”How much do I need to retire?” is the wrong question.
”Enough for what?” is the right one.
The number follows from that answer. wakepointe.com/insights/how-m…
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Scott Serfass
880 posts
Scott Serfass
@ScottSerfass
Securities offered through LPL Financial, Member SIPC https://t.co/btjDRa8w8g. WakePointe Wealth Advisors is an other business name of Independent Advisor Alliance, LLC
Charlotte, NC Katılım Mart 2011
215 Takip Edilen122 Takipçiler
In retirement, every day can feel like a Sunday.
So what does yours actually look like?
wakepointe.com/retirement-ima…
#RetirementPlanning #WakePointeWealth
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Break-even analysis treats Social Security like a bet on how long you'll live.
That's one factor.
For most couples, it's not even close to the most important one. wakepointe.com/insights/when-…
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What changes the day you retire that no financial spreadsheet can prepare you for?
More than you'd expect.
wakepointe.com/retirement-ima…
#RetirementPlanning #WakePointeWealth
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Wealth preservation is not a math problem. The families who navigate retirement well don't rely on just a spreadsheet...
wakepointe.com/retirement-ima…
#RetirementPlanning #WakePointeWealth
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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard myf.mg/gx0G
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Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches. myf.mg/gRUN
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Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? myf.mg/gxEt
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Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance myf.mg/fC6y
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Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. myf.mg/gQ8L
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Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. library-messages.com/c4cba6df-64e1-…
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Where will your retirement income come from? Do you know all the choices available? myf.mg/gPzI
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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt myf.mg/g7zK
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Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? myf.mg/gNPA
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You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity myf.mg/gNfk
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Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video. myf.mg/gMFW
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The choice of business structure is not a final decision. You may amend your business structure to your changing needs. myf.mg/gM5K
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Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. myf.mg/gLu6
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Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? myf.mg/fYRh
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