💳 Do you really need a credit card? In this clip from Understanding Credit, we explore how credit cards impact your financial health and whether they're essential to building good credit. #CreditTips
Will Social Security be there when you retire? In this clip, expert Martha Shedden explains why it helps to plan for the benefit you expect—and a smaller one.
Have you checked your estimated benefit and included it in your retirement plan?
#SocialSecurity#RetirementPlanning
Guessing your retirement income is a risk. In your 50s, know what Social Security, your 401(k), and any pension may provide—and whether it supports the life you want. If there’s a gap, you can plan for it. Book a complimentary conversation. #MoneyMattersMonday#RetirementPlanning
Professional development should include building wealth. After I spoke with Northeast Florida dental hygienists about money and retirement, they surprised us with flowers. 💐 We love bringing practical financial education to professional communities. #FinancialWellness
When should you claim Social Security—62, full retirement age, or 70? The right timing depends on your life and retirement plan. Martha Shedden and I discuss it in this clip. What questions do you have? 🎧 Full episode: https://t.co/5JNR879t8d #SocialSecurity
Wealth Tip Wednesday 💰 Tax preparation looks back; tax planning looks ahead. In retirement, Social Security, pensions, annuities, and RMDs can all affect your taxes. Don’t wait until filing season to plan. #TaxPlanning#RetirementPlanning
Transparent Tuesday 💗 Once a month, my children and I meet on Zoom to talk about money: goals, saving, and what didn’t go as planned. It’s about transparency and building good habits together. What money conversation do you wish your family had started sooner? #FamilyFinances
No workplace retirement plan? You still have options: a traditional or Roth IRA. If you’re self-employed, a SEP IRA or solo 401(k) may also fit. Start with what you can and choose an account that suits your tax situation and goals. #RetirementPlanning#WomenAndMoney
Confused about Social Security? 🤔
Many women miss out on benefits due to lack of info.
Did you know you can claim survivor benefits at 60?
Understanding your options is crucial.
What’s your biggest question about Social Security?
#FinancialConfidence
Since Botox was approved to temporarily reduce the appearance of wrinkles in 2002, cosmetic neurotoxins that relax muscles in the face have become so popular—and widely accessible—that a totally smooth countenance has lost some of i https://t.co/IU9KG8wjYV
You know that thing you need to do but don't feel like doing? Run it past 23 minutes to get in the flow. Everything will align from there. This can apply to everything from difficult conversations to numbers reviews and performance https://t.co/KKDXJ2VwAO
Entrepreneurship is becoming part of how professionals protect their careers. Here’s how it can create income, options, and greater security. https://t.co/RNKnpg5Mwh
Most Americans are claiming Social Security before their full retirement age, and proposals to raise that age past 67 would deepen the cut for everyone who does. https://t.co/wFo1pRxqa3
As AI companions grow more lifelike and more profitable, the bigger question may be what happens when technology starts replacing the human connection it claims to simulate. https://t.co/ah6Js5cfUP
Serving as an unpaid caregiver for a child, partner, or older relative can exact a financial toll that can hinder retirement readiness, according to a new survey from the Employee Benefit Research Institute and Greenwald Research. https://t.co/ZrgQPPk8gF
Washington is weighing a FINRA style regulator for AI. FINRA's own record suggests caution, however, and the standards bodies AI already has can do most of the job. https://t.co/zCbP3NOMLU