NFP, an Aon company’s Post

A story about a fellow financial planner who learned a lesson the hard way. "I now know that money is only part of the equation to a successful transition to retirement," Hixon said. "Meaning and purpose and legacy, they all carry equal weight in the transition to what's next. I discovered the hard way that it's not nearly as important to define what you're retiring from, it's critical that the pre-retiree do the hard work of defining who they are apart from their career…and discover what they're retiring to." https://lnkd.in/ggXw5xej #christianliving #wealthmanagement #financialstewardship

A story about a fellow financial planner who learned a lesson the hard way. "I now know that money is only part of the equation to a successful transition to retirement," Hixon said. "Meaning and purpose and legacy, they all carry equal weight in the transition to what's next. I discovered the hard way that it's not nearly as important to define what you're retiring from, it's critical that the pre-retiree do the hard work of defining who they are apart from their career…and discover what they're retiring to." https://lnkd.in/g_WDd4Yk #christianliving #wealthmanagement #financialstewardship

A story about a fellow financial planner who learned a lesson the hard way. "I now know that money is only part of the equation to a successful transition to retirement," Hixon said. "Meaning and purpose and legacy, they all carry equal weight in the transition to what's next. I discovered the hard way that it's not nearly as important to define what you're retiring from, it's critical that the pre-retiree do the hard work of defining who they are apart from their career…and discover what they're retiring to." https://lnkd.in/gyx_drzn #christianliving #wealthmanagement #financialstewardship

Retirement is more than the end of a career—it’s a chance to leave a lasting legacy. 🌍 How can you use your wealth and wisdom to make a difference? Shift from protecting what “I” have to what “we” have. Read the full article to learn how you can create a meaningful impact for future generations: https://buff.ly/4dhGvwr. #LegacyBuilding #RetirementPlanning #FinancialWisdom #AccountMaster

Retiring by age 65 takes plenty of 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐠𝐨𝐨𝐝 𝐟𝐨𝐫𝐭𝐮𝐧𝐞. Retiring before then? Not a chance, right??? 𝑾𝑹𝑶𝑵𝑮! 🙅 Through diligent saving, proactive strategies, and fitting those blinders on to not try and "keep up with the Joneses," you too can 𝐬𝐞𝐢𝐳𝐞 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐭𝐫𝐨𝐥 on when you and your spouse decide to hang it up with your careers! To find out if you're on track for the retirement you envision and ways to potentially accelerate that process, see the 𝐥𝐢𝐧𝐤 𝐛𝐞𝐥𝐨𝐰 for a complimentary quiz! ⬇️ https://loom.ly/BaK9nsM #retireearly #financialadvisor #wealthmanagement

Longer lifespans could put an end to the idea of a linear career and lead future generations to embrace a cyclical relationship with work, disrupting traditional retirement, says Ric Edelman. This could lead to a number of changes in how people think about investing, housing and long-term care, among other issues, Edelman says. Full Story: https://lnkd.in/gZHG8ERq #cavalierassociates #financialintelligencereport

𝗪𝗵𝘆 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗡𝗲𝗲𝗱𝘀 𝘁𝗼 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴—𝗧𝗼𝗱𝗮𝘆! Did you know that estate planning is not just for the affluent or those nearing retirement? It's crucial, no matter your age or economic status. Whether you're a young professional starting to climb the career ladder, a parent focused on providing for your family's future, or someone contemplating the golden years of retirement, estate planning is relevant to you. It allows you to decide how your assets are managed, protects your family from unnecessary stress and financial burden, and ensures that your legacy is distributed exactly as you envision. #OrlandoLawyer #Lawyer #EstatePlanning

Every week I share a few of the questions and topics we covered with clients, hopefully offering a small insight into what we do and how we help our clients. Here is a glimpse of last weeks conversations. 🌲 We set up a private school fee plan for a client with the aim of making the funds last well beyond A Levels. 🌲 We reviewed a cashflow model plan to reflect a change in circumstances for a couple on the verge of retirement. Their main question was "can we still have the retirement we want if we retire earlier than planned?" 🌲 We had a good conversation with a client who shared their concerns about what happens if they lose their job, and how do they cover their income if they were to get long term sick. This 'what if' planning is something we cover with all clients and goes a long way to ensuring financial peace of mind. Have a great week! ☀️ #People #leadership #empathy #listening #financialadvice #wellness #wellbeing #teamwork #culture #planning #financialwellbeing #cashflow #cashflowmodelling #cashflowanalysis #savingsgoals #retirementplanning #moneymanagement #financialfreedom

😓 More than half of all Americans were living paycheck to paycheck at the end of 2021 and it’s no secret that the current economy is proving tough on the average American worker: https://lnkd.in/ea383skU ❓ How can employers and plan sponsors increase #FinancialLiteracy across their workforce, reduce financial stressors for employees and increase engagement in #retirement plans? 👤 Dan Taylor, NFP’s vice president, Sales, Wealth and Retirement, explored this challenge in an article recently published on Crain's Detroit Business Journal, as well as discussing how the #RetirementGap may be affecting diverse groups disproportionately. ✔️ Check out the article and discover ways we’re doing all that we can to provide solutions to our clients and their people that make a real difference in hard times: https://lnkd.in/exQhf3jH #NFP #Benefits #DiversityAndInclusion #HumanResources #HR #Insurance #TalentManagement #EmployeeBenefits #FinancialPlanning #RetirementSavings #WorkforceDevelopment

Income Options for the Retirement You Envision