Eudaimonia Wealth

Fee-only, fiduciary financial planning firm in Buffalo, NY dedicated to helping families live richer lives by making intentional decisions with their money.

[Eudaimonia Wealth @eudwealth]

What does the @BuffaloBills playoff run have in common with planning a successful retirement?

It might be more than you think.

Here’s how you can you apply the #TrustTheProcess mantra to achieving your own version of success:

https://t.co/pBbrIjjxR7

[Brett Koeppel @brett_koeppel]

Had a blast chatting with @ViktoriaKrista and @SPECNews1BUF recently about markets, inflation, and what it might means for consumers.

TLDR: Take a breath and focus your time and energy on what’s within your control.

Thanks for having me!

https://t.co/758xaxXXTL

[Eudaimonia Wealth @eudwealth]

Happy to share our thoughts on an important topic!

[Kate Dore, CFP®, EA @katedore]

More than 50% of Americans are now worried about their level of emergency savings, up from 44% in 2020, according to a @bankrate survey. https://t.co/JEcH3fWSsL

[Brett Koeppel @brett_koeppel]

Wow-What a pleasant surprise and honor to be included in this year’s @Investopedia Top 100 Financial Advisors.

Such an impressive group doing amazing work to educate the world on what the power of real financial planning is all about 🙌🏻

Full list here: https://t.co/GHLs8bL47U

[Brett Koeppel @brett_koeppel]

Gifting stock to a family member can be a great way to meet your legacy goals while minimizing your tax bill. Great stuff from @rwohlner and @ThinkAdvisor here. Thanks for including me!

https://t.co/A9DGJ6xdeo

[Eudaimonia Wealth @eudwealth]

Saving for college while funding your own retirement can seem like a daunting task for parents. But it doesn't need to be 🤓

Read what @brett_koeppel had to say in his latest contribution to @Forbes here: https://t.co/t3RXYKbXlV

[Eudaimonia Wealth @eudwealth]

While you can’t entirely avoid paying taxes in retirement, you can control how much of your money you keep by taking control now and planning ahead.

Here's what you need to know about managing your tax bill when you're no longer working: https://t.co/LAq1yOB4a1

[Eudaimonia Wealth @eudwealth]

Identifying the right professional to help you navigate retirement is a big deal.

But where do you start and how do you know who you can trust when everyone looks and sounds the same?

Here are the critical factors that you should consider: https://t.co/g8B5ujiLcg

[Eudaimonia Wealth @eudwealth]

Just like that, the year is halfway through. What a start to the decade it’s been.

With all of the change and uncertainty you’ve endured, now is a great time to process what it all means for you, your relationships, and your finances.

What have you learned?

[Eudaimonia Wealth @eudwealth]

Many people end up doing some form of part-time work after they "retire".

The goal is to get to a point where you have the freedom to pursue something that provides you energy and purpose.

What does your version of a fulfilled next chapter look like?

https://t.co/CzoV41h2Pn

[Eudaimonia Wealth @eudwealth]

Are you planning on retiring before age 65?

If so, you'll want to make sure you have a plan for securing healthcare coverage before Medicare kicks in.

We broke down the health insurance landscape for retiring early in our latest post here: https://t.co/FG4E0xfp37

[Eudaimonia Wealth @eudwealth]

Preparing for a successful retirement goes beyond the amount of money you've saved.

Money is simply a tool. What you need to focus on first is what you want to build with that tool.

The goal is to retire to something, not from something.

[Eudaimonia Wealth @eudwealth]

Determining the right time to claim your Social Security is a critical piece to your retirement puzzle.

Should the craziness of 2020 affect when you choose to claim yours?

In our latest blog post, we broke down some factors you'll want to consider:
https://t.co/X8f3k7WdQG

[Eudaimonia Wealth @eudwealth]

Black lives matter. No qualifying statement needed. It's time to come together to strive to put an end to racial injustice.

[Eudaimonia Wealth @eudwealth]

Are you wondering if you're making all of the right moves with your 401(k) right now?

Here's a great summary of some of the most common questions we've been receiving lately:

https://t.co/RwO0UrAfH5

[Eudaimonia Wealth @eudwealth]

Today we honor and remember those who made the ultimate sacrifice for our country. May we never forget that America is the land of the free, because of the brave.

[Eudaimonia Wealth @eudwealth]

Have teachers in your life?

To put it nicely, most education retirement plan offerings are..less than ideal.

Here's a helpful checklist for how to effectively invest in a 403(b) plans and avoid getting taken advantage of:

https://t.co/BxWShml6EK

[Eudaimonia Wealth @eudwealth]

What if we used this as an opportunity to reflect on how we prioritize our time?

What if instead, we used this point in time to ask ourselves:

What does this make possible?

https://t.co/RpAhYMvP30

[Eudaimonia Wealth @eudwealth]

Have you lost your sense of time during the pandemic?

Our brains are normally occupied by anticipated future plans - travel, celebrations, events to look forward to.

Instead, we're living in an infinite present. What you make of that is up to you 👀

https://t.co/0RKvJKhsVq

[Eudaimonia Wealth @eudwealth]

With all of the different terms out there, it can be hard to tell who will give you advice in your best interest from those that pretend to by using a fancy title 🤔

Make sure to do your homework ⬇️

https://t.co/VK3Drq7QRg