David Roberts, ChFC, MBA, PMP, EA’s Post

Retirement savings just got trickier! A new study reveals the 'magic number' to retire comfortably has hit a record high. Are you on track? Learn what you need to save and how to plan for your golden years: https://lnkd.in/emj4Rt8z via USA TODAY #FinancialLiteracyMonth

Looking forward to hearing about all the updates and innovations in the Later Living sector at the ARCO (Associated Retirement Community Operators) conference tomorrow. Let us know if you are going to be there too. https://lnkd.in/e36F2XpZ #whatsnext2024 #retirementliving #integratedretirementcommunities #AssaelArchitecture

Who are you without your career? Many people struggle to picture a life without work and it’s not always due to lack of savings. Even if you still have a long way to go until retirement, it’s worth thinking about who you are now without your job title. #retirement #estateplanning #wealthmanagement https://lnkd.in/evR_vmJH

Almar Latour: Mastering Media Leadership in Turbulent Times Explore Almar Latour's transformative leadership at Dow Jones, navigating financial turbulence and innovation in modern media. Discover more insights today. Read more: https://lnkd.in/ecpFTN69 Take control of your financial future with Moneynce.com. Get expert advice on investing, retirement planning, and money management. Build a secure future with actionable tips and tools that empower you to invest wisely and manage your finances like a pro. Start planning confidently for retirement today!

Tips for Successful Retirement Investing I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

Hi all. My latest column published on my Substack, Just the Business, previews what the listed retirement village operators will tell us when they report their annual results on Friday this week and Tuesday and Wednesday next week. The headline is: Can the listed retirement village operators dispel some murk? And you can find it here: https://lnkd.in/etEXi2d3

Approaching retirement and trying to decide if you should buy/sell or stay….can your current home be adapted to meet your future needs? Advice on aging in place….

Thanks for the insights about the qualitative aspects of deciding when to retire.

Money isn't everything... We have a lot of clients that work because they want to. Not because they have to. The key is to know when to stop. When will you retire? What will be your "triggering event"? Is it financial? Emotional? Physical? Everyone is different. And every financial plan needs to be customized to your individual needs & desires.

Happy to share my latest article!