Top Tweets for #2ndHalfPlan
Excited to release our latest episode of Take Back Retirement podcast. With so many different pieces to your retirement income, organization is invaluable. Today we talk about one way to do just that. #podcast #TakeBackRetirement #2ndHalfPlan #RetirementIncomePlanning
We frequently talk to clients about focusing on what they can control, like how much to save. However, sometimes even that isn't totally within our control. #RetirementIncome #2ndHalfPlan #FinancialPlanning https://t.co/ofbNmjR2uy
We know today was unsettling, but understanding how these move impact, or more likely do not impact your financial planning is important. https://t.co/YvH78hURDm #FinancialPlanning #2ndHalfPlan #RetirementIncome
When the stock market seems more volatile than "normal," you may wonder if you should sell. Frankly, the answer is maybe. But it is because something has changed in your plan and not because the stock market went down.
#retirementincome #2ndhalfplan
https://t.co/G1OlAum0PI
We all say we want a long life, but are we prepared? It may sound strange, but longevity is a risk in retirement. However, with a bit of planning, we can enjoy ourselves.
#retirementincome #2ndHalfPlan #SocialSecurity
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As a planner, it is always interesting to see clients' faces the moment they begin to understand the different ways these programs can be used to support their retirement dreams. #2ndHalfPlan
Social Security and Medicare form the base of nearly every retirement income plan. They both sound simple until you start to plan. Fortunately the SSA is good about trying to educate Americans about both programs. https://t.co/X4ulIhGN7B
An adviser's job is to help clients separate fact from fiction then help to understand how those facts affect client's goals. Good piece from @MBFretirepro. #2ndHalfPlan https://t.co/jHSb19CVax
HAPPY BIRTHDAY! On this date in 1935 (3:30 pm to be exact), FDR signs the Social Security Act. As good as an excuse as any to sign on to "my Social Security" (https://t.co/1xwaKK8U09) to verify your records. #2ndHalfPlan @sofiafinancial
HSAs can be a great tool to save for medical expenses, especially in retirement. However, since there is potential for larger out-of-pocket expenses now, many are hesitant to take advantage of them. Loosening the rules can only help. #2ndHalfPlan https://t.co/XTjuCRu4DV
Social Security benefits are based on 35 years of wages, even if it is $0. The SSA adjusts your earnings for inflation, magnifying the $0 impact on your benefit. #irstaxforum #2ndHalfPlan
The fiduciary standard is the level of care that we provide, putting your interests above all others. You deserve professional advice that is objective and honest. #2ndHalfPlan https://t.co/AWo7yqXyS3
What are the odds of @FINRA posting this 4 hours after we posted something similar? Apparently 100%. #2ndHalfPlan
Confused by the alphabet soup of financial professional designations out there? The fact is not all designations are created equally. Don't miss our tool to help you decode what they mean https://t.co/ABEF0nRn7H
To me this article highlights the huge misconception of what a financial advisor can do for you. Our job is similar to a coach and educator, not a wheeler-dealer. You may discover value by having a conversation with us. #2ndHalfPlan @sofiafinancial https://t.co/PddRtA9OHu
There are many tools & strategies that can strengthen your retirement plan. The key is understanding how they interact with each other, and what can go wrong. Working with a professional may help avoid problems. #2ndHalfPlan @sofiafinancial @2ndHalfPlan https://t.co/oSgp3FCXiw
Is a large tax refund a good thing or is it an indication that you may want to review some of your financial decisions? @2ndHalfPlan @sofiafinancial #2ndhalfplan
Unsure whether a large tax return is a mistake? CFP Board Ambassador Bill Schretter, CFP® offers his insights on #LetsMakeAPlan https://t.co/Z5dh8uLmVo
It is always a good idea to review your beneficiary forms and estate plan periodically, but especially after major life events. @sofiafinancial #2ndHalfPlan
Perfect! From @ClementsMoney: "two types of people: Those who think the goal of investing is to beat the market. And...those who get it."
Also, opening a Roth now may get you grandfathered in case of tax changes. #retirement #2ndHalfPlan https://t.co/21QtCOdOw4
Good morning from Coronado, CA! Tomorrow, hundreds of members of our exclusive #EliteIRAAdvisor group will arrive for our fall IRA training.
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