Safe Money Mindset

Welcome to the Safe Money Mindset page! This dedicated space is designed for individuals with questions about retirement who seek to gain a better understanding of their optimal financial choices. We provide comprehensive content covering topics such as income, taxes, Medicare, and more. Whether you are planning for retirement or already enjoying your retired life, we have the perfect information to assist you. #safemoneymindset Learn More: https://lnkd.in/g8dxXquN

Our Safe Money Mindset YouTube Channel is Here! Get ready to take part in our live workshops now accessible from anywhere, We’ve launched the Safe Money Mindset YouTube channel to bring our expert-led workshops directly to you. From mastering retirement strategies to learning about tax-smart moves and income security, these sessions break down the essentials in a way that’s easy to follow and apply. 📺 Subscribe now to join our upcoming workshops, where we cover real questions and provide insights to help you make confident, informed financial decisions. Your path to financial security starts here! https://lnkd.in/ebnHYYTR

Our new Quest Commonwealth website is live, reimagined with you in mind! From the very first click, you’ll notice the difference: a streamlined menu that puts everything you need at your fingertips. We’ve carefully designed this navigation to bring you closer to our values, our team, and the unique strategies that make us who we are. You’ll find that every service we offer has its own dedicated space. This isn’t just a change in design— it’s a change in how we communicate our commitment to you. We wanted to create a resource where you could delve deeper into each aspect of financial planning, from retirement strategies and investment management to tax efficiency and estate planning, all tailored for a world that’s evolving as fast as your needs. Welcome to a new era of Quest Commonwealth. Visit the new site now and start your journey towards financial peace of mind. Questcommonwealth.com

Join our Safe Money Mindset ATT Employee Live Webinar and Discover The Impact of Federal Interest Rates on Pensions and 401(k) Tax Burdens in 2025! Date: Nov 7, 2024 Time: 7:00 PM Register Now: https://lnkd.in/erkxvvD6

Florida, Join us for an exclusive Will Awareness Retirement Workshop! Date: November 6th, 2024 Time: 2:00 PM & 5:30 PM Location: Anderson-Price Memorial Building, 42 North Beach Street, Ormond Beach, FL Our expert speakers, Carol Dewey and Rick Williams, will cover essential retirement planning topics to secure your future. Don't miss out on the opportunity to get guidance from seasoned retirement planners. Register now: https://lnkd.in/eZn3pa6V

Join us for a comprehensive seminar at Walsh College, where we'll cover essential topics like Pension Activation and how to navigate Federal Interest Rates. Timing is everything—will you get it right? Location: Walsh College Date & Time: Nov 12th @ 6:30PM Speaker: Jeffrey Perry Reserve your spot today and take control of your retirement journey with expert insights from Safe Money Mindset. Your financial future starts here! Register Here: https://lnkd.in/exZV9e-3

🎥 Ready for Retirement? Start Here! 🎥 Choosing the right retirement account can feel overwhelming—401(k), Roth IRA, SEP IRA—so many options! But don’t worry, we’ve got you covered. Get a quick breakdown in our latest video to help you make the best choice for your future. 🌟: https://lnkd.in/eDRWfH9n

Want to catch up on Safe Money Mindset? You can now watch all of our full episodes on YouTube! From Pensions to Estate Planning, we’ve got everything you need to stay informed and empowered. Subscribe to our channel and never miss an episode! 👉 https://lnkd.in/eeQDChSR

🚨 This Week: Retirement Workshops in Paw Paw & Stevensville! 🚨 Don’t miss out on Thursday, Sept 26th – two special events designed to help you take control of your retirement! 📍 Paw Paw, MI – 10:30 AM Location: American Legion, 115 N. Niles St. 📍 Stevensville, MI – 2:30 PM Location: American Legion, 3093 Johnson Rd. ✅ Legacy Planning ✅ Income Generation ✅ Medical safeguards in 2024 This is your chance to get answers to your most pressing retirement questions. Act now to secure your spot! 🔸 Register Now: https://lnkd.in/eB6gYnQq

Thank you to everyone for attending our Safe Money Mindset seminar at Walsh College! 🎓 It was an incredible opportunity to dive deep into retirement strategies, tax efficiency, and how to safeguard your financial future in today's unpredictable world. 🌎💡 If you missed it, don’t worry! More events are coming soon. Stay tuned for updates and get ready to take control of your retirement planning. 💪✨ 🔗 Learn more about upcoming seminars: https://lnkd.in/eZn3pa6V #SafeMoneyMindset #RetirementPlanning #FinancialFreedom #WalshCollege #PlanYourFuture