Barbara Turner

Is your default strategy suitable for the majority?     The “one-size-fits-all” approach rarely works in retirement planning. We help DC trustees design default strategies that reflect the majority of members' preferences—whether it’s income stability, legacy, or flexibility. Let’s rethink how we define “better” outcomes. #Trustees #RetirementPlanning #PensionStrategies #MemberOutcomes

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This week’s Financial Health Segment on WENY TV NEWS features, JGUA President & COO Jason Nickerson, CFP®, EA who discusses the question, “Is Your Budget Sustainable?” Watch Here: https://lnkd.in/eYYdvYKd #budget #financialhealth #sustainability 

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Learn more about the retirement income sources you can use to build a strong, sustainable financial strategy for your golden years. Details are in our latest article! #retirementincomeplan #retirementplanningohio https://lnkd.in/euBmmRr8

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In today’s Slott Report, we discuss the increased SIMPLE contribution levels introduced by SECURE 2.0 applicable to some participants. Read more here: https://bit.ly/3ysAZYe

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Lori Bodenhamer, CFP® has an amazing career change story! If you want to get more intentional about your career and the work you do, follow Lori's lead. We are so grateful that her path led her to Abundo! 😁 Her story, featured on the UC Berkeley Extension blog, offers valuable insights for anyone looking to make a meaningful career change. Dive into her experiences and learn how you can also navigate your path with purpose. Check out the blog to read more about Lori's remarkable journey!

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Our Spouse Transition Workshop is broken into four sessions, each providing tailored solutions to meet the personal needs of each participant. Learn more at https://bit.ly/3rCqajr.

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Meet Katie and Adam. They have excelled in their careers and positioned themselves well for the future with smart financial choices. They are both high earners, but have continued to live well below their means, resulting in a consistent monthly cash surplus (with which they aren't exactly sure what to do). They are raising three children, aged 5, 8, and 11, and while they have been diligent about saving for retirement and investing in their 401(k)s, they find themselves struggling to balance many financial goals, such as saving for their children's education, planning annual adventures, and renovating their home to better suit their growing family. They have been focused on building a stable future for their children, but with college costs looming and the desire to pay for these without incurring too much debt, they need a strategic plan to balance their current lifestyle, future aspirations, and financial goals. Check out the link below to find out how we helped Katie and Adam balance all of their financial priorities and allocate their resources in a way that aligns with what truly matters to them.

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Solutions for the financial challenges facing Social Security have been floated by the system’s trustees—and a new white paper examines how those proposals could affect future retirees. Learn More: https://ow.ly/A88F50TG817 #SocialSecurity #RetirementPlanning #COLA

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This week's Stage Ready Financial Planning blog post was about 8 tips to consider if you want to plan for early retirement. Dayton & Southwest, Ohio - If you know someone in their late 40's to early 50's who wants to retire early or at just the right time to live their dream future, encourage them to visit www.stagereadyfp.com and scroll to the bottom to download a copy of our free "Retirement Ready Checklist." ✅ #daytonohio #financialadvisor #financialplanning #retirement #retirementplanning

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In case you missed it: At American Society of Pension Professionals and Actuaries' 2024 Annual Conference, we showed plan administrators how to map a path to simplifying retirement plan administration and navigate toward better outcomes for all. Inspira Financial partners with retirement services providers and plan administrators to ensure the long-term financial health of retirement plans and their participants. From automatic rollovers to plan termination services, we relentlessly pursue better outcomes for all. The path to simplified retirement plan management: https://lnkd.in/dNMpd9sm #ASPPA

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While no one was looking, Total Alignment Charitable created a free-for-you financial education and financial planning nonprofit, offering personalized, one-on-one support tailored to individual needs. Today, it’s a beacon of hope for those facing financial challenges. Our story is about empowerment and integrity. Take action today. Every little step counts. Share if you believe in financial empowerment! 😊💪 #FinancialPlanning #Empowerment

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In today’s uncertain economic climate, budgeting is more important than ever. CFP Board Ambassador Scott Ward, CFP®, AIF®, AIFA® discusses how zero-based budgeting and budgeting apps can empower individuals to manage their finances effectively. Discover the pros and cons of different budgeting tools and how to choose the right one for your needs in Adam Clark Estes’ Vox article: https://lnkd.in/dcJTngsu #CFPpro #FinancialPlanning  

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Check out today's #MondayMarketMotivation from Christopher M. Brigati, Senior Vice President and Director of Strategic Initiatives at SWBC Investment Services, as he discusses the continued strength of fund flows and what we can expect for the month of September.

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