGoals

Happy #MotivationalMonday! Setting goals is the first step in turning the invisible into the visible. Whether it’s your financial aspirations or personal dreams, having clear goals is the key to making them a reality. Let’s start this week with purpose and intention! https://lnkd.in/g4CseKJn #1stSourceAssetAdvisors

Did you know? 📊 75% of individuals who work with a financial advisor feel confident they’ll be financially prepared for retirement, compared to 45% of those without one. Don't leave your future to chance! Discover how our 1st Source Asset Advisors expert advisors can help you achieve your retirement goals. https://lnkd.in/eitxkxi8 #RetirementPlanning #Retiree #1stSourceAssetAdvisors

While confidence levels may vary depending on political party, one thing is clear – the S&P 500 has delivered strong returns regardless of which party holds office. This data reminds us that market growth transcends political lines, reinforcing the value of a long-term investment strategy!