Enduring Wealth

Ralph Bender, MBA, CFP® Securities offered through LPL Financial, Member SIPC

[Enduring Wealth @Enduring_Wealth]

🥈 Ralph’s Silver Medal Book Review 🥈
The Man Who Knew by Sebastian Mallaby
A sharp, accessible look at Alan Greenspan’s rise from jazz musician to influential economic thinker. Ralph highlights his instincts, politics, and the surprising personal story behind the public figure.

[Enduring Wealth @Enduring_Wealth]

At 62–63, claiming Social Security early can feel like the safe move.
But it can cut your benefit ~25% (and spousal ~30%), with COLAs compounding a smaller base.
Waiting just a few years can mean tens of thousands more over time.
Want to see your options? Click the 🔗 in our bio.

[Enduring Wealth @Enduring_Wealth]

Team Spotlight: Rose 💙
At Enduring Wealth Advisors®, Rose supports our clients with care and intention—helping them stay focused on what matters most as they work toward the life they want to build.

We’re grateful to have her on our team!
#FinancialPlanning #TeamSpotlight

[Enduring Wealth @Enduring_Wealth]

Your financial future deserves advice built around you. At Enduring Wealth Advisors®, we provide independent, fiduciary guidance and planning-first strategies to help you move forward with clarity and confidence.
https://t.co/DllBOykBgi

#WealthManagement

[Enduring Wealth @Enduring_Wealth]

After decades in aerospace, one client had pensions, Social Security decisions, retirement accounts, and rentals—but no clear plan.

So we built a retirement roadmap.

Because retirement isn’t just about numbers—it’s about designing the next chapter with clarity and confidence.

[Enduring Wealth @Enduring_Wealth]

Tax Day is only weeks away—but it’s not too late to review your tax plan.

A quick check can uncover missed deductions, clarify reporting, and help you head into filing season with confidence.

[Enduring Wealth @Enduring_Wealth]

Retirement planning is about more than saving—it’s about bringing the right pieces together so you can feel confident about your future.

A strong strategy takes thoughtful planning and trusted guidance.

Ready to get your plan on track?
👉 https://t.co/DllBOykBgi

[Enduring Wealth @Enduring_Wealth]

Women across the financial industry continue to break barriers and bring fresh perspectives.

Today we’re celebrating the incredible women on our team—Rose, Jaclyn, Simone, and Mona. Thank you for the energy, expertise, and heart you bring to Enduring Wealth Advisors®. 🌟

[Enduring Wealth @Enduring_Wealth]

A couple in their early 60s recently asked us a question we hear all the time:
💭 “When should we start taking Social Security?”

They’re healthy, active, and planning for a long retirement—so it wasn’t as simple as picking an age from a chart.

[Enduring Wealth @Enduring_Wealth]

IRS update: Code “Y” now identifies IRA Qualified Charitable Distributions (QCDs) on Form 1099-R—but it’s optional for 2025. Your form may still show the full amount as taxable, so be sure your tax preparer knows which gifts were QCDs.

[Enduring Wealth @Enduring_Wealth]

Tax season is coming, and it’s about more than filing—it’s about planning. The OBBBA brought key changes. Check out our 2026 Cost-of-Living Adjustments & Tax Changes Summary, plus 7 tips to stay prepared. ⬇️

[Enduring Wealth @Enduring_Wealth]

Your financial life deserves a plan that works as hard as you do. Enduring Wealth℠ helps you build confidence today and for the future. Ready to get started? https://t.co/DllBOykBgi

[Enduring Wealth @Enduring_Wealth]

Big changes this year could impact your financial plan—Social Security COLA, Medicare premiums, tax brackets, and more. We’ve put together a 2026 Cost-of-Living Adjustments Summary to help you plan with confidence.

[Enduring Wealth @Enduring_Wealth]

Markets are being driven more by policy and momentum than fundamentals. Volatility may persist, but disciplined investors can still find opportunity. In 2026, patience and a well-structured plan matter more than ever. Review your strategy: https://t.co/DllBOykBgi

[Enduring Wealth @Enduring_Wealth]

New IRS contribution limits for 2026:
401(k) $24,500 | IRA $7,500 | SIMPLE IRA $17,000
Even small increases can add up over time. Review your strategy: https://t.co/DllBOykBgi

[Enduring Wealth @Enduring_Wealth]

An early morning run is a reminder that every day brings a fresh start. Financial planning works the same way—small, steady steps today shape the future ahead. Here’s to growth, clarity, and purpose in 2026. Happy New Year!

[Enduring Wealth @Enduring_Wealth]

Happy Thanksgiving! 🦃🍽️ We’re grateful for our families, our amazing team, and the clients who trust us to walk (or run 😉) beside them through life’s meaningful moments. Wishing you a restful, joy-filled day with those you hold dear. #HappyThanksgiving #Gratitude

[Enduring Wealth @Enduring_Wealth]

This #SmallBusinessSaturday, we celebrate the entrepreneurs who keep our communities thriving. 💙 At Enduring Wealth Advisors®, we’re proud to partner with small business owners year-round to plan for growth & long-term success. https://t.co/9Lav4rMpZN

[Enduring Wealth @Enduring_Wealth]

Philanthropy strengthens communities and can help lower income, capital gains & estate taxes. With year-end near, it’s a great time to give wisely through donor-advised funds, IRA distributions & charitable trusts. Learn more: https://t.co/9Lav4rMpZN #FinancialPlanning

[Enduring Wealth @Enduring_Wealth]

Our team brings more than expertise—we bring empathy, lived experience, and a deep commitment to walking with clients through every season of life. See why Mona’s role at Enduring Wealth Advisors® means so much & how her journey inspires others. #WealthAdvisor #FinancialPlanning