2nd Story Wealth Planners’ Post

Hey Ladies, Let’s Talk About Retirement Planning! Did you know we face some unique challenges when it comes to saving for retirement? Check this out: Only 22% of us have $100,000 or more saved for retirement, while 30% of men have hit that mark. Plus, 50% of us have no retirement savings at all (Annuity.org) (Fidelity). Why This Matters: 🔹 Living Longer: We typically outlive men, so we need more savings to cover those extra years. 🔹 Pay Gap Struggles: Earning less over a lifetime means we end up with lower retirement savings and Social Security benefits. 🔹 Family First: We’re more likely to take time off to care for family, which can hit our savings hard. How I’ve Got Your Back: Book an initial consultation with one of our financial pros today to craft a personalized retirement plan. Let’s make sure you’re on track to crush those financial goals! 👉 Book Your Consultation Now 👈 Don’t wait until it’s too late. Let’s secure your future together!

Why retirement planning is important: 💰 Financial Security: Retirement planning ensures you have enough savings and investments to maintain your desired lifestyle after retirement. 🧍🏼♂️Independence: It allows you to maintain your independence and not rely solely on government or family support. 🩺 Healthcare Costs: With rising healthcare costs, having a retirement plan in place can help cover medical expenses during retirement. 📈Inflation: Planning helps account for inflation and ensures your savings will be sufficient to meet future needs. 🪷 Peace of Mind: Knowing you have a plan in place can reduce stress and provide peace of mind about your financial future. Plan for tomorrow, today! The Shepherd Group can help you create a personalized plan that sets you up for success. Contact us to start planning your future. #RetirementPlanning #FinancialSuccess #TheShepherdGroup #PlanForTheFuture #FuturePlan #FinancialPlan #FinancialServices #InsuranceSolutions #RetirementSolutions

Are you 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? 🌅 Whether you're nearing retirement or have already begun, 𝗲𝗻𝘀𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝗹𝗮𝘀𝘁𝘀 𝗮𝘀 𝗹𝗼𝗻𝗴 𝗮𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗶𝘁 is crucial. ❓ Do you have a plan in place to cover 𝗹𝗶𝘃𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀, 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝘀𝘁𝘀, 𝗮𝗻𝗱 𝘂𝗻𝗳𝗼𝗿𝗲𝘀𝗲𝗲𝗻 𝗲𝘃𝗲𝗻𝘁𝘀? ❓ Are your investments aligned with your retirement goals? Moriarty Financial Services helps individuals navigate retirement planning. See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to watch more insightful videos featuring our founder 𝗣𝗮𝘁𝗿𝗶𝗰𝗸 𝗠𝗼𝗿𝗶𝗮𝗿𝘁𝘆, where we cover essential topics to help you prepare for your future. Ready to take the next step? 𝗖𝗮𝗹𝗹 𝗼𝘂𝗿 𝗼𝗳𝗳𝗶𝗰𝗲 𝘁𝗼𝗱𝗮𝘆 𝗮𝘁 𝟯𝟬𝟭-𝟱𝟮𝟯-𝟯𝟭𝟰𝟳 for a custom retirement review and let’s start planning for your dreams together. 📞 #financialservices #retirementplanning #taxes

As you approach retirement, are you ready for how complex your financial decisions will become? Leading up to retirement, financial decisions are relatively simple. You decide how much you can save, what type of account to save it in, and how to invest within that account. Retirement savings tax decisions are also fairly simple – will you save in an account that provides a tax deduction (like a 401k) or one that does not? Once you actually retire and need to use your savings, things will get much more complex. You’ll now have to make decisions about which type of account you want to withdraw from; which assets within each account to sell or use for your spending; how each withdrawal decision will impact your taxes; and how withdrawal decisions in retirement can impact the other areas of your financial picture. I’ve found that even people who are fairly good with their money still need help and guidance to make the best decisions once they enter retirement. What questions cause you the most concern when thinking about retirement? Hi, I'm David! Are you a corporate manager or director in your 50's/60's and thinking about retirement? Follow David Edmisten, CFP® and visit my website for retirement planning tips to help you retire confidently!

Retirement is something that individuals at every stage of life can—and should—plan for. Doing so can help you ensure you meet your retirement goals on time and enjoy a fruitful, relaxing retirement at the end of your working years. In this article, we’ve compiled a list of some steps you can take to plan for the ideal retirement, regardless of what life stage you’re in: https://lnkd.in/dMQdUapf

Retirement plan benefits ..! Are you ready to secure your financial future? In this video, we dive deep into the ULTIMATE Retirement Plan Strategy that you NEED to know about to retire rich! Discover essential tips and actionable steps to create a robust retirement plan that aligns with your goals. We'll cover various retirement plan options, including 401(k)s, IRAs, and other investment strategies that can help maximize your savings. Learn how to calculate your retirement needs, the importance of diversifying your investments, and the impact of taxes on your retirement income. Whether you're just starting to plan for retirement or are nearing retirement age, this video has something for everyone. Don't miss out on the opportunity to build a secure and wealthy retirement! . . . . . . #RetirementPlanning #FinancialFreedom #WealthBuilding #RetireRich #InvestmentStrategies #SavingsPlan #FinancialLiteracy #RetirementSavings #SecureYourFuture #ankithajo #finbizztelugu #MoneyManagement#

Are you 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? 🌅 Whether you're nearing retirement or have already begun, 𝗲𝗻𝘀𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝗹𝗮𝘀𝘁𝘀 𝗮𝘀 𝗹𝗼𝗻𝗴 𝗮𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗶𝘁 is crucial. ❓ Do you have a plan in place to cover 𝗹𝗶𝘃𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀, 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝘀𝘁𝘀, 𝗮𝗻𝗱 𝘂𝗻𝗳𝗼𝗿𝗲𝘀𝗲𝗲𝗻 𝗲𝘃𝗲𝗻𝘁𝘀? ❓ Are your investments aligned with your retirement goals? Moriarty Financial Services helps individuals navigate retirement planning. See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to watch more insightful videos featuring our founder 𝗣𝗮𝘁𝗿𝗶𝗰𝗸 𝗠𝗼𝗿𝗶𝗮𝗿𝘁𝘆, where we cover essential topics to help you prepare for your future. Ready to take the next step? 𝗖𝗮𝗹𝗹 𝗼𝘂𝗿 𝗼𝗳𝗳𝗶𝗰𝗲 𝘁𝗼𝗱𝗮𝘆 𝗮𝘁 𝟯𝟬𝟭-𝟱𝟮𝟯-𝟯𝟭𝟰𝟳 for a custom retirement review and let’s start planning for your dreams together. 📞 #financialservices #retirementplanning #taxes

🌟 Assessing your preparedness for life after work. Are you on track for a comfortable retirement? Let's talk about assessing your retirement readiness and making adjustments to ensure a financially secure future. 💰 From evaluating your savings and investments to considering potential sources of income, there are many factors to consider when planning for retirement. But fear not! With careful planning and strategic adjustments, we can build a roadmap to help you achieve your retirement goals with confidence. 🗺️💪 Let's start the conversation today! Click this link to learn more. #RetirementReadiness #FinancialSecurity https://lnkd.in/gk8EEjU5

Planning for Retirement: Think in Weeks, Not Years! In Daniel Lattimer's latest article, he breaks down how thinking of life expectancy in weeks can give you a sharper view of retirement planning. Whether you’re 35, 45, or 55, every week counts! Here's how to strategize based on your age: 🔹 At 35: 1,560 weeks left to save—invest aggressively and maximize retirement accounts. 🔹 At 45: 1,040 weeks left—focus on boosting contributions and managing risk. 🔹 At 55: 520 weeks left—plan for capital preservation and income distribution. Read the full article! #RetirementPlanning #FinancialStrategy #Investing