Concurrent Financial Planning

Big news for 2025 retirement savings! IRS just released new information, helping folks boost their retirement preparedness. New limits mean even more ways to grow your nest egg and save on taxes. What steps can you take to increase your retirement savings in 2025? Read more here 👉🏾https://lnkd.in/gQyKJY5t If you want to learn more how to master your retirement income, watch the latest Life Money Balance podcast episode here 👉🏾https://lnkd.in/ghPECPPX #RetirementPlanning #RetirementSavings #401k #IRA #RothIRA

As the presidential race heats up, you might think your investments are riding on who takes the Oval Office. Truth is…history says otherwise! Both parties have seen solid market growth—no need to stress over headlines. Remember: your investment plan is built for your goals, not four-year cycles. So, diversify and stay steady to grow wealth, no matter who’s in charge. 💡 Want more exclusive, no-nonsense insights like this? Sign up for The Word, our free weekly newsletter. Get insider commentary and timely financial advice that’s not on our blog. Sign up here: https://lnkd.in/gfpn4Wfv

Many Gen Xers are juggling student debt, balancing lifestyle, and planning for retirement, which can make the future feel out of reach. Money talks for GenX weren't as popular as they are now. ✅ But here’s the good news: there are steps you can take to catch up and gain confidence in your future. By focusing on smart financial moves now, you can create a realistic plan that balances your lifestyle today and your ideal retirement tomorrow. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/ghPECPPX #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #StudentLoan #GenX

Gen X, do you often feel the pressure of balancing current expenses with saving for the years ahead? Retirement can seem out of reach with all the demands of today’s life, but building a secure future is possible! 🔑 The key? Start with small steps now to create lasting confidence and security. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/ghPECPPX #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #401k #GenX

If retirement feels like a distant goal, you’re not alone. Many Gen Xers worry they’re behind, juggling today's lifestyle needs while planning for tomorrow. But here’s the good news: it's not too late to take control. By making smart moves now, you can build the financial security and freedom you need to enjoy life today and during retirement. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/ghPECPPX #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #401k #GenX

Did you know that having building a better balance between saving & investing and spending, now, can help your relationship with confident spending in retirement? Financial well-being in retirement isn’t just about having security that funds your whole retirement —it's also about intentional spending to fund your well-earned aspirational retirement life! By committing to a sound long-term plan, you could have more wiggle room for you current lifestyle and retirement than you think. What's your plan for making sure your money lasts through retirement? Give us your tips below! Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gg5YbujF #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #GenX

Ever wonder what people regret most about their finances? It's not just about what they spent—it's about time, freedom, and lost opportunities—AND caring and funding the whole self—current and future. 👉🏾 "I Wish I Hadn’t Worked So Hard!" Balancing work and life is key. Automate your savings and set goals so you can enjoy life now. ✅️ 𝘋𝘰𝘯'𝘵 𝘴𝘢𝘤𝘳𝘪𝘧𝘪𝘤𝘦 𝐒𝐎 𝘮𝘶𝘤𝘩 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘦𝘴𝘦𝘯𝘵, 𝘸𝘰𝘳𝘳𝘪𝘯𝘨 𝐒𝐎 𝘮𝘶𝘤𝘩 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘧𝘶𝘵𝘶𝘳𝘦. 𝐋𝐢𝐟𝐞𝐬𝐭𝐚𝐠𝐞 𝐯𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝘮𝘢𝘵𝘵𝘦𝘳𝘴! 👉🏾 "I Wish I Had the Courage to Speak Up!" Not asking for more? That’s a money mistake. Speak up about salary, benefits, and investing! 👉🏾 "I Wish I Had More Time Balance!" Time is money—literally. Create passive income streams so you can spend more time on what matters. 👉🏾 "I Wish I Hadn’t Given So Much to My Company!" Don’t let your job take all your energy. Invest wisely, diversify, and don’t rely only on your paycheck. 👉🏾 "I Wish I Had Managed My Money Better!" Budgeting and saving = financial peace. Start today to avoid regret tomorrow. ✅️ "𝘐 𝘸𝘪𝘴𝘩 𝘐'𝘥 𝘦𝘢𝘳𝘯𝘦𝘥 𝐋𝐄𝐒𝐒 𝘮𝘰𝘯𝘦𝘺!" 𝘪𝘴 𝘢 statement 𝘺𝘰𝘶 𝐖𝐎𝐍'𝐓 𝘩𝘦𝘢𝘳 𝘱𝘦𝘰𝘱𝘭𝘦 𝘴𝘢𝘺. 𝘗𝘦𝘰𝘱𝘭𝘦 𝐃𝐎𝐍'𝐓 𝘳𝘦𝘨𝘳𝘦𝘵 𝘮𝘢𝘬𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺 𝘢𝘴 𝘢 𝘭𝘪𝘧𝘦𝘤𝘺𝘤𝘭𝘦 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦. 𝘛𝘩𝘦𝘺 𝘳𝘦𝘨𝘳𝘦𝘵 𝘯𝘰𝘵 𝘨𝘰𝘪𝘯𝘨 𝘢𝘣𝘰𝘶𝘵 𝘪𝘵 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵𝘭𝘺! 💡 Take a moment—are you managing your money effectively, or are you constantly stressed about finances? What changes can you make to improve your budgeting and savings habits? Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gg5YbujF #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #GenX

💸 Ever felt torn between enjoying life now and saving for the future? 🍃 Balance is key in life, especially when it comes to finances. In fact, holistic financial planning can allow you to do both! Let's talk: What questions do you have about balancing your lifestyle today with your retirement security? Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gg5YbujF #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #GenX

🔑 Are You Leaving 𝙔𝙤𝙪𝙧 Money on the Table? It’s Open Enrollment Time! This is your once-a-year chance to optimize your benefits and set yourself up for financial success. Don’t let it pass by without making the most of what’s available to you! 💼 Free Retirement Money? Yes, Please! Don't forget to max out your employer’s matching contributions to your retirement plan. 💊 HSAs & FSAs = Triple Tax Savings 💵 HSAs give you a tax break and help you grow your savings for medical expenses. FSAs let you pay for things like dependent care with pre-tax dollars. Win-win! 🩺 Choose the Right Medical Plan. Make sure you’re paying for the coverage you actually need without wasting money on unused benefits. 📑 Don’t Forget Beneficiaries! Keep your assets out of probate and in the hands of the people you choose – update your beneficiary info now! 🔒 Extra Life Insurance for Less? Your employer might offer low-cost life insurance. Take advantage and add an extra layer of financial security for your loved ones. Let's talk: have you reviewed your options today and make sure your choices align with your long-term goals? How are you planning for the future? Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gmNMgUvu #OpenEnrollment #FinancialPlanning #WealthManagement #MoneyManagement #EmployerBenefits #GenX

🚨 New Podcast Episode Alert! 🚨 🌟 Did you know that over 40% of people regret not optimizing their open enrollment season for employee benefits? Don't be part of that statistic! Join me as I talk more about this on Life Money Balance podcast's newest episode, dropping tomorrow! Click here to subscribe: https://lnkd.in/gHpb5kT9 #FinancialAdvice #OpenEnrollment #MoneyManagement