Lenox Advisors’ Post

Check out our partner Michael P. Connaughton, CFP®, CLU®, ChFC®'s discussion on this week's episode of the Financial Planning Association of New England's #WickedPissahPodcast!

Why Are Client Testimonials So Powerful? At first, you tell people what you do, then they tell others. Soon, word of mouth spreads like wildfire. Testimonials are powerful, and I am grateful for every single one. Dr. Seme, an incoming GP partner, recently shared his positive experience with Moneywise Doctor, highlighting the impact of personalised financial insights on achieving clarity for his financial wellness. Testimonials are so valuable for: → Building Trust: Testimonials from clients like Dr. Seme build trust and validate the effectiveness of our service. → Service Insight: They offer a real glimpse into the practical benefits of personalized financial advice. → Inspiration: Stories like Dr. Seme's inspire others to take control of their financial futures. Dr. Seme's testimonial underscores how high-quality, correct guidance on taxes, pensions, income maximization, and expense management can significantly improve financial health. I'm incredibly grateful for the trust and support of our community. Curious about what others are saying? Check out our Wall of Love here for more inspiring testimonials. Here: https://lnkd.in/ghGmmHkj #FinancialWellness #NHSDoctor #NHSGP #generalpractice #PersonalFinance #gppartnership

We are excited to share the big news, PCS’s own Chad Azara, AIF, MBA and Patrick Gano, AIF® were voted into the NAPA top 100 Advisor Allies for 2024. Congratulations to Chad and Patrick for making it onto this year’s list! Read the press release here: https://lnkd.in/e-xV7mHt #financialadvisors #financialservices

However, as Jorey Bernstein Bernstein, Executive Director, Wealth Manager, and Founder, Jorey Bernstein Private Wealth Management says, at some point you may want to stop, “For affluent clients, retirement accounts can provide significant tax advantages, but there are limits to consider. Generally, we recommend maxing out available contributions each year to take full advantage of tax-deferred growth. However, there can be a point where lack of access and estate planning concerns outweigh the incremental tax benefit. “Once total retirement assets approach $10-15 million for a married couple, the additional tax deferral may not justify tying up more funds with retirement account restrictions and RMDs. At that level of wealth, having too much in tax-deferred accounts can create over-concentration risk, liquidity issues when needing funds before age 59.5, and potentially higher taxes in retirement due to RMDs. “The ideal balance allows using the annual contribution limits while maintaining diversification across taxable, tax-deferred, and tax-free investments based on the client’s overall net worth, age, income needs, and legacy goals.” Wealthtender Opher Ganel Brian Thorp

When it comes to financial health, we're the experts. Our team comes from a diverse educational background, with many different types of certifications including CFP's, CHFC's, CLU's, RICP's, and more. If you're interested in speaking to one of our financial advisors, reach out today! https://bit.ly/48wBbCv #trajanwealth #fiduciaryadvisors #wealthmanagement #retirementplanning #willplanning #financialwealth

In honor of President’s Day, let’s take a moment to reflect on the wisdom of our forefathers. If the American Dream is about making something of ourselves and living financially healthy lives, then it seems reasonable to say that a stress free retirement is that dream coming to fruition. We all want to retire comfortably one day, and many Americans actually have the power to make it happen if they set clear saving and investing goals – and work hard to meet them. This President’s Day, we could all afford to take a cue from America’s leaders and founding fathers: “There is no dignity quite so impressive, and no independence quite so important, as living within your means,” Calvin Coolidge, 30th U.S. president. “Things do not happen. Things are made to happen,” John F. Kennedy, 35th U.S. president. “Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish,” John Quincy Adams, 6th U.S. president. You are in control of your own destiny. Take inspiration from the wisdom of former American leaders and use it to prepare your financial future. By making a few sacrifices today to pay off your high-interest loans and make saving and investing a part of your budget, you’ll move the needle toward achieving financial health and fulfilling the American Dream.

⚾️With Truist Park, home of the Atlanta Braves, just across the highway, it’s no surprise America’s favorite pastime often inspires our financial planning analogies. Like rounding bases, your financial game involves careful planning and preparation, from building wealth to retirement. There may also be some curveballs along the way but we’re here to coach you through every play. Read Vice President of Sales Larry Mendel’s latest blog post for tips on staying ahead of the game: https://lnkd.in/eQ6k7h8k #MONTAG #FinancialPlanning #AtlantaBraves #Atlanta #FinancialTips

In honor of President's Day, let's take a moment to reflect on the wisdom of our forefathers. If the American Dream is about making something of ourselves and living financially healthy lives, then it seems reasonable to say that a stress-free retirement is that dream coming to fruition. We all want to retire comfortably one day, and many Americans actually have the power to make it happen if they set clear saving and investing goals – and work hard to meet them. This President's Day, we could all afford to take a cue from America's leaders and founding fathers: "There is no dignity quite so impressive, and no independence quite so important, as living within your means," Calvin Coolidge, 30th U.S. president. "Things do not happen. Things are made to happen," John F. Kennedy, 35th U.S. president. "Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish," John Quincy Adams, 6th U.S. president. You are in control of your own destiny. Take inspiration from the wisdom of former American leaders and use it to prepare your financial future. By making a few sacrifices today to pay off your high-interest loans and make saving and investing a part of your budget, you'll move the needle toward achieving financial health and fulfilling the American Dream.

Congratulations on reaching this significant milestone! It’s clear that Johnson Wealth Advisors values its clients and community, and is dedicated to helping them achieve their financial goals. Here’s to many more successful years! 🎉 #RetirementGoals #InsurancePlanning #FinancialFreedom #RetirementSolutions #SmartInvesting #WealthPreservation #LifeInsurance #CollegePlanning

This heartwarming story about the “Cookie Fairy” truly exemplifies the special bond between our office and our clients. Nicknamed the “Cookie Fairy”, this delightful individual brings more than just cookies to our workplace—she brings sweetness, thoughtfulness, and a sense of community. The tradition - started many years ago - of sharing homemade cookies with their Advisor and our Staff when visiting for financial reviews is a testament to the personal touch we provide to our clients. These were freshly baked this morning, by the way! Our team of seven seasoned Financial Advisors, all Certified Financial Planners (CFPs), brings decades of collective experience to the table. They have weathered market storms, guided clients not only through life’s financial milestones but many major life events and built lasting relationships with our clients. Their mission? To empower high net-worth individuals and families navigate their financial journey with confidence and live with intention. Our Greensboro Office helps clients all over the United States prepare for retirement through sound financial planning and investments strategies during the accumulation years, guides them when embarking into their second chapter of life, and stands by their side during the golden years. As true Servant Leaders, our Advisors’ passion lies in seeing their clients live out their hopes and dreams. This is just one of the many examples of our incredible connection with our clients! In a world where transactions can feel impersonal, it’s refreshing to see such a genuine connection. The “Cookie Fairy” embodies the spirit of kindness and generosity, turning routine meetings into memorable moments. That’s truly humbling! Financial Planning is personal, and we get it. #financialplanning #retirementplanning #goldenyears #accumulationyears #bestclients #wealthmanagers #wealthmanagement #privatewealth #grateful #CFPpro