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Great article worth the read. If you are looking at your retirement and don’t have a plan in place, reach out let’s talk and let’s put a plan in place!

It’s Financial Freedom Day! Let’s discuss YOUR plan for retirement. Together we can discuss your retirement lifestyle desires, when you might be able to retire, and how you will generate monthly income from your accumulated assets once you’re no longer receiving a paycheck. Let’s work towards financial freedom together. Call Simon & Simon Financial at 985-900-2510. This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. This site contains links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Retirement planning gets real after age 50. People realize they no longer have the luxury of time to make up for financial mistakes. Making smart money moves in your 50s to achieve financial independence is essential. Read the full article here: https://lnkd.in/g78Y6GsR

Next, you begin to accumulate savings for financial goals—like retirement, education or a large purchase like a trip, a wedding or second home. #EstatePlanning #YourLegacy #ThriventFinancial See thrivent.com/social for important disclosures.

Next, you begin to accumulate savings for financial goals—like retirement, education or a large purchase like a trip, a wedding or second home. #EstatePlanning #YourLegacy #ThriventFinancial See thrivent.com/social for important disclosures.

WEALTH WISDOM Unlike other financial goals, we can't borrow money for retirement. This scarcity principle reminds us of the urgency to save for retirement. It stresses the need for proactive steps in long-term financial planning and preparedness. #DontRetireRich #WealthOfWisdom

New year, new financial goals! Make 2024 the year you prioritize your financial well-being with these resolutions: 1️⃣ Take a Financial Inventory: As time goes on and life events happen, it’s not always top of mind to update your finances to account for them. The new year is an ideal time to consider what’s changed in the last 12 months and adjust your financial priorities. 2️⃣ Talk to Your Family About Financial Literacy: Discussing money at the dinner table might feel uncomfortable, but it’s important to incorporate financial topics into everyday interactions with your loved ones. 3️⃣ Check on Your Retirement Progress: No matter your stage in life, retirement planning is crucial. Review your progress, adjust contributions, and keep your documents updated to ensure a secure financial future. Got questions about your retirement? Learn how USB can help: https://buff.ly/48JXdSi #usb #localbank #financialgoals #NewYearNewFinance #SmartMoneyMoves

In retirement, it's not just about the savings you've amassed. 🙅♀️ Your standard of living is determined by the 𝘀𝘁𝗲𝗮𝗱𝘆 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗶𝗻𝗰𝗼𝗺𝗲 you're able to create! The assurance of a reliable income stream provides comfort, which is especially crucial for women who often outlive their male counterparts. As we navigate the intricacies of financial planning, let's spotlight 𝘁𝗵𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗶𝗻𝗰𝗼𝗺𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗵𝗮𝘁 𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗲𝘀𝘁 𝗼𝗳 𝘁𝗶𝗺𝗲. Your financial security in retirement hinges on the consistent, dependable income that ensures you won't outlive your resources. 💵 📬 See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼, and let's begin the journey towards financial peace of mind! While you're there, continue to our 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝗖𝗵𝗮𝗻𝗻𝗲𝗹, where you can find more episodes of 𝙏𝙝𝙚 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙚𝙙 𝙒𝙤𝙢𝙖𝙣! 📺 #accomplishedwomen #retirement #financialplanning

Happy Social Security Month! 🎉 As we continue to celebrate, here's another valuable tip to enhance your financial planning journey: Tip 2: Estimate Your Benefits Estimating your Social Security benefits is crucial for understanding your retirement income. Utilize online calculators or seek guidance from a financial advisor to project your expected benefits based on your earnings history and retirement age. Empower yourself with insights to pave the way for a secure financial future! As always, contact OWG for expert advice with any of your financial questions. We are here for you! #SocialSecurityMonth #SocialSecurityBenefits #SocialSecurity #FinancialPlanning

More than 150 000 applications totaling R4 billion in just 10 days? The new two pot system is making waves. But let’s ask the real question, is it truly beneficial to dip into retirement savings early? Taking from your future self to solve today's problems might feel good now, but what’s the long term cost? The price could be a weaker financial future. Access to the savings pot is tempting, but discipline is what builds true wealth. Think carefully before you touch your retirement money. Visit Fairbairn Cafe to Secure Your Financial Future. #fairbairncafe #actionableadvice #financialeducation #community #financialempowerment #financialwellbeing