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RETIRING SOON? DON’T LET THE BOTTOM FALL OUT. Avoid these financial mistakes: 1. Failing to maximize retirement contributions 2. Not analyzing Social Security options 3. Taking on unnecessary debt 4. Investing like you’re still 25 5. Overspending on children 6. Neglecting to plan for your desired retirement lifestyle Act fast. For guidance, reach out soon! WSJ Personal Finance

FINANCIAL MISTAKES TO AVOID IF YOU’RE RETIRING IN THE NEXT 5 YEARS 1. Failing to maximize retirement contributions 2. Not analyzing Social Security options 3. Taking on unnecessary debt 4. Investing like you’re still 25 5. Overspending on children 6. Neglecting to plan for your desired retirement lifestyle Act fast. For guidance, reach out soon! #retirementplanning #financialplanning Source: WSJ Personal Finance

Financially sound? 🎧 Here are Case Wealth Management top tips for managing your finances. Make a budget - add up your monthly income minus your monthly expenses. Track your spending each month - this allows you to identify regular spending patterns and make cuts where you can. Start saving for retirement - if you’re part of the 68% of people that worry about their retirement, start saving using specialist retirement accounts or through your employer. Start an emergency savings fund - for any unforeseen emergencies! Pay off your debts - start by paying off your smallest debts first or debts with a higher interest rate, consolidate your debts if you can. Establish good credit - pay on time, only borrow what you need and don’t get close to your credit limit. Monitor your credit score. casewealth.co.uk #casewealthmanagement #financialhealth

RETIRING SOON? DON’T LET THE BOTTOM FALL OUT. Avoid these financial mistakes: 1. Failing to maximize retirement contributions 2. Not analyzing Social Security options 3. Taking on unnecessary debt 4. Investing like you’re still 25 5. Overspending on children 6. Neglecting to plan for your desired retirement lifestyle Act fast. For guidance, reach out soon! #retirementplanning #financialplanning Source: WSJ Personal Finance

Unveil the secrets to being financially savvy with these top tips! 1️⃣ Teach kids money smarts 🍼💸 2️⃣ Avoid credit traps 💳🚫 3️⃣ Plan savings wisely 📈 4️⃣ Master budgeting 📊 5️⃣ Invest smartly 📉 6️⃣ Customize your financial plan 🧩 7️⃣ Avoid quick-rich schemes 💨💰 8️⃣ Maintain discipline in retirement 🛤️💪 #TopFinancialTips #SmartMoneyMoves #BudgetingBasics #InvestmentStrategy #RetirementPlanning

For long-term stability and peace of mind, strategy must go beyond simply accumulating wealth. Here are 𝘁𝗵𝗿𝗲𝗲 𝘁𝗶𝗽𝘀 to help you navigate this crucial aspect of financial planning during retirement: 🔍 𝗥𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 𝗿𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 - Keeping track of where your money goes can help you identify areas where you may be overspending. 💸 𝗣𝗮𝘆 𝗱𝗼𝘄𝗻 𝘆𝗼𝘂𝗿 𝗱𝗲𝗯𝘁𝘀 - By reducing your debt burden, you can free up more funds for essential expenses and long-term savings. 🏡 𝗥𝗲𝗹𝗼𝗰𝗮𝘁𝗶𝗻𝗴 𝘁𝗼 𝗮 𝗹𝗼𝘄𝗲𝗿-𝗰𝗼𝘀𝘁 𝗮𝗿𝗲𝗮 - If your expenses are stretching your finances, consider relocating to an area with lower housing, utility, and other costs. Ready to dive deeper into retirement planning and financial planning? See our link in bio to call us and request your copy of 𝙏𝙝𝙚 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙂𝙖𝙢𝙚 today! 📚 #author #financialeducation #retirementplanning

According to a Consumer Financial Protection Bureau report, 63% of people have no emergency savings or less than a month's income for unexpected situations. Financial challenges don't wait for retirement—so why should your savings strategy? Have you considered adding the new Pension-Linked Emergency Savings Account (PLESA) benefit to your retirement program? Consider some benefits of PLESAs: 👍Emergency Access: Bridge the gap between today's emergencies and tomorrow's retirement without derailing your financial plan. 👍Tax-Free Withdrawals: Contributions made after-tax; no penalty on withdrawals for your unforeseen needs. 👍Boost Your Benefits: Leverage employer matching to accelerate long-term savings growth. 👍Promote Financial Security: PLESA can help stave off debt and protect against the stress of unexpected expenses. Don't let short-term setbacks compromise your future. By integrating PLESAs into retirement planning, you can position yourself on a path to financial well-being. Curious about how PLESA can fortify your financial foundation? Click the link in the comments to read our latest article.

I am an education junkie. For example, I have watched over 100 hours watching nearly every TedTalk on the Internet. Many are interesting. But only a few are worth your time. Here is a list of my 10 favorites—that will help you maximise your retirement: 1. The Battle Between Your Present and Future Self 2. 3 Ways to Plan For the (Very) Long Term 3. The Surprising Science of Happiness 4. The Cost of Financial Dependence 5. Life’s Third Act 6. How to Live to Be 100+ 7. Less Stuff, More Happiness 8. The Habits of Happiness 9. A New Way to Think About Inheritance 10. How Societies Can Grow Old Better Contact us for personalised financial advice! 📈💼 #RetirementPlanning #Superannuation

A 2023 survey found that about three out of four U.S. adults had a financial regret. The most common were not saving for retirement early enough, taking on too much credit card debt, and not saving enough for emergency expenses. It's probably not surprising that the weight that people placed on these and other regrets varied by generation — and regret about not saving early enough for retirement was higher for those closer to retirement age. https://ow.ly/WyQY50S4FqT #401k #403b #Pensionmark #orangecounty #oc #retirement #planadviser #fiduciary #retirementplanning #financialplanning #pension

If your biggest fear in retirement is running out of money prematurely, you're not alone. But being proactive and putting plans in place by working with a financial adviser could help bring your financial concerns under control. Find out how you can gain peace of mind: https://lnkd.in/gzbB7UzM