Strategic Senior Benefits Group

Volatility can be your biggest risk in retirement. Check out the video below to see how we can help! #Volatility #invest #stocks

When it comes to planning your retirement, having the right guidance is essential for your peace of mind. But how do you know if your current advisor is truly the best fit for your financial goals? Download our free report to see 10 key indicators that may signal it’s time to reevaluate for financial guidance! https://lnkd.in/eMCAE5Yi #financialadvisor #wealthmanagement #money

RMDs are mandatory withdrawals from retirement accounts (like traditional IRAs and 401(k)s) that you must start taking by age 73.   The amount can be calculated based on your account balance and life expectancy. #financialgoals #finance #retirementplanning

Dreams don't retire when you do. Your next chapter might be your best one yet! #retirement #quotes #finance  

No tricks, just treats this Halloween! 🎃 May your day be filled with laughter, joy, and just the right amount of spookiness! 👻 #HappyHalloween #halloween2024

Building a legacy that lasts may start with the right plan. ✨   Explore options for trusts, wills, and beneficiaries to help ensure your wealth is passed on smoothly and effectively. Let’s help achieve a future that honors your hard work. #wealthmanagement #estateplan #estateplanning

Tip of the Day: 🔑 Understand the impact of inflation on retirement savings. Helping to protect your purchasing power is key to a more comfortable future. Regularly assess your investments with a trusted financial advisor to help make your hard-earned savings outlast you in retirement! #financialliteracy #financialadvisor #financialeducation

🏡 Is Downsizing the Right Move for Your Retirement? 🏡   A smaller home may mean reduced expenses, less upkeep, and even new opportunities. But downsizing also comes with its own set of trade-offs that aren’t always obvious. Before you take the leap, make sure you’re informed about both the perks and potential pitfalls. 👉 Read the Full Article to Help Weigh Your Options!  https://lnkd.in/e9rGMHjm    #downsizing #retirementplanning #financialgoals

📉 The answer is... False! A balanced investment strategy can help sustain income and manage inflation long into your retirement years. #investing #retirement #income

Is Your Retirement Plan Ready for the Unexpected? Life doesn’t always go as planned, especially in retirement. From sudden medical expenses to market fluctuations, it’s essential to have a strategy that can help handle surprises and keep you financially secure. #retirementplanning #savingmoney #investing