Edelman Financial Engines’ Post

Discover how understanding your retirement score can help you secure the fulfilling future you want! By clicking the link below, you can join the next live webinar, gain clarity AND actionable steps to be able to achieve those goals you have for your retirement: https://loom.ly/okE7GWY #RetirementScore #RetirementPlanning #RetirementGoals #FinancialPlanning #WealthPlanning

The crucial role of time in financial planning cannot be denied. ⏳ As a financial advisor, I've consistently stressed the importance of adopting a long-term perspective, even when clients questioned the relevance of projecting 30 years into the future as they approached retirement age. 📈 Retirement marks a significant milestone rather than the final destination in one's financial journey. 💼 Planning for financial security extends well beyond retirement age, and for many individuals, a 35-year projection merely scratches the surface of what lies ahead. 🌱 Although it might appear as a substantial timeframe, it's vital to acknowledge that, for most people, the financial landscape stretches far beyond. 🌟 Let's expand our outlook and prepare for the decades ahead! 💡 #LongTermPlanning #FinancialFuture #TimeIsKey #Rent #PersonalFinance #Homeownership #RealEstate

Have you started planning for retirement? Learn more about financial literacy this month from our Senior Financial Advisor, Abrin Berkemeyer, CFP®, AIF®, CLTC®!

The Financial Advisors' Blind Spot 💡 Illuminating the Path Less Travelled by Financial Advisors 💡 A startling reality: Most financial advisors are either unaware of Tax-Free Retirement Accounts (TFRAs) or choose not to recommend them, adhering instead to the products their companies promote. This oversight leaves countless Americans in the dark about a vehicle that offers unparalleled financial benefits, including: Tax-free growth Unlimited contributions Non-reportable income Guaranteed interest rates Unfettered liquidity With less than 0.07% of Americans leveraging TFRAs, there's a significant opportunity for financial professionals to lead the charge in educating and empowering their clients towards more innovative and effective retirement strategies. Let's challenge the status quo and pave the way for informed, strategic financial planning that truly meets the needs of today's savers and tomorrow's retirees. 🌐 #FinancialInnovation #AdvisoryExcellence #TFRAAwareness

People 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝘀𝗸𝗲𝗽𝘁𝗶𝗰𝗮𝗹 when searching for financial advice. Not being scrupulous when it comes to your 𝗵𝗮𝗿𝗱-𝗲𝗮𝗿𝗻𝗲𝗱 𝗱𝗼𝗹𝗹𝗮𝗿𝘀 would be downright negligence! 🔍 One big factor that gives folks pause when working with a financial professional is 𝘁𝗿𝘂𝘀𝘁, 𝗼𝗿 𝗹𝗮𝗰𝗸 𝘁𝗵𝗲𝗿𝗲𝗼𝗳. To battle back against this notion, we make it a priority here at Guardian Investment Advisors to keep everything 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁 𝗮𝗻𝗱 𝗮𝘀 𝗲𝗮𝘀𝘆 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 as possible for our clients. When people leave our offices, they do so with certain assurances about what they can expect out of their partnership with their advisor. To find out more about our retirement planning process, see my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to get in touch! 👋 #retirementplanning #financialadvisor #adviceyoucantrust

Are you prepared for a successful retirement that could last north of 30+ years? Forbes Advisor published an article with some of my ideas about how to plan for a longer retirement. Check it out and let me know what you think... https://lnkd.in/eJBDFMEH

Whether you want to learn about financial planning and retirement fundamentals or read the latest industry news, our Recommended by GR Jones feed is curated to highlight topics that matter. https://lnkd.in/enHuYzCb

Planning for a retirement that's as comfortable as your favorite chair? 🪑 Let our expert accounting services pave the way to financial tranquility. Secure your future with smart financial strategies📈💼 #RetirementPlanning #FinancialSecurity