Summit Legacy Law’s Post

Tiny Pup Rescued From Puppy Mill Is Introduced To A New Friend To Start His New Life Ruggles the tiny Shih-Tzu puppy was rescued from a puppy mill and then introduced to a new friend to signal a brand new beginning!😊 The post Tiny Pup Rescued From Puppy Mill Is Introduced To A New Friend To Start His New Life appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/dKBXfKJ5

Do you want to avoid regrets in retirement? Wes B recently shared his story about entering retirement without financial advice and the regrets he now has. Here are six reasons why he believes a financial advisor could have made a huge difference in his retirement: -Living Longer Than Expected: Retirement can last longer than anticipated. A financial advisor can help your money grow during this period to ensure you meet your wants and needs. -Unexpected Healthcare Costs: Healthcare can be expensive, and Wes realized this too late. Financial advice might have helped him set aside money to cover unexpected medical bills. -Higher-Than-Expected Taxes: Taxes don’t go away when you retire. A financial advisor could have helped Wes manage taxes more effectively. -Lack of Diversification: Wes invested only in what he knew. A financial advisor could have helped him diversify his portfolio and manage risk to reach his retirement goals. -Inflation: Inflation caught Wes by surprise. A good financial advisor could have incorporated inflation into his retirement plan. -Missed Investment Opportunities: The investing world has changed significantly since Wes started saving for retirement, and he missed out on new opportunities. He wonders if a financial advisor could have guided him in this area. Don't face the same challenges Wes did in retirement. Contact us to learn how we can help you achieve a comfortable, organised retirement. Avoid Wes's regrets—plan ahead with us. #invaluableadvice source: https://lnkd.in/ehAYticJ

‘Fighting’ Dogs Told To Stay And Be Gentle As Tiny Kitten’s Placed Between Them Sold as "fighting dogs," two Pit Bulls are tested when a new kitten comes home. The post ‘Fighting’ Dogs Told To Stay And Be Gentle As Tiny Kitten’s Placed Between Them appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/gF5Uaedd

It's Monday and newsletter time! A horrible conversation with my financial advisor a year ago brought me to this point. How are you doing on your retirement plan? Can you relate? Let me know. #lifewidelearning #theantiretirementplan #scrapthescript https://lnkd.in/e8jJMpka

Retirement pitfalls to be aware of along your financial journey to retire comfortably. #retirementplan #retirementplanning #401kplan #livewell #retirecomfortably

Dream about retirement but don’t know when or where to start? Check out these 8 essential steps to consider long before you retire: 1) Dream Big: Come to understand your desires and dreams to determine what you'd like your retirement to look like. Define your retirement goals and aspirations. Visualize your future and discuss with your financial advisor. 2) Evaluate Assets: Assess your savings, investments, pensions, and Social Security benefits. Ensure you're on track or make necessary adjustments. 3) Social Security Plan: Strategize when to claim Social Security benefits based on your health, employment status, and longevity. 4) Prepare a Budget: Plan for the different phases of retirement - the go-go years, slow-go years, and no-go years. Budget accordingly for each phase. 5) Review Insurance: Reassess life insurance and disability coverage to protect your family's financial future. 6) Maximize Tax Diversification: Diversify your assets across tax buckets to minimize tax impact in retirement. Consider Roth IRAs and annuities. 7) Get Your Paperwork in Order: Ensure your legal documents and beneficiaries are up-to-date to reflect your wishes. 8) Legacy Planning: Consider how you want to leave your legacy, whether for family or charitable causes. #retirementplanning #financialplanning Want to Discuss and put these steps into action, visit https://bit.ly/44EIZ4w to schedule your meeting today! Visit Thrivent.com/social for important disclosures https://bit.ly/3wx7bcc

How to Help a Dachshund Lose Weight Dachshunds, also affectionately known as ‘wiener dogs’, are a breed well-loved for their unique appearance and lively personality. However, due to their long spine and short legs, maintaining an ideal weight is crucial for their health. Overweight Dachshunds are at a higher risk of developing back problems, such as intervertebral disc disease (IVDD), alongside other health issues like diabetes and heart disease. Therefore, Dachshund owners need to keep a watchful eye on their pet’s weight and take steps to manage ... Read more The post How to Help a Dachshund Lose Weight appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/gurTXFWv

Lady Vowed His Sad-Eyed Days Among The Trash Were Over He cried as each person passed by but no one would help him. Then she walked over, bent down, and promised him that his sad days were over. The post Lady Vowed His Sad-Eyed Days Among The Trash Were Over appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/gihaYZ2w

Planning for retirement can feel overwhelming, but it doesn’t have to be!🔑 This insightful article, provides 5 essential steps to help you prepare for a secure and worry-free retirement. Whether it's understanding your finances, determining the right time to start Social Security, or planning for the unexpected, this guide covers it all. Read more in the link! #RetirementPlanning #FinancialSecurity #RetireWithConfidence #PersonalFinance #SocialSecurity #RetirementGoals

Blind Pit Bull Ached To Be Saved But No One Showed And Then She Heard A Woman She curled up in a ball to keep warm and waited for her angels to come. The post Blind Pit Bull Ached To Be Saved But No One Showed And Then She Heard A Woman appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/gBKsaXNX