Guerra Wealth Advisors’ Post

Discover the joy of volunteering in retirement and how it can bring fulfillment. Plan for financial security with Income For Life | We Help You STAY Retired. 💙👐 #retirementplanning

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it. #FinancialAdvisor #FemaleAdvisor #Philadelphia #Fishtown

Earlier today I posted the link to a retirement article/checklist written by two of my colleagues. And then Tara and Glen, two friends, sent me a New York Times article titled "What Does Retirement Really Mean?" It contains multiple stories and examples of retirement that are really quite good. Obviously, retirement is one of the many things we help our clients prepare for so if you read this and have questions, please contact us. And if you would like to include your own retirement story, please send it to me or respond with your comment to this post. Tara and Glen, Thank you for sharing this article! https://lnkd.in/eNfNXuqB

I read this fantastic thought provoking article on retirement and how retirees have approached their own retirements. It showcases real retirees and their thoughts, feelings and how they have handled the transition to retirement. Very heart warming and an insight into what we will all face in different forms, when we push that big R button! As advisers we see this with clients and appreciate their fears, their opportunities, and their excitement at pursuing new hobbies & interests. Investment into assets may underpin how we get you there, but these rich, engaging and holistic conversations is what we live for! Link is below, and you can sign up for a free 7-day trial to read. https://lnkd.in/gDi_eDwU

This story from The New York Times highlights one of our core beliefs about retirement – that it looks different for everyone. No matter what kind of retirement your clients have in mind, make sure they are financially prepared for life’s next chapter. Read these insightful stories and start thinking about how protected income can meet your clients’ diverse retirement needs today: https://lnkd.in/ehufmRDd

Our real social security is not an income stream provided by the government, but by our social relationships – our friends. Are you planning for your social well-being in retirement? Let’s connect to discuss how to prepare for the challenges that older age may bring. #FinancialAdvisor #FemaleAdvisor #Philadelphia #Fishtown

Missed our latest article on securing a comfortable retirement? 💖 Here’s another opportunity to catch up. We dive deep into why thorough preparation for retirement is crucial, and how steps like estate planning ensure your well-being and financial security for the future. See what we mean by reading the blog today! 📜 Check it out! ▶️ https://lnkd.in/gCaR3QKs #debbiebabblaw #estateplan #assetprotection #wealthprotection #wealthbuilding #trustsandwills #losangelesestateplan #CAestateplanningattorney #losangelesattorney #familybusiness #smallbusiness #family #familylegacy #personalfamilylawyer #personalfamilylawyerCA #losangelespersonalfamilylawyer #generationalwealth #multigenerationlawyer #peaceofmind #adulting #specialneedsplanning #specialneedstrust #specialneedsadvocate #parenting #familylegacy #guardian #businessplanning #avoidprobate #losangelesmom #CAmom

Super useful day spent at the ARCO (Associated Retirement Community Operators) conference with the super talented Chelsea Knowles DipPFS . We know we can add massive value in the retirement village space and hope the connections we made will see the benefits. #independentfinancialadvice #laterlife #IntegratedRetirementCommunity #IRC #RetirementCommunity #RetirementLiving #Housing #HousingSector #RetirementSector #SeniorLiving

What an inspiring first day at the ARCO (Associated Retirement Community Operators) Annual Conference ‘What Next 2024?’. Thank you to all the speakers of the day, and ARCO for organising. I’m sure day two will be just as insightful. #ARCO #WhatNext2024 #IntergratedRetirementCommunities #IntergenerationalCommunities #LaterLiving #ExtraCare #SeniorLiving #RetirementHousing #IntergenerationalLiving #Arcadis