Retirement, Simplified has arrived in The Villages, FL. π
Global Wealth Management is now open at 910 Old Camp Rd, Suite 154. TailoredΒ advice for retirement income, taxes, Social Security & more.
π 352-309-0100 | https://t.co/pePYyp26BB
#TheVillages#RetirementPlanning#GWM
Halfway through 2026: is your retirement plan still on track? π
June = the perfect time for a mid-year check-in. Call us for a complimentary Retirement Roadmap Review.
π (954) 533-7144 π https://t.co/KFVuwJOalH
#RetirementPlanning#FinancialPlanning#WealthManagement
2026 Social Security, by the numbers:
β 2.8% COLA (+~$56/mo avg)
β Full retirement age: 67
β Earnings limit before FRA: $24,480
β Max benefit at 70: $5,181
One piece of your retirement picture. We help with the rest.
#SocialSecurity#COLA2026#Retirement
Turned 65? There's a new "senior bonus" deduction, up to $6,000/person ($12,000 for qualifying married couples), in effect for tax years 2025β2028. Stacks on top of the standard deduction. Income limits apply.
Most people are just now hearing about it. Worth a conversation.
56% of Americans have no estate plan.
2026 changed the rules:
β $15M estate tax exemption
β $19K tax-free gift per person
β Beneficiaries override your will
Has your plan kept up?
https://t.co/AjKEDkLxqo
#EstatePlanning#RetirementPlanning#WealthManagement
Estate planning isn't just for the wealthy; it's for everyone with people they love and assets they've worked hard to build. π‘
Don't leave your family guessing. Get a plan that protects what matters most.
We're here to help β https://t.co/f7lTKV553v
#EstatePlanning
Record highs feel great, until they don't. π
3 ways to protect your gains:
1οΈβ£ Take profits strategically
2οΈβ£ Rebalance before you have to
3οΈβ£ Stress-test your withdrawal plan
Could you survive a 25% drop tomorrow?
#RetirementPlanning#WealthManagement#InvestSmart
Markets are volatile. Portfolios are swinging. Before you panic-sell or make any moves, do you have 1-2 years of expenses in liquid savings? That's your first line of defense. If not, call your advisor before you do anything else. π #MarketVolatility#RetirementPlanning
Proud to announce: @GWM has been named to @USAToday's Best Financial Advisors list for the second year in a row.
We are the only Fort Lauderdale firm in our AUM category!
Thank you to our incredible clients. π
https://t.co/06fC1paHtp #BestFinancialAdvisors
GWM's Sarasota office has a new home at 6952 Professional Pkwy E.! New space, dedicated event venue, and more ways to connect with our team. We are just getting started. Read more: https://t.co/z2kdUZGYNs #GWM#Sarasota
Most people focus on what they owe. Smart investors focus on what they could have kept.
4 common tax mistakes that cost Americans more than they realize. π
Market volatility is a reminder: not all portfolios are built for retirement.
GWM co-founder Andrew Costa shares how pre-retirees can assess and reduce portfolio risk before it's too late, via @Kiplinger
https://t.co/XnREeG1igx