KayDee Cole, CFP®’s Post

Crafting an estate plan for two? 💑Some important elements to consider include: 1️⃣ Wills & Trusts for clear asset distribution, 2️⃣ Power of Attorney for decision-making, 3️⃣ Healthcare Directives to guide medical choices, and 4️⃣ Updated beneficiary designations #HerPlanning #FinancialPlanning #EstatePlanning #Retirement #Relationships #LoveAndMoney

Trusts can be a game-changer in your Estate plan! ✅ Learn how revocable and irrevocable trusts can help you skip probate and help secure your family's future, by checking out the article below. 📖 https://lnkd.in/ek7txF5N #retirement #retirementplanning #trusts

Family court statistics show a significant 37% increase in LPA registrations. More people are becoming aware of the importance of having one or both LPAs. Have you written yours? Send me a DM to start today! #LPA #powerofattorney #retirement

The rise of the multi-retiree family and what it means for your finances! - By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today. - Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both inheritances and day to day expenditure. - Financial advice can help the whole family look forward to a retirement on their terms, and financial security that protects the welfare and wellbeing of each generation. You can read our article here - https://lnkd.in/eA2fMih9 #FinancialEducation #Retirement #localbusiness #norwich #norfolk

Family court statistics show a significant 37% increase in LPA registrations. More people are becoming aware of the importance of having one or both LPAs. Have you written yours? Send us a message to start today! #LPA #powerofattorney #retirement

What happens to assets from a couple when one spouse passes? Do you know how to use a special needs trust to ensure the surviving spouse still has access to Medicaid? Rajiv explains to a caller on the radio show how this might be a key part of their future. If you want to know more about this, join us at one of our live seminars! September 3rd - Bremerton September 5th - Federal Way September 7th - Lakewood You can register here: https://lnkd.in/eDTqqJks #RetirementPlanning #DreamRetirement #RetirementSeminar #FinancialPlanning #RetirementGoals #RetirementPreparation

What happens to assets from a couple when one spouse passes? Do you know how to use a special needs trust to ensure the surviving spouse still has access to Medicaid? Rajiv explains to a caller on the radio show how this might be a key part of their future. If you want to know more about this, join us at one of our live seminars! September 3rd - Bremerton September 5th - Federal Way September 7th - Lakewood You can register here: https://lnkd.in/eB8yZs-t #RetirementPlanning #DreamRetirement #RetirementSeminar #FinancialPlanning #RetirementGoals #RetirementPreparation

Should you retire in Indiana? 🤔 As close neighbors, we've helped many Indiana-based retirees craft personalized retirement plans tailored to their goals and the unique tax and estate planning laws in the state. 🏡 In our latest blog, we’re exploring the top 🔟most common financial planning questions we hear from the Hoosier state. Get started → https://lnkd.in/g6xD9Mqv #Indiana #RetirementPlanning

🚘 #FinancialDriven | 🎬 Sessions with Mark Huber, President, Thornwood Financial We believe in accountability for the financial advice we provide. Have you ever asked a CPA how to save on taxes and received the generic "open an IRA" response? At Thornwood Financial, we understand that each financial situation is unique and requires tailored solutions. Mark dives into the complexities of taxes in retirement and everyday life, explaining why traditional advice might be missing the mark. What are your thoughts on this topic? #ThornwoodFinancial #Thornwood #FinancialAdvisors #FinancialAdvisor #SolutionOriented #Chicago #Illinois #Huntley #Racine #SunCity #Retirement #RetirementPlanning #TaxTalk #FinancialInsights

Thinking about retiring in Texas? 🌟 Our latest article breaks down the pros and cons, from tax benefits and cost of living to healthcare and cultural offerings. 🏡 Whether you're drawn to vibrant cities like Austin or the charm of small towns like Fredericksburg, discover if Texas is the right place for your retirement! 🌞 https://lnkd.in/gVQG_dsA #IWS #InsightWealthStrategies #RetirementPlanning #TexasLiving #RetireInTexas