QWM

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[QWM @QuakerWealth]

Our very own Jake Heisler, CFP® from Quaker Wealth Management has been featured in the GoBankingRates article: 9 Ways To Boost Retirement Savings After 40 stating every dollar you allocate to your future is worth it.
https://t.co/9wzvwQwNpy

[QWM @QuakerWealth]

Jake Heisler, CFP® from Quaker Wealth Management was featured in the GoBankingRates article: 3 Warning Signs Your Retirement Spending Plan May Be Too Restrictive — and What To Do.

In the article, Jake highlights a key challenge for retirees.
https://t.co/CihS9GeoWr

[QWM @QuakerWealth]

Seasonality, including the Santa Claus Rally, is often driven by investor sentiment—how people collectively feel about the market. During the holidays, sentiment tends to lean positive. https://t.co/7jHnGvTUB9

[QWM @QuakerWealth]

The lesson is clear: while geopolitical conflicts often create short-term volatility, the long-term trajectory of markets tends to be upward. This resilience highlights the importance of maintaining a long-term perspective. https://t.co/NligeIbJdL

[QWM @QuakerWealth]

Here's to making smart moves in retirement—and maybe even cracking a smile while you're at it. https://t.co/NoxH0RghdU

[QWM @QuakerWealth]

Many Americans share our client’s confusion. This phenomenon, where everything appears terrible but individuals feel fine, is puzzling yet common among Americans. Let's explore why this disconnect exists. https://t.co/MoagRSPv9C

[QWM @QuakerWealth]

Looking back on 15 years since the Financial Crisis's lowest point, we're reminded of the market's unpredictability but also its potential for incredible growth. It's a powerful affirmation we advocate at QWM.
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[QWM @QuakerWealth]

The 529 plan to Roth IRA transfer provision within SECURE Act 2.0 represents an evolution in traditional financial planning — for any chance that the child may not end up in college.https://t.co/NXEGRNpXqw

[QWM @QuakerWealth]

Jake Heisler, CFP® featured on Fox 29 Philadelphia, sharing insights on selecting high-yield savings accounts. He also emphasized the importance of proactively engaging with your bank to negotiate better interest rates.
https://t.co/DpS7XiL3VF

[QWM @QuakerWealth]

Imagine this: You've worked hard all your life, you've got a house, maybe some savings, or even a cool collection of vintage comic books. Estate planning is how you make sure all these things go exactly where you want them to when the time comes. https://t.co/F9lVqkUdQC

[QWM @QuakerWealth]

High-income earners face challenges in maximizing their retirement savings, especially when traditional Roth IRA contributions are limited by income. The backdoor Roth IRA strategy is a solution. The Backdoor Roth IRA Strategy for High-Income Earners (https://t.co/DKQ7TCwIfF)

[QWM @QuakerWealth]

Whether you're switching jobs, nearing retirement, or just trying to get a handle on your finances, understanding this process can make a big difference. So, let's break it down together!
Navigating Your Retirement: Is an IRA Rollover Right for You? (https://t.co/DKQ7TCwIfF)

[QWM @QuakerWealth]

As we near the end of 2023, it's crucial for individuals and business owners to stay informed about the relevant dates for making retirement plan contributions. This blog post will guide you through the important deadlines for various retirement plans. https://t.co/UgWUYZcwiB

[QWM @QuakerWealth]

In a world brimming with bad news, it's easy to view every event as a signal to exit the stock market. But this approach can backfire, requiring investors to make two tricky decisions: when to sell and when to buy back in.
https://t.co/05kbT8XyPm

[QWM @QuakerWealth]

Ask financial experts how much you should be socking away for retirement, and you may hear a wide range of numbers.
Jake Heisler, CFP®, generally likes 10-15% as a retirement savings goal. But that's contingent on a few factors...

https://t.co/qvaz3Tprtz

[QWM @QuakerWealth]

For those residing in New Jersey, you've probably heard the old joke: "Living in the Garden State is a 'garden' of bills, where money grows on trees and promptly gets handed over to the tax collector."
https://t.co/Ojusrhdawq

[QWM @QuakerWealth]

We have exciting news we are co-hosting our first-ever 5K Race/1 Mile Walk with Mission Voice on 4.29.23.
100% of all proceeds will go to Moorestown Parks and Recreation special needs programs. We hope to see you there!

[QWM @QuakerWealth]

Time is a precious commodity. It is one of the few things in life that cannot be bought, sold, or traded. For many people, time is in short supply as they struggle to balance the demands of work, family, and personal obligations.https://t.co/garreYBXfu

[QWM @QuakerWealth]

I'm always reminded of Einstein's quote about compound interest—he said, "Compound interest is the eighth wonder of the world." "He who understands it earns it; he who doesn't pays it" states Jake Heisler, CFP®with Quaker Wealth Management.
https://t.co/cvPjwkNSWd

[QWM @QuakerWealth]

Check out Quaker's, Jake Heisler, CFP® insight on the 3 Best Times and Reasons To Withdraw From Your IRA
https://t.co/69WZ1YCnep