Foothills Financial Group, Inc

👻 Trick or Treat! Wishing everyone a hauntingly great Halloween filled with frightful fun and sweet surprises! 🎃🍬 #Halloween2024 #SpookySeason

"The secret to a more fulfilling retirement is to turn every ordinary day into an extraordinary memory." #retirement #quotes #finance

Wondering how your assets are passed on? From understanding probate and taxes to knowing what happens if there’s no will, this article helps break down the essentials of inheritance planning so you can help make informed choices for your legacy. 👉 Get the Full Breakdown here! https://lnkd.in/eZ3cj2JR #financialplanning #wealthmanagement #money

A solid plan should include a mix of income sources, such as Social Security, pensions, and withdrawals from retirement accounts. It's important to work with a financial advisor to help create a tax-efficient strategy that meets your needs. #retirement #financialplanning #money

Required Minimum Distributions (RMDs) can be a key piece of your retirement puzzle. But do you know how to make the most of them? Understanding RMDs is crucial for helping to manage your retirement income effectively and avoiding unnecessary penalties. Get the insights you need to help maximize your RMD strategy and keep your retirement plan on track! ➡️ Learn how to help make RMDs work for you in our report:  https://lnkd.in/eEfSDvMs #finance #retirementplanning #income

Retirement is your time to enjoy the rewards of your hard work and chase new dreams. #retirement #finance #retire

Are you making these common 401(k) missteps? 🚫 Help protect your future by avoiding these pitfalls that can jeopardize your retirement savings: https://lnkd.in/gwUp_3VE #401k #financialplanning #income

Helping ensure your legacy is protected starts with thoughtful estate planning. From wills to trusts, taking the time to organize your affairs today can help provide peace of mind for tomorrow. Don’t leave your family’s future to chance—help make sure your wishes are clear and your assets are secure. Contact us today to help get started on your estate plan! #wealthmanagement #estateplan #estateplanning

An annual review of your portfolio is crucial to help ensure your investments are still aligned with your retirement goals. As life changes—whether through market shifts, new tax laws, or personal milestones—your financial strategy may need adjusting. 🌐 By regularly assessing your asset allocation, risk tolerance, and overall financial plan, you can make necessary tweaks to help keep your retirement on track. Don’t wait for retirement to sneak up on you—stay proactive and review your plan annually to help ensure you’re set up for long-term success! #financialplanning #income #wealthmanagement

Answer: An Income Specialist is a financial advisor who is uniquely qualified to help clients reduce their exposure to market risk so they can better preserve their savings and use it as a renewable source of income in retirement. 👍✅ Have another question? Reach out to us here so we can help you: https://lnkd.in/eJgrV6AS #retirementplanning #financialservices #finance