What if one conversation could save your marriage and your retirement? Today Beau Henderson unpacks 5 must-have couple money talks, he widow penalty & legacy blind spots and so much more!
9am AM920 - https://t.co/aCEtxX965v
12:30pm AM550 - https://t.co/qn1uAf71mx
She almost lost $213,000 in Social Security benefits — and didn’t even know it.The Widow’s Penalty is real. And it’s costing families big. This @Kiplinger article shares the 4 key questions that saved one widow’s retirement. https://t.co/FxaDxYu5L4
#SocialSecurity#WidowsPenalty
Financial Advisors: Build meaningful relationships with new clients using these 4 practical tips from Rethinking65. Clients can also learn what to expect from their Advisors in this era of hard-earned trust.
https://t.co/z8yElQfSnj
#FinancialAdvisors#ClientRelationships
One of the things that sets RichLife Advisors apart is that we go beyond traditional financial planning to help our clients determine what it means to live a rich life in retirement.
https://t.co/rHratbUX0q
Recent market volatility and turbulence have you feeling more than a bit queasy? It's time to ask your financial advisor some questions. This recent @usnews article covers those questions to make sure you get the best advice possible.
https://t.co/C0UIEfXXLW
There is a desperate need in the financial planning industry to go beyond the balance sheet, income statement, and quarterly reports. Here are three of the most critical conversations we have with our near retiree clients in this Rethinking65 article...
https://t.co/RMnya5K2N4
"Gray Divorce" rates have more than doubled since 1990 and for those 65+ the rate has tripled. Rodney Brooks - "Senior Planet" from @AARP - and I recently had a conversation about why this happening. Here's the article that AARP published: https://t.co/ZS1MIKnnb7
Want to retire early? A Roth conversion ladder allows you to sidestep the hefty early withdrawal fees that come with 401(k)s and other retirement accounts.
https://t.co/QpdxJgifib
One thing that sets RichLife Advisors apart from other financial planning firms is that we help our clients address the non-financial aspects of their retirement - relationships, experiences and purpose and their role in a fulfilling retirement.
https://t.co/ryyQYFrvar
Do you have a retirement strategy?
Do you understand it?
Are you confident in it?
I’m on a mission to raise the collective retirement IQ.
You can learn more right here:
https://t.co/rcQC1aThaB
#RetirementPlanning
Tune in to North GA Business Radio today at 3PM on WDUN AM 550! Loren Funk, ex-CFO/COO turned consultant, shares insights on scaling smarter without full-time exec costs. Learn about ethical career transitions and leveraging experienced pros. Listen in: https://t.co/55oOIh32pO
Tune in @ 3PM to AM550 WDUN! Phil Bonelli & Zach Propes break down Hall County's T-SPLOST vote. $390M for roads, safer intersections & more. Get informed before November! #HallCountyTSPLOST Listen live: https://t.co/55oOIh32pO
Retiring abroad? It's more complex than you think! Our client's journey to Mexico was featured in Barron's. From taxes to currency conversions, we've got you covered. Read the article for tips on making a smooth international transition! https://t.co/XntoLKUeNZ
Who wants to get a bigger Social Security check? This Bankrate article shares a few of my ideas about maximizing your Social Security benefits!
https://t.co/JczEV7Oxg9
Playing Whack-A-Mole in your business? Tune in to North GA Business Radio today @ 3PM ET! Dr. Jacob Koch shares how the right systems transformed his orthodontic practice. Listen on AM550 WDUN or online: https://t.co/55oOIh32pO #BusinessGrowth
Financial Advisors: Build meaningful relationships with new clients using these 4 practical tips from Rethinking65. Clients can also learn what to expect from their Advisors in this era of hard-earned trust.
https://t.co/z8yElQfSnj
#FinancialAdvisors#ClientRelationships
Who can you TRUST to give you the best retirement planning information possible? There are several resources to turn to for advice. I recently shared some of the sites I personally use and recommend with @seniorplanet ...
https://t.co/B0DxsVe9Fk
Are you prepared for a successful retirement that could last north of 30+ years?
Forbes Advisor published an article with some of my ideas about how to plan for a longer retirement.
Check it out and let me know what you think...
https://t.co/tanx8Dg39r