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Chart your course to a dream retirement! Future Needs Melbourne, your trusted partner in retirement planning. We secure your financial future. Schedule a consultation today and let's turn your retirement goals into reality. šŸŒhttps://futureneeds.com.au/ ā˜Ž0423484165 šŸ“ŒSuite 27, 1 Ricketts Road Mount Waverley Vic 3149 šŸ“§[email protected] #RetirementPlanningMelbourne #MelbourneRetirement #FutureNeedsAU #FinancialSecurity #RetireConfidently #RetirementGoals #FinancialPlanning #PeaceOfMind #WealthManagement #InvestInYourFuture #MelbourneFinance #Superannuation #PreRetirementPlanning #PostRetirementPlanning #FinancialAdvisor #FinancialWellness #MoneyManagement #GrowYourWealth #LiveTheLifeYouDeserve #PlanForTheFuture

5/23/2024, 10:30:11 PM

Retirement shouldnā€™t be stressful. Let NUQI Wealth be your partner in planning for a worry-free future. šŸ’ø Our robo-advisory platform and experienced financial advisors can help you build a diversified, sustainable portfolio to secure your golden years. āœØ Start planning today with NUQI! #RetireConfidently #NUQIWealth #ChooseBetter #SecureYourFuture #RoboAdvisory #FinancialPlanning #GoldenYearsPlanning #WorryFreeRetirement #FinancialAdvisor #PlanWithNUQI #personalfinance #makemoney #investmentadvice #impactinvesting #investingforbeginners #financialsolutions #sustainableinvesting #responsibleinvesting #sociallyresponsibleinvesting #financialfreedom #learninvesting #learntoinvest #financialtips #ethicalinvesting #stocksinvestment

5/12/2024, 1:01:47 PM

Worried about taxes eating away at your retirement savingsā“ Youā€™re not alone! But thereā€™s good news: with smart planning, you can minimize your tax burden and keep more of your hard-earned money.āœØ This infographic offers valuable tips to help youāš” Take control of your financial future! Get a FREE consultation with a retirement planning expert and enjoy a more secure and tax-optimized retirement.šŸ˜‡ #peaceofmindinretirement #taxplanning #financialwellness #smarterretirement #retirementrules #financialgoals #retireconfidently

5/9/2024, 3:56:34 AM

Ever dream of retiring on your own terms? Imagine waking up without a single worry about finances.šŸ’° Don't just hope for a secure retirement, chart a clear path to get there! šŸ¤‘ šŸ“ž Get a FREE consultation call today! Talk to a retirement specialist and unlock your dream retirement future!āš” #retireconfidently #financialroadmap #freeconsultation #investiva #yourdreamretirement

5/5/2024, 8:59:12 PM

šŸ’¼šŸ’”Picking investments solely based on past returns might lead to something other than future success. Research reveals that most top-ranked funds don't maintain their position over time. Only a fraction of equity and fixed-income funds consistently stay at the top. Instead of chasing past performance, focus on factors like fund strategy and long-term potential for better investment decisions! #Investing #FinancialInsights #SmartChoices #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy

4/16/2024, 4:00:20 PM

Why work with a financial advisor? Capital City has a team of experienced professionals that are committed to providing joy and comfort throughout the financial planning process. We know finances can be stressful, but with the help of CCFP, they don't have to be! Give us a call at 803.782.0671 or visit our website, linked in our bio, to chat with a financial advisor. Don't wait- create confidence in your financial future today! #CapitalCity #RetireConfidently #FinancialAdvisor

4/10/2024, 6:33:15 PM

It's easy to get swept up in the hype surrounding popular stocks like the Magnificent 7. However, overconcentrating your portfolio in these trendy picks can be risky. History shows that many fast-growing stocks lose their edge once they become top players in the market. Don't fall into the trap of chasing headlinesā€”diversification is key to long-term success! #Investing #Diversify #FinancialTips #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy šŸ“ŠšŸ’”

4/9/2024, 4:58:04 PM

Are you thinking of timing the market to avoid downturns? Think again! Predicting market movements is a risky business. Missing out on a short burst of solid performance could seriously impact your long-term wealth. Stay focused on your investment strategy and avoid the guessing game! #Investing #MarketTiming #FinancialPlanning #completeviewfinancial #RetireConfidently #LiveBetter #leavealegacy šŸš€šŸ’°

4/4/2024, 11:18:05 PM

āœ“ļøMyth Busted: Retirement Poverty Isn't Inevitable (Here's How) ā¬‡ļø Feeling anxious about running out of money after you clock out for good? You're not alone! But hold on, here's a surprising fact: retirement poverty is not a guaranteed fate. Many folks reach their golden years with surprising financial security. The key? Strategic planning, not panicking! Here are my tips to conquer your retirement fears: 1ļøāƒ£Know your numbers: Craft a realistic budget that factors in your desired lifestyle and healthcare costs. [There are plenty of free online retirement calculators to help you get started!] 2ļøāƒ£Harness the power of compound interest: Start saving early, even if it's a small amount. Time is your greatest financial asset! ļø 3ļøāƒ£Explore (and maximize!) employer retirement plans: Free money? Yes, please! Take advantage of any company matching programs for your 401(k) or similar plans. It's like free money growing for your future! 4ļøāƒ£Diversify your investments: Don't put all your eggs in one basket! Spread your savings across different asset classes to minimize risk. 5ļøāƒ£Consider a side hustle: Maybe you have a hidden talent or hobby that can bring in extra cash during retirement. Who knows, it could even become your new passion project! Never heard someone say retirement can be financially secure? Share this post and let's spread the word! What are your biggest concerns about retirement finances? Let's chat in the comments! #retirementplanning #financialsecurity #peaceofmind #retireconfidently #smartsavingtips #futureproofing #adulting101 #financiallyempowered #WorkOptionalRetirement

4/2/2024, 5:22:45 PM

šŸšØ Beware of phishing scams! Scammers use SEO to create fake websites that mimic trusted institutions. Please report any suspicious activity and stay vigilant! Visit our blog post to learn more #ScamAlert #FraudPrevention #StaySafe #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy

3/25/2024, 3:00:25 PM

šŸ’¼šŸ’” Stay ahead of the game by planning a multi-year strategy with tax brackets! Prepare now to optimize your financial strategy for the years ahead. #TaxPlanning #FinancialStrategy #StayInformed #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy šŸ“ŠšŸ’”

3/18/2024, 3:00:15 PM

šŸ”šŸ“Š Are you ready to conquer tax season like a pro? Our latest tips will help you navigate with ease! From gathering essential forms to reviewing previous returns, empower yourself with knowledge and preparation. Don't let tax season stress you outā€”stay informed for a smooth filing process in 2024! šŸ’”šŸ’° #TaxSeason #FinancialPlanning #StayPrepared #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy

3/11/2024, 6:43:30 PM

2024 Financial Checklist šŸš€ Ready for a prosperous 2024? February is ideal for tackling your financial checklist! From life events to taxes, take a moment to review and refine key areas for a confident retirement and legacy. #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy šŸ’¼šŸ’” #FinancialPlanning #2024Goals #WealthManagement

2/23/2024, 4:00:40 PM

Plan your financial year wisely! IRS has set contribution limits for 2024. Maximize your savings and investments with these limits for IRAs, 401(k)s, HSAs, and more. šŸ“ˆšŸ’° #FinancialPlanning #IRS2024 #InvestSmart #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy

2/19/2024, 4:00:25 PM

šŸ” New study delves into why retirees claim Social Security at 62, despite financial benefits. Psychology, ownership, and loss aversion influence decisions. Presenting lifetime totals leads to earlier claims, highlighting the challenge of convincing workers to delay benefits. Link in comments below šŸ“ŠšŸ¤” #Retirement #SocialSecurity #PsychologyResearch #CompleteViewFinancial #RetireConfidently #LiveBetter #LeaveALegacy

2/8/2024, 3:29:38 PM

Planning for retirement with taxes in mind can help your hard-earned savings last longer. With input from your tax professional, we can work together to determine which strategies make sense for you and your goals. #TheMyriasGroup #TaxSeason2024 #RetireConfidently

2/5/2024, 5:00:28 PM

Are you worried that inflation will ruin your retirement plans? Donā€™t panic ā€“ hereā€™s what you can do. Inflation has been a big problem lately, especially for people who have retired. Your Social Security payments might not increase enough to keep up with rising prices. A good way to fight this is by investing your retirement savings in things that might grow more, like stocks. You might not know this, but thereā€™s a big Social Security bonus that a lot of retirees donā€™t even use. Inflation has been high since 2021 and is still a problem. It means that saving money today might not be worth as much in the future when you retire. A lot of people close to retiring are really worried about inflation. In a survey, they said itā€™s their biggest worry about retirement money. If youā€™re scared about costs going up, you should think about investing more boldly now. Retirees usually depend on Social Security money when they stop working. Social Security does try to increase payments each year to help with inflation. But, even when these increases are big, they often arenā€™t enough. If youā€™re scared about inflation affecting your retirement, you should invest your savings in things like stocks, even though itā€™s a bit risky. This risk could pay off with more money in the end. For example, if you invest $200 every month in a safe way, you might end up with around $290,000 after 40 years. But if you invest that same money in stocks, you could end up with about $622,000 ā€“ thatā€™s more than double! Itā€™s clear why inflation worries a lot of people who are about to retire. But even if youā€™re not retiring soon, you should still think about it. The key is to take some risks with your investments. If you play it too safe, you might not have enough money when you retire. So, think about investing more boldly to protect your future.

1/30/2024, 6:53:51 PM

šŸŒšŸ“Š Are you ready for what lies ahead in 2024? View our latest blog to read the Market Review recap of 2023 #MarketTrends #EconomicResilience #2023Review #FinanceInsights #completeviewfinancial #retireconfidently #livebetter #leavealegacy

1/26/2024, 7:00:30 PM

Dreaming of a sunny retirement? Get your future covered with Insurance Padosi! Our personalized plans, powered by 2400+ data points, ensure you have the right coverage for a worry-free retirement. Get your IHR now and secure your golden years. Check your Insurance Health Report now! #AskIP #InsurancePadosi #IHR #FutureGamePlan #InsurancePadosiIHR #IHRPowerMove #InsuranceMadeEasy #RetireConfidently #YourJourney #InsuranceGuide #ExploreOptions #YourMoneyYourRules #InsuranceLiteracy #MakeInformedDecisions #EmpoweredDecisions #SecureFuture #InsuranceYourConstantCompanion #LifeJourney #FinancialSecurity #InsuranceLiteracy #MillennialEmpowerment #UnleashYourInnerExplorer

1/22/2024, 8:09:08 AM

Start the week off right! You are in charge of your day, your week, your month, your year!! Wake up and be amazing! #simplypassivecourse #simplypassive #digitalmarketing #digitalmarketingcourse #profitwithig #retireconfidently #over50women #midlifewomen #midlifefinancialfreedom

1/21/2024, 11:37:54 PM

How much do you need for retirement? Tune in to the Atlanta Retirement Report during the @11alive News this weekend to hear Barry Spencer, Retirement Financial Planner and Co-Creator of Wealth With No Regrets, share his thoughts on what a retirement plan should look like. You'll also find out how to receive your FREE Retirement Resource Kit. . . #AtlantaRetirementReport #RetireConfidently #RetirementBuiltForConfidence #Retire #RetirementPlan #RetirementPlanning #RetirementGoals #FinancialPlanning #FinancialPlan #AtlantaRetirement #AtlantaNews #FinanceNews #TaxesinRetirement #Taxes #TaxPlanning . . Disclosure: This feature constitutes an advertisement paid for by Boomfish Wealth Group LLC.

1/5/2024, 4:00:31 PM

The Atlanta Retirement Report is back this weekend! Each week, the Creators of Wealth With No Regrets will share retirement and financial insights with viewers during the @11alive Saturday 8:30 AM News and Sunday 6:00 PM News. Tune in to hear thoughts from Barry Spencer and Scott Noble, CPA/PFS. . . . . #AtlantaRetirementReport #RetirementPlanning #RetirementPlan #RetirementGoals #Taxes #RetirementTips #TaxTips #FinancialPlanning #FinancialPlan #AtlantaFinancialPlanner #RetireConfidently #retire . . . . Disclosure: This feature constitutes an advertisement paid for by Boomfish Wealth Group LLC.

1/4/2024, 8:16:42 PM

Bestgate Wealth Advisors will be closed on Monday, January 1st, to ring in the New Year with our loved ones. As we bid farewell to the old and embrace the new, we extend our warmest wishes to you for a year filled with boundless joy, happiness, and laughter! #HappyNewYear #CheersTo2024 #RetireConfidently

12/31/2023, 4:15:09 PM

Start the new year on a wealth-wise note! Knowledge is power, and understanding you finances is the first step toward building wealth and securing your future. What financial topics are you eager to learn about in the upcoming year? Share your goals with us! #FinancialEducation #WealthPlanning #NewYearNewKnowledge #RetireConfidently

12/30/2023, 11:00:06 PM

When it comes to planning for your golden years, thereā€™s one word that stands out: CONSISTENCY. Hereā€™s why itā€™s your secret sauce for a secure retirement: *Consistently funding your retirement accounts, like a 401(k) or IRA, over time can lead to substantial savings. Itā€™s like planting seeds that grow into a financial forest! *Retirement planning is a marathon, not a sprint. Consistency keeps you on tract to achiever your long-term financial goals and dreams. *Knowing you are consistently working towards a secure retirement provides peace of mind and confidence in your financial future. #FinancialConsistency #RetirementPlanning #SecureFuture #RetireConfidently

12/28/2023, 4:00:53 PM

Looking for financial harmony as a couple? Check out "Smart Couples Finish Rich" by David Bach! This invaluable read offers expert advice on managing money together, planning for a prosperous retirement, and building wealth as a unified team. Strengthen your financial partnership today! If you have already read it, we would love to get your feedback. Share what you learned in the comments! #BookRecommendation #Wealth #RetireConfidently

12/27/2023, 6:00:29 PM

Wishing you a Merry Christmas filled with joy, love, and cherished moments! From all of us at Bestgate Wealth Advisors, may your holiday season be merry and bright! #MerryChristmas #HappyHolidays #RetireConfidently

12/25/2023, 2:01:30 PM

True or False? You should start saving for retirement in your 20s. Tell us your opinion! #TrueOrFalse #YourOpinion #RetireConfidently

12/23/2023, 9:00:07 PM

Ladies in your 50s, it's time to take charge of your financial future! Here are some expert tips to help you make savvy year-end decisions: Factor in potential healthcare expenses in your retirement planning. Explore options like long-term care insurance. Ensure your wishes are reflected in your estate plan - wills, trusts, beneficiaries. Itā€™s your legacy, make it count! Take full advantage of higher contribution limits that may be available to you in your 50s to boost your retirement savings. Define your financial objectives for the upcoming year. Savings targets, investment plans, and debt reduction strategies will pave the way. Empower yourself with financial knowledge and make 2024 a year of financial strength! #FinancialWisdom #YearEndPlanning #RetireConfidently

12/21/2023, 6:00:32 PM

In celebration of Christmas, our office will be closed on Monday and Tuesday to allow our team to spend quality time with their loved ones. #FamilyTime #Christmas #QualityTime #RetireConfidently

12/20/2023, 2:00:55 PM

Are you exploring the idea of joining forces with Bestgate Wealth Advisors? Take a stroll down our new client roadmap, follow the steps and reach out to us. Our dedicated team will assess if weā€™re the perfect match to embark on this financial journey together. Click the #LinkInBio to visit our new client roadmap #FinancialPartnership #NewBeginnings #FinancialPlanning #RetireConfidently

12/19/2023, 6:00:05 PM

Discover the benefits of a 529 plan! A 529 plan is a smart savings tool designed for future education expenses, complete with tax advantages. Perfect for parents, grandparents, and eager learners alike! Plus, here's a bonus: No annual contribution limit, and individuals can contribute up to $17,000 per year (no gift tax return required). Couples? Double that! Invest in knowledge, and secure your loved ones' educational dreams. #529ForTheirFuture #CollegeSavings #EducationAccount #RetireConfidently

12/16/2023, 3:00:05 PM

The holiday magic has arrived in Frederick, and there's a world of festive activities waiting for you! From Santa Claus meet-ups and enchanting Nutcracker performances to delightful tunes by our local children's choir, there's something special for every heart to enjoy. Join in the merriment. Visit the #LinkInBio to explore what Frederick has to offer. #FrederickMD #HappyHolidays #RetireConfidently

12/15/2023, 7:00:39 PM

Are you a woman in your 50s, stepping into the next exciting chapter of your life and seeking to make wise financial choices for your future? With retirement on the horizon and lifeā€™s unexpected twists, itā€™s time to seize control. Proactive planning can pave the way for a secure future. Reach out to us and letā€™s have a conversation about how you can enter this next stage with confidence. Click the #LinkInBio to schedule a meeting. #SecureYourFuture #WomenInTheir50s #NextChapter #RetireConfidently

12/15/2023, 3:30:23 PM

When it comes to guidance on retirement planning, deciphering reliable information can be a challenging task. Our goal is to unravel the myths surrounding retirement planning and assist you in getting ready for the future. Click the #LinkInBio to schedule a free consultation #RetirementPlanning #RetirementHelp #RetireConfidently

12/14/2023, 4:00:43 PM

Our latest blog article reveals 6 lesser-known secrets to boost your financial security in retirement. Take a look - you may be surprised with what you learn! #LinkInBio #YearEnd #Planning #PersonalFinance #RetireConfidently

12/6/2023, 6:00:35 PM

Did you know? A recent CNBC Your Money survey found that 56% of Americans don't believe they're on track for a comfortable retirement. With Massie Financial Planning, ensure you're not part of that majority. Let's work together for a brighter future. Schedule a call here: https://calendly.com/massiefp. #RetirementReadiness #RetireConfidently #MassieInsights

12/6/2023, 4:30:19 PM

As the year winds down, it's time for some smart financial moves! Don't miss our latest blog diving into 5 crucial end-of-year tax planning tips. Maximize your savings, optimize your tax situation, and step into the new year with financial confidence! #LinkInBio #Retirement #YearEndTips #RetireConfidently

12/5/2023, 7:00:32 PM

Are you on track to live your dream retirement? If you're not 100% confident, schedule a call with Barry Spencer, Retirement Planning Advisor and Co-Creator of Wealth With No Regrets, to gain clarity about where your retirement stands today. No obligation. No pressure. 100% complimentary and confidential. Schedule your conversation at the link in our bio. #RetirementGoals #RetirementPlan #RetirementPlanning #RetirementDreams #Retire #RetireConfidently #FinancialPlanning #FinancialPlan #FinanceTips #RetirementTips #RetirementResources

11/16/2023, 7:00:25 PM

Smart money moves for every life stage: Invest wisely, retire confidently, safeguard your earnings. #smartmoney #investwisely #retireconfidently #safeguardearnings #financialwisdom #lifestageinvesting #smartinvesting

11/14/2023, 10:15:15 PM

Are your financial strategies at work for you? A retirement plan should not be a one-size, fits all template... it should be unique to YOU. Schedule your complimentary, confidential 15-minute Retirement Strategy Conversation to go over your plan with a Retirement Financial Advisor and see if your plan will allow you to have a retirement unique to your lifestyle at the link in our bio. #FinancialPlanning #RetirementPlanning #RetirementGoals #RetirementDreams #FinanceTips #FinanceNews #FinancialNews #Retirement #RetireConfidently #Retire

11/10/2023, 4:01:43 PM

Barry is back on @atlandco next week to bring viewers more financial and retirement planning insights! Tune into @11alive on Tuesday, November 14 at 11:00 AM to hear him share. In the meantime, you can check out his previous appearances on Atlanta & Company at the link in our bio! #11Alive #AtlantaNews #AtlantaandCo #atlandco #financenews #financeinsights #financialplanning #retirementplanning #retirement #retireconfidently

11/7/2023, 2:00:23 AM

We love to tell our hard-working clients to take the trip! Make sure your financial plan allows you to reap the rewards of your hard work. Not sure where your retirement stands? Schedule a complimentary, confidential, 15-minute phone conversation with Wealth With No Regrets Co-Creator and Retirement Financial Advisor, Barry Spencer to discover potential opportunities in your plan by clicking the link in our bio! #Travel #FinanceNews #FinanceInsights #TravelList #BucketList #RetirementDream #RetirementPlan #RetirementGoal #Retire #RetireConfidently #Retirement #FinancialPlanning #FinancialPlanner

11/3/2023, 6:00:11 PM

Are you confident that you're retirement income can support your lifestyle? Have you put your retirement plan through a stress-test? Retirement should be a treat, not a trick! See where your retirement stands by scheduling a complimentary, confidential, 15-minute Retirement Strategy Phone Conversation with Barry Spencer, Co-Creator of Wealth With No Regrets and Retirement Planning Advisor by clicking the link in our bio. #HappyHalloween #RetirementGoals #RetirementDreams #Retirement #retirement #retirementplanning #financialplanning #financenews #financetips #retirementtips #retireconfidently

10/31/2023, 3:59:07 PM

The winter months will be here before you know it! Where will your winter wanderlust take you? Do you dream of escaping to sun-kissed beaches, sipping cocktails in the tropics? Or, Do you embrace the season, relishing in the snowy landscapes and cozying up by the fireplace? As you begin to plan your winter getaway, share with us if you are Team Tropical or Team Snowy Wonderland? Comment below and let the winter travel dreams begin! #WinterGetaway #TropicalVsSnowy #Retirement #Savings #FinancialPlanning #RetirementPlanning #RetirementSavings #Strategies #FinancialStrategies #FinancialExperts #401K #Assets #FinancialFuture #RetireConfidently

10/30/2023, 11:01:10 AM

If you are a woman in your 50s and you have a high deductible healthcare plan, you may want to consider funding your Health Savings Accounts (HSA). If you are an individual, you can contribute up to $3,850 in 2023, while family contributions are capped at $7,750. HSAs arenā€™t just for medical bills. They are an under the radar retirement savings gem! Consider treating it like an investment account, and youā€™ll thank yourself during retirement. Reimagine your HSA. Todayā€™s contributions are tomorrowā€™s retirement rewards. #HSA #RetirementPlanning #HealthSavingsAccount #FinancialContributions #MedicalBills #Investments #RetirementSavings #InvestmentAccounts #Retirement #FinancialPlanning #FinancialAdvisors #WealthPlanning #FinancialFuture #FinancialExperts #RetireConfidently

10/28/2023, 5:01:33 PM

Year-end planning is crucial, especially if you are considering ROTH conversions. With potential tax advantages on the line, donā€™t miss out on optimizing your financial moves before we bid this year goodbye. Now is the time to make informed decisions for a prosperous future. If you need some assistance getting ahead of the curve, contact our office today. #LinkInBio #Rothtober #YearEndFinance #RothConversion #FinancialPlanning #FinancialAdvisor #PrepForYourFuture #FinancialPlanner #FinancialExperts #TaxStrategy #FinancialFuture #Taxes #Retirement #Retire #RetireConfidently

10/27/2023, 4:01:42 AM

What does your retirement dream look like? We're here to help you figure out how to achieve retirement to the fullest. Schedule your complimentary, confidential, 15-minute Retirement Strategy session with Barry Spencer to see what that could look like for you at the link in our bio. #retirementplanning #retirementgoals #retirementdream #retirement #retireconfidently #retire #financialplanning #financialplanner #financialadvisor #retireabundantly

10/26/2023, 8:00:26 PM

What are the contribution limits for a 529 Plan in the state of Maryland for 2023? A. $418,000 B. $305,000 C. $396,000 D. $500,000 . . . . . The correct answer is D - $500,000 #Trivia #529ForTheirFuture #529Plan #RetireConfidently

10/24/2023, 9:00:32 PM

When designating beneficiaries, itā€™s important to know that the designations on individual policies and retirement accounts supersede a written Will. Make sure your beneficiary designations reflect your wishes. #Beneficiaries #Will #EstatePlanning #Designations #Retirement #FinancialLiteracy #FinancialExperts #FinancialAdvice #FinancialPlanning #FinancialTips #WealthPlanning #PlanForTheFuture #RetirementBenefits #RetireConfidently

10/22/2023, 7:01:00 PM

Are you dreaming of a bright educational future for your children? The key may be a #529Plan. Not only do you get tax-free withdrawals for qualifying expenses, but you can also tap into up to $10,000 yearly for K-12 education. Talk about getting ahead of the curve. Ensure your childā€™s academic journey shines brightly from kindergarten to college graduation. Ask us how to get started. #ChildrensEduction #TaxFree #HigherEducation #CollegeTuition #CollegeExpenses #EstatePlanning #Trust #FinancialPlanning #FamilyPlanning #FamilyFinances #FamilyBudget #FinancialPlan #PlanForTheFuture #RetireConfidently

10/20/2023, 9:00:44 PM

A fiduciary has the highest ethical and legal obligation to put client interests ahead of their own compensation or any other considerations. At Bestgate Wealth Advisors, we are fiduciaries: this is a fundamental value and we never compromise our integrity. If youā€™re looking for advisors who always provide advice in the best interest of you, complete our contact request form and letā€™s determine if we might be a good fit to work with each other. #LinkInBio #GettingToKnowYou #Fiduciary #RiskManagement #FinancialEducation #Investments #Investing #FinancialExperts #FinancialPlanning #FinancialRisks #FinancialAnalyst #WealthManagement #MoneyExperts #FinancialAdvice #RetireConfidently

10/18/2023, 8:00:55 PM

True or False? After the age of 70.5 you can directly contribute to charitable organizations from your IRA? . . . TRUE - Direct donations bypass the tax liability you would create by withdrawing it, paying taxes on it, and then donating the remainder. #CharitableContributions #TaxLiability #FinancialPlanning #FinancialAdvisor #InvestmentAdvisor #FinancialPlanner #FinancialExperts #TaxStrategy #FinancialFuture #Taxes #Retirement #TaxManager #Assets #RetireConfidently

10/16/2023, 12:00:53 PM

Will Friday the 13th be lucky for you? Let's talk! #fridaythe13th #luckyfriday13th #letstalk #retireconfidently

10/13/2023, 9:08:51 PM

Calling all women approaching their fabulous 50s! Your 50s are more than just a milestone; they mark a pivotal juncture in your financial journey. With retirement peaking over the horizon and lifeā€™s twists & turns possibly taking shape, NOW is the moment to take charge! Proactive planning today can set the foundation for a secure and comfortable tomorrow. Contact our office today and letā€™s talk about how you can navigate this stage more confidently. #LinkInBio #SecureYourFuture #FinancialEmpowerment #Invest #LetsMakeItHappen #FinancialIndependence #FinancialPlan #PlanForRetirement #Retirement #LiveLife #WealthPlanning #RetireWealthy #FuturePlans #FinancialExperts #RetireConfidently

10/13/2023, 4:00:13 AM