Scott Serfass

Securities offered through LPL Financial, Member SIPC WakePointe Wealth Advisors is an other business name of Independent Advisor Alliance, LLC

[Scott Serfass @ScottSerfass]

In retirement, every day can feel like a Sunday.
So what does yours actually look like?

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

What changes the day you retire that no financial spreadsheet can prepare you for?

More than you'd expect.

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Wealth preservation is not a math problem. The families who navigate retirement well don't rely on just a spreadsheet...

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Most people spend 40 years planning financially for retirement. Almost nobody plans for the Monday after.

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Changing jobs? The 401(k) decision feels urgent.

It isn't.

The worst outcome usually happens when people rush it. https://t.co/HZj3LFwcgI

[Scott Serfass @ScottSerfass]

Break-even analysis treats Social Security like a bet on how long you'll live.

That's one factor.

For most couples, it's not even close to the most important one. https://t.co/WbcwR0jwol

[Scott Serfass @ScottSerfass]

Accumulating wealth and distributing it are not the same discipline.

Most retirement plans treat them as if they are. https://t.co/VzHE3RM77t

[Scott Serfass @ScottSerfass]

”How much do I need to retire?” is the wrong question.

”Enough for what?” is the right one.

The number follows from that answer. https://t.co/Bj11snOqPH

[Scott Serfass @ScottSerfass]

In retirement, every day can feel like a Sunday.
So what does yours actually look like?

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Break-even analysis treats Social Security like a bet on how long you'll live.

That's one factor.

For most couples, it's not even close to the most important one. https://t.co/WbcwR0jwol

[Scott Serfass @ScottSerfass]

What changes the day you retire that no financial spreadsheet can prepare you for?

More than you'd expect.

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Wealth preservation is not a math problem. The families who navigate retirement well don't rely on just a spreadsheet...

https://t.co/HWGhBGFIyI

#RetirementPlanning #WakePointeWealth

[Scott Serfass @ScottSerfass]

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard https://t.co/9lNrL03wtM

[Scott Serfass @ScottSerfass]

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches. https://t.co/Jld42V2azw

[Scott Serfass @ScottSerfass]

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? https://t.co/80Hjc8QFYK

[Scott Serfass @ScottSerfass]

Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance https://t.co/zsNBHVq212

[Scott Serfass @ScottSerfass]

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. https://t.co/CVhXc40ySA

[Scott Serfass @ScottSerfass]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/IYjVK4V1Mu

[Scott Serfass @ScottSerfass]

Where will your retirement income come from? Do you know all the choices available? https://t.co/o5LIKvBV7V

[Scott Serfass @ScottSerfass]

Earnings season can move markets. Find out why. https://t.co/fMcyggrJRB