As the veil between worlds grows thin, frights and delights stir awake! 🕸️ The spooky season has arrived to enchant one and all. Wickedly clever costume parties 👻, meticulously carved pumpkin masterpieces 🎃, and savoring all the seasonal candy indulgences await those looking to embrace their spirited side this Halloween. 🍭🍫 Let your inner ghoul out to play. 'Tis the season to get delightfully tricky and revel in all sorts of haunting shenanigans! 🕷️ Share your favorite hair-raising Halloween adventures below, if you dare... 💀 #SpookySpectacles #GhoulishGallivanting #TricksAndTreats
About us
Wealth Management, Insurance and Planning If you want the confidence that comes from having a financial strategy and a partner by your side, take advantage of our simple process: - Work with a professional that has a fiduciary duty to put client needs first - Learn how we can help you protect your income and assets - Compare your options for saving in volatile markets - Help ensure your loved ones are provided for should you die prematurely - Avoid making common mistakes when investing - Understand what you are paying in fees and taxes We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse population, our practice specializes in investment management and retirement planning for busy professionals and the LGBTQ community. Diversity and Inclusion Commitment: Our team takes pride in embracing the benefits of diversity, at all levels. We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths. Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure. Registered Representative: securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.
- Website
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https://www.planningforgood.financial
External link for Planning for Good, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New England
- Type
- Privately Held
- Founded
- 2010
Locations
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Primary
Virtual Practice
New England, US
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20 Cabot Blvd
STE 300
Mansfield, Massachusetts 02048, US
Employees at Planning for Good, LLC
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Karen Melo Ticas, CFP®, RICP®, WMCP®
CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO…
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Kristen Heller, CSRIC™
Financial Advisor at Planning for Good
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Peggy Haslach, CFP®,CLU®
Financial Planning for Women & LGBTQIA+ Doctors | Veterinarians | Attorneys & Business Owners. Together we are Planning For Good!
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Sara DuPont
Nonprofit Leader
Updates
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Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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In light of recent natural disasters, it's worth knowing about iPhone's satellite messaging feature: 1️⃣ Available on iPhone 14 or newer with iOS 18. 2️⃣ Update software: Settings > General > Software Update. 3️⃣ Ensure iMessage is on. 4️⃣ When cell service is unavailable, your phone offers a satellite option. 5️⃣ Follow on-screen directions to connect. This feature could be a lifeline during emergencies, working even when cell towers don't. It's slower than normal texting, but it's a powerful backup. Stay prepared! 💪 #iPhoneTips #EmergencyPrep #TechSafety Source: https://lnkd.in/g-hsfZvH
iPhone users can send texts via satellite when cell service is down. Here's how.
cbsnews.com
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Got a go-to tax preparer, accountant, estate planner, or family attorney you trust? We’d love an introduction! Our team serves clients nationwide, and we’re always looking to expand our network of allied professionals. What makes a great fit for us? Our ideal partners are LGBTQ-friendly, have extensive industry experience, and come highly recommended by current clients. Your referrals and testimonials help us connect our clients with the best. Thanks in advance for your support!
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Planning for Good, LLC reposted this
CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO WELCOME A LICENSED JUNIOR ADVISOR TO THE TEAM!
🗳️ Your Voice, Your Power 🗳️ Voting is not just a right—it’s our power to shape the future! 🌅 Let’s stand together, for freedom, for equality, and for the rights of all women. Your vote is your voice—make sure it’s heard loud and clear! Register today and make a plan to vote!
Register to vote in your state | Vote.gov
vote.gov
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The Social Security Administration just announced a 2.5% cost-of-living adjustment for 2025. What does this mean for beneficiaries? 1️⃣ Average monthly retirement benefits will increase by about $50. 2️⃣ This is the lowest COLA since 2021, reflecting slowing inflation. 3️⃣ Over 72.5 million Americans will see this increase in their benefits. While this adjustment helps maintain purchasing power, it reminds us that relying solely on Social Security may not be enough for a comfortable retirement. Diversifying income sources and looking ahead remain crucial strategies. #SocialSecurity #RetirementPlanning #COLA2025 Source: https://lnkd.in/e2mEpvkU
Social Security Administration announces 2.5% cost-of-living adjustment for 2025, lowest increase since 2021
cnbc.com
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How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
Social Security Benefits: How Much Will I Receive
planningforgood.financial
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Planning for Good, LLC reposted this
CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO WELCOME A LICENSED JUNIOR ADVISOR TO THE TEAM!
I want to take a moment to give Cambridge Investment Research, Inc. a shout out! They offer advisors something unique that I’ve never experienced elsewhere in nearly two decades in this business and it’s something that was a game changer for me… they host Cambridge Nation! It’s a pretty simple old school “message board” where we can have both broad and more dedicated communities for open discussion with all Cambridge Advisors, nationwide. So many advisors participate with questions, brainstorming and sharing ideas. It’s awesome. There’s little gatekeeping. So many are willing to share and help others. It’s also a terrific way to network with your peers. This offers both camaraderie (especially import for small and/or virtual teams) and significant growth opportunities. Thanks to Cambridge for hosting this and thank you to those who actively participate!!
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CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO WELCOME A LICENSED JUNIOR ADVISOR TO THE TEAM!
🚨 Reminder: Today is the LAST DAY to file your taxes if you filed an extension! 🚨 If you're looking for a new CPA or tax preparer, reach out starting next month! Don't wait until the start of the 2024 tax season. Professionals won't be able to accommodate new clients once things get super busy again.
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CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO WELCOME A LICENSED JUNIOR ADVISOR TO THE TEAM!
Hello fellow allied professionals! Planning for Good is committed to know other professionals that can work with us to serve our clients. If you'd like to connect, so we can learn about your services, please contact us below!
Referrals and Professional Networking
planningforgood.financial