John G. Ullman & Associates, Inc.’s Post

We've just finished updating our retirement guide and it contains plenty of useful information. Whether your retirement is imminent or you are looking at a more long term approach then there will be something in there to help you. You can download it here - https://lnkd.in/exdVpU8H If you have specific questions that aren't answered then reach out and I will be happy to discuss them with you. Henderson Loggie Financial Planning Susan Pringle Ricky Clark Jonathan McDowall Heather Wade DAVID LEGGE #retirement #financialplanning

Financial wellness is a life-long journey. Read our latest article for suggested metrics you can use to assess your financial health for retirement: https://hubs.ly/Q02flX680 #FinancialWellness #Retirement

Spending in retirement isn’t static. It’s U-shaped, with more spending at the start and end. Your financial strategy can reflect this. Looking for a Financial Advisor or Financial Planner to work with? Email mlallathin@centrustwealth.com?utm_source=linkedin or call our office at 330-873-1100 to schedule your complementary initial meeting today! #retirement #moneymanagement #financialguidance #retirementgoals

Retirement is not a steady state…it’s an entire stage of life. And your financial needs will change over time. For example, there is usually a spike in spending in the early years as you may be investing in a car to last you through retirement, finally remodeling the kitchen or taking that European vacation you’ve always dreamed about. Spending tends to settle down after some early activity, before rising again in the later years due to healthcare expenses. Master Your Retirement - Register for our upcoming Lunch and Learn: https://ow.ly/QOlL50Qvjqo #sergiuhirtescuigwealth, #financialliteracy #retirement

Contact me today to get started on a successful financial future! Planning for today, tomorrow, and into retirement to meet your financial goals one step at a time. https://lnkd.in/gnV5ns6T #FinancialPlanning #Retirement #FinancialGoals

Spending in retirement isn’t static. It’s U-shaped, with more spending at the start and end. Your financial strategy can reflect this. Looking for a Financial Advisor or Financial Planner to work with? Email mlallathin@centrustwealth.com?utm_source=linkedin or call our office at 330-873-1100 to schedule your complementary initial meeting today! #retirement #moneymanagement #financialguidance #retirementgoals

We're dedicated to helping tailor financial solutions for every client. 🤝 Whether you're just starting or nearing retirement, we'll take the time to try to understand your goals. With this knowledge, we'll craft a personalized financial plan to help turn your retirement dreams into reality! https://lnkd.in/gNivw8kF #RetirementPlanning #retirement #financialplanning

Offering retirement plans is a great start, but are your employees getting the most out of them? Many workers need help understanding how retirement plans work, what they mean for their financial future, or how to maximize them. Consider bringing in advisors to discuss retirement and financial wellness topics like emergency savings, investing basics, and managing debt. Also, keep employees informed about plan changes and new laws that impact retirement savings. #FinancialWellness #Retirement #401K #Communication https://lnkd.in/enFjfRJ2

With Americans living longer than ever, planning for retirement goes beyond savings—it’s about preparing for the unexpected. One the most major expense’s that many overlook is long-term care. Read the report below to help you understand the importance of factoring this into your financial plan. https://lnkd.in/eecSUvvF #financialliteracy #retirement #financialeducation

Elevate your retirement journey! Discover exclusive financial tips and insights in our Financial Trends Newsletter! Visit the link below to subscribe. https://lnkd.in/dw-QDHXh #HeartlandBank #Retirement