Mike Pettit’s Post

By 2034, more than one million families will include at least two retired generations – an increase of 32% on today. Take a look at the 5 key questions to ask if you're a multi-retiree family: https://bit.ly/4blZXq5 #IntergenerationalWealth #Retiree #RetirementPlanning

🏖️ Planning for retirement? Discover the top 5 states to retire in for 2024! 🌟 Florida, Pennsylvania, Arizona, South Carolina, and Utah offer unique benefits for retirees. From Florida's sunny beaches and no state income tax to Pennsylvania's rich cultural scene and retiree-friendly tax policies, these states have something for everyone. Arizona and South Carolina provide great climates and affordable living, while Utah boasts excellent healthcare and outdoor recreation. Where would you settle down in 2024? Let me know in the comments! #retirementgoals #floridaliving #arizonasunset #RetirementPlanning #realestateadvice

Preparing for aged care for themselves or a loved one can be a difficult and stressful task, but with the help of an expertly qualified aged care advisor, clients don’t have to face it alone. We’re here to help you provide the right advice, when your clients need it most. #agedcareadvice #agedcare #financialadvice #financialadvisors #financialplanning #retirement

You’re retired—now what? This newfound freedom offers an opportunity to slow down, explore interests, and connect with community. Learn the fascinating ways retirees spend their days and how to make the most of this chapter: https://bit.ly/3z1mMlP  #retirementlife

Did you know that estate planning laws vary depending on which state you live (and die) in? For example, Oregon doesn’t tax estates unless they’re valued at $1 million or more. 💰Oregon also generally doesn’t allow licensed funeral services practitioners to act as executors of your will. Learn more about Oregon’s estate planning laws in our latest blog → https://bit.ly/3SWceM0 #Oregon #Retirement #EstatePlanning

It is Thoughtful Thursday. Take five minutes out of your day to check on someone you know. You can text, call, stop by, etc. and it might just be the boost that person needs. One of the best parts of being almost completely retired is the time you have for yourself and for others. In the fast-paced world it is often hard to remember that we must make time for what is important to use. #ThoughtfulThursday #RetirementLiving #RetirementLife #KindnessMatters

Good Morning LinkedIn! Retiring with a million bucks sounds like a dream come true, but is it enough? It might not be without proper planning. With rising inflation and healthcare costs, you may outlive your retirement funds. That's why it's crucial to plan and avoid common mistakes. Check out the post shared by Kim & Co. Agency to learn about solid mistakes to avoid when planning for retirement. Don't let the fear of running out of funds spoil your golden years. #retirementplanning #kimcoagency #medicareinsurance #financialfreedom #financialadvisor

Retiring Soon? Why Moving Might Be the Perfect Next Step Read more on today's blog at https://ow.ly/mQrs50Qm9RM #RoseAnneEricksonRealty #RetirementGoals #RetirementPlanning #RetirementLiving

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

I absolutely love that I work at a company that gives back to our military community! 🙌🏻 We often put together virtual seminars that provide fantastic information on how to prepare for your financial future. We have our next retirement series coming up and all are welcome to attend! Register below! 👍🏻 -Tuesday, May 21: Legacy planning @ 6:00pm pst -Thursday, May 23: Social Security and Medicare @ 6:00pm pst -Tuesday, June 4: Retirement Planning Strategies @ 6:00pm pst -Tuesday, June 11: Long-Term Care @ 6:00pm pst Click on the link to register for the event: 👉🏻 https://bit.ly/3wtp8Zs 👈🏻 First Command does not provide legal or tax advice, and this presentation does not contain any legal or tax advice. Should you require legal or tax advice specific to your situation, you should consult with an attorney or qualified tax advisor. The information provided to you herein is provided for informational purposes only, is not intended to be tax or legal advice, and should not be used for the purpose of avoiding tax-related penalties under the Internal Revenue Code.