Jon Kagan

I am a CFP® practitioner...I help people get retired, stay retired and handle all the speedbumps along the way. Disclosure:

[Jon Kagan @JonKagan1]

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact: https://t.co/V3BJTC5VmK

[Jon Kagan @JonKagan1]

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

[Jon Kagan @JonKagan1]

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.
We will be closed on Friday, June 19th in observance of Juneteenth.

[Jon Kagan @JonKagan1]

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
https://t.co/7V0QPK9Bto
#retirementsavings #retirmentplanning

[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions. https://t.co/xErm2yshNf

[Jon Kagan @JonKagan1]

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community. https://t.co/YOVhDq3Zum

[Jon Kagan @JonKagan1]

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies: https://t.co/CzKkKgu1fW

[Jon Kagan @JonKagan1]

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!

[Jon Kagan @JonKagan1]

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward. https://t.co/2QsyXVB45p

[Jon Kagan @JonKagan1]

Gratitude can be good for your health, from lowering stress to improving heart health. Read more on the positive impacts of gratitude and how to build it into your every day.

[Jon Kagan @JonKagan1]

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the years ahead so you can retire with purpose and peace of mind: https://t.co/LVeQAhPwzo

[Jon Kagan @JonKagan1]

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together: https://t.co/uNtsdKqJN3

[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

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[Jon Kagan @JonKagan1]

May your Easter be filled with hope, happiness and meaningful moments with those you cherish.