Developing a retirement strategy? It's critical to know the differences between investment types.
4JWEALTH.COM
Traditional vs. Roth IRA
For long-term investors, be careful getting sucking into the short-term rhetoric around prospective stock market returns given a Democratic or Republican Presidency. The market's performance has been fairly agnostic as to which party is in office.
#election2020 #stockmarket
Your local library is for more than just books; you might enjoy special programs and events organized there, which may help you meet fellow retirees and explore new interests.
Lifestyle inflation can be the enemy of wealth building.
4JWEALTH.COM
Keeping Up with the Joneses
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
4JWEALTH.COM
Coaches
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
4JWEALTH.COM
Retirement Redefined
Age Trend: Stay up to date on the ins and outs of when to start receiving Social Security benefits.
4JWEALTH.COM
When Should You Take Social Security
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
4JWEALTH.COM
Monthly Market Insights | October 2020
Thinking of starting a business in retirement? If you want to get out of the house, but aren’t interested in the overhead of an office, look into renting a “hotdesk” from a local workshare office environment.
Here are eight mistakes to avoid when #saving #retirement.
4JWEALTH.COM
Eight Mistakes That Can Upend Your Retirement
Ever heard of a Roth 401(k)? Would one be right for you?
4JWEALTH.COM
What Is a Roth 401(k)?
Check out 4J Wealth's most recent webinar to learn different strategies you can use to best navigate taxes while you're in Retirement!
YOUTUBE.COM
4J Wealth Webinar - Taxes in Retirement
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
4JWEALTH.COM
Social Security: The $64,000 Question
4J Wealth Management updated their website address.
4J Wealth Management updated their website address.
Staying active is important in retirement. Joining a gym or taking a fitness class might be one way to do that. Another way might be to walk more and drive less. Even one short walk each day could be beneficial.
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
4JWEALTH.COM
Understanding the SECURE Act
Retirees often receive discounts at restaurants and other eateries. Sometimes, though, you might get greater satisfaction by sharpening your culinary skills. Consider taking a cooking class, so you can eat well at home too.
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
4JWEALTH.COM
Buying vs. Leasing a Car
Check out 4J Wealth's most recent webinar about Estate Planning In the Time of Coronavirus. #financialplanning #estateplanning #retirement
YOUTUBE.COM
4J Wealth Webinar - Estate Planning During Time of Coronavirus
Gardening checks many boxes: it’s an outdoor activity offering moderate exercise, it can provide nutritious food and beautify your living space, and best of all, it’s a fun hobby with satisfying results.
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
4JWEALTH.COM
Lesser Known Provisions of the SECURE Act
When it comes to taxes in retirement, having an understanding of IRAs, Roth IRAs, and planning can make a big difference in the end. Remember: IRA Roth conversions are a valuable tool in retirement. Check out our article that was published in U.S. News and World Report! https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/tax-planning-during-the-gap-years-in-retirement
#4jwealth #wealthmanagement #retirement #taxplanning
You’ll need to weigh several factors before retiring abroad.
4JWEALTH.COM
Thinking of Retiring Abroad?
Concerned about the social impact of your investments?
4JWEALTH.COM
Investing with Your Heart
We are committed to you! For the past 10 years, our financial planners have worked together to ensure that our clients receive the best service possible and offering great educational resources. Contact us to learn more – 703-566-9573
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
4JWEALTH.COM
Social Security: The Elephant in the Room
Check out our FREE webinar on Tuesday, November 17, 2020, at 11:00 AM (eastern). This webinar will discuss the market’s historic performance in 2020. Additionally, we will look at the potential future market direction based on recent events and the secular changes/tailwinds in the economy.
Register and join us through this zoom link in the comments ⬇️⬇️⬇️
After retirement, it feels like you have all the time in the world. Use that time to meet up with loved ones and build your personal relationships! Share those secret family recipes, take the family to your favorite park, anything that gives you time with the people you love!
When it's a long-term financial commitment, take the time to examine the pros and cons.
4JWEALTH.COM
Universal Life Insurance
Feeling overwhelmed about retiring? Start by reading Josh's article about approaching retirement with these 5 principles in Sixty and Me.
https://sixtyandme.com/psychology-of-retirement-principles/
SIXTYANDME.COM
The Psychology of Retirement Is Built on These 5 Principles | Sixty and Me
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
4JWEALTH.COM
Mastering Mobile Lingo
Post-Retirement is the perfect time to rediscover the passions you used to have an interest in! Now, you’ll have a lot more time to get back in the swing of things.
#4jwealth #wealthmanagement #retirement #taxplanning
Are you in a position of needing a better understanding of long-term care? We have the perfect resource for you! Check out our presentation, “Insurance Matters: Long-Term Care Protection Strategies”. You’ll get those questions answered and receive additional advice. https://www.4jwealth.com/resource-center/insurance/long-term-care-protection-strategies
#4jwealth #wealthmanagement #insurance #longtermcare #protection
Do your kids have the right stuff for college? #CollegePrep
4JWEALTH.COM
Countdown to College
Have you always wanted to volunteer, but never had the opportunity to? Post-retirement is the perfect time to gather some friends and family, and volunteer for something you care about!
#4jwealth #wealthmanagement #retirement #postretirement #legacy #financialplanning
Our focus is always on you, no matter what! Our services range from financial planning to investment management. Head to our website to learn more! 4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
That big list of dreams and goals isn't the only way to look at your bucket list.
4JWEALTH.COM
A New Way to Look at Your Bucket List
These key concepts will give you a better understanding what it takes to create an investment portfolio that’s designed to pursue your investment goals! View the whole presentation here ✅ - https://www.4jwealth.com/resource-center/investment/5-smart-investing-principles
#4jwealth #wealthmanagement #retirement #taxplanning
We are driven to learn about your most valued goals and dreams. We want to help you accomplish these by developing a financial plan, short-term or long-term, that fits your lifestyle! No matter where you are in your journey, we’re here to help!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Working for so many years adds stress to a person’s mind and body. Retiring can feel like a weight lifted off of your shoulders. However, there tends to be a different type of stress that appears – unpredictability. Take a look at our published post on https://qoo.ly/39ghvq and discover the 5 principles that the psychology of retirement is built on - https://https://qoo.ly/39ghvq/psychology-of-retirement-principles/
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
When considering a record keeping system for your business, you need to ask yourself some very important questions
4JWEALTH.COM
Keeping Good Records is Good Business
Happy Thanksgiving from your friends at 4J Wealth Management! 🦃🥧
Have you always been a creative person but never had time to keep up with your passion? Get your artistic juices flowing. Some fun activities you can do are painting, drawing, sewing, and knitting.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
4JWEALTH.COM
When Should You Take Social Security
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
4JWEALTH.COM
Monthly Market Insights | December 2020
Unexpected things happen in the world every year, and unexpected events cause an unpredictable market. Check out our blog post about this topic - https://www.4jwealth.com/blog/why-do-stocks-climb-a-wall-of-worry
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
How literate are you when it comes to your finances? Brush up with these five basics.
4JWEALTH.COM
The Five Basics of Financial Literacy
Have you ever wondered how to stay active in retirement? Post-retirement is a great time to pick up a new love of fitness! You could go hiking, walking, jogging, or biking. Whatever it may be, it’s never too late to do something that will benefit your health!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
4JWEALTH.COM
Value vs. Growth Investing
Our main goal is to help improve people’s relationship with money. Money offers people freedom from working or an independent lifestyle or a legacy. We minimize fear, anxiety, or uncertainty by utilizing a process called Plan Your Way.
Learn about the Plan Your Way process on our website - https://www.4jwealth.com/how-we-help-you
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The sooner you begin investing, the longer your money can work for you.
4JWEALTH.COM
The Cost of Procrastination
Manage your affairs during your lifetime and control the distribution of your wealth after death. Identify appropriate estate planning documents and ensure transfer taxes and expenses are minimized and assets are protected from creditors. Let us help you! Head to our website to learn more – 4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
4JWEALTH.COM
Jane Bond: Decoding Diversification
We are in the age of digital payment and peer-to-peer payment apps are one of the newest ways to send. Don’t let this scare you! Check out a quick video on how these apps can make our lives easier - https://www.4jwealth.com/resource-center/money/no-cash-no-check-no-problem
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have a strategy for discussing healthcare with your parents. #AgingParents
4JWEALTH.COM
Caring for Aging Parents
We understand the many personal finance challenges that families face today and that they can be extremely overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Give us a call today to learn more about our wealth management services – 703-566-9573
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you ever wondered how to stay active in retirement? Post-retirement is a great time to pick up a new love of fitness! You could go hiking, walking, jogging, or biking. Whatever it may be, it’s never too late to do something that will benefit your health!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
4JWEALTH.COM
Value vs. Growth Investing
Happy Holidays from the 4J Wealth Management quaran-TEAM! We hope you have a happy and healthy new year! ❤️
2020 brought us many life obstacles. One of them would be the change and increased use of technology – especially in older generations. Check out our blog post about our financial planning has changed along with technology - https://www.4jwealth.com/blog/the-rise-of-technology-and-financial-advice
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
What do you want your legacy to be? 💭
Get in touch with one of our financial experts today to determine how you can redesign your life after retirement – 703-566-9573
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
4JWEALTH.COM
Jane Bond: Decoding Diversification
We are in the age of digital payment and peer-to-peer payment apps are one of the newest ways to send. Don’t let this scare you! Check out a quick video on how these apps can make our lives easier - https://www.4jwealth.com/resource-center/money/no-cash-no-check-no-problem
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have a strategy for discussing healthcare with your parents. #AgingParents
4JWEALTH.COM
Caring for Aging Parents
One of our many services is Risk Management. Let us review and analyze ‘what-if’ scenarios that could alter the course of one’s life. It’s very important to consider many factors when evaluating your finances!
Head to our website to let us know how we can help you today! – 4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The Setting Every Community Up for Retirement Enhancement Act creates the broadest implication to retirement account laws since the Pension Protection Act in 2006. But what does this mean for you and your retirement? Head to our website to view this full blog post - https://qoo.ly/39xbhz
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Happy Holidays from the 4J Wealth Management quaran-TEAM! We hope you have a happy and healthy new year! ❤️
2020 brought us many life obstacles. One of them would be the change and increased use of technology – especially in older generations. Check out our blog post about our financial planning has changed along with technology - https://www.4jwealth.com/blog/the-rise-of-technology-and-financial-advice
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
What do you want your legacy to be? 💭
Get in touch with one of our financial experts today to determine how you can redesign your life after retirement – 703-566-9573
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
4JWEALTH.COM
Jane Bond: Decoding Diversification
Many people believe retirement leads to a boring and lazy life. It is in fact the complete opposite. Retirement is what you make of it, so change your life in a more positive way! Start with letting us help manage your finances.
Head to our website to learn more about our services: https://www.4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Our very own, Joshua Goulding, was recently published in U.S. News and World Report. His article highlights how important it is to review your retirement portfolio to see if it requires adjustments for the new market environment. Retirees may be forced to take on this new perspective, whether they want to or not.
Read the full article here: https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/income-portfolio-strategies-with-low-interest-rates
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
HAPPY 2021! 🎉 What is a new year's resolution you would like to strive for this year?
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
One of our many services is Risk Management. Let us review and analyze ‘what-if’ scenarios that could alter the course of one’s life. It’s very important to consider many factors when evaluating your finances!
Head to our website to let us know how we can help you today! – 4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The Setting Every Community Up for Retirement Enhancement Act creates the broadest implication to retirement account laws since the Pension Protection Act in 2006. But what does this mean for you and your retirement? Head to our website to view this full blog post - https://qoo.ly/39xbhz
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Happy Holidays from the 4J Wealth Management quaran-TEAM! We hope you have a happy and healthy new year! ❤️
Have you ever thought about becoming a mentor during retirement? Don’t waste your many years of education. It’s a great way for you to share knowledge with the new generation of professionals.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
How do you choose the right financial advisor for you? This is important to think about because this person will be managing your money and will give you financial guidance through your changing life. Check out our published piece in Sixty and Me that lays out the five most important questions to ask the financial advisor you interview: https://sixtyandme.com/questions-financial-advisor/
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Many people believe retirement leads to a boring and lazy life. It is in fact the complete opposite. Retirement is what you make of it, so change your life in a more positive way! Start with letting us help manage your finances.
Head to our website to learn more about our services: https://www.4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Our very own, Joshua Goulding, was recently published in U.S. News and World Report. His article highlights how important it is to review your retirement portfolio to see if it requires adjustments for the new market environment. Retirees may be forced to take on this new perspective, whether they want to or not.
Read the full article here: https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/income-portfolio-strategies-with-low-interest-rates
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
HAPPY 2021! 🎉 What is a new year's resolution you would like to strive for this year?
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
One of our many services is Risk Management. Let us review and analyze ‘what-if’ scenarios that could alter the course of one’s life. It’s very important to consider many factors when evaluating your finances!
Head to our website to let us know how we can help you today! – 4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Easily understand the cycle of investing which may help you avoid easy pitfalls. Check out our video that describes how you can become an investment cycle expert! - https://qoo.ly/3aa6w3
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Are you looking for a retirement planning expert? You can count on the professionals at 4J Wealth! We will analyze and recommend appropriate withdrawal rates, the timing of taking social security benefits, and the management of assets.
Do you have questions? Inquire on our website: https://www.4jwealth.com/contact
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Effectively managing your cash flow can free up capital to either save or invest, helping you pursue your financial goals. Check out our ‘Money Matters’ slideshow that addresses your cash flow statement: https://www.4jwealth.com/resource-center/money/your-cash-flow-statement
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you ever thought about becoming a mentor during retirement? Don’t waste your many years of education. It’s a great way for you to share knowledge with the new generation of professionals.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
How do you choose the right financial advisor for you? This is important to think about because this person will be managing your money and will give you financial guidance through your changing life. Check out our published piece in Sixty and Me that lays out the five most important questions to ask the financial advisor you interview: https://sixtyandme.com/questions-financial-advisor/
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Many people believe retirement leads to a boring and lazy life. It is in fact the complete opposite. Retirement is what you make of it, so change your life in a more positive way! Start with letting us help manage your finances.
Head to our website to learn more about our services: https://www.4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
4J Wealth was featured in the Redfin blog title, “Expert Tips for Becoming a Homeowner in 2021”. With mortgage rates remaining at all-time lows, it’s a great time to become a homeowner! This blog post discusses tips for becoming a homeowner in 2021 from real estate and financial experts: https://www.redfin.com/blog/tips-for-becoming-a-homeowner-in-2021/
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Join us as we invite our first guest, Brackton Pratt with First Savings Mortgage, on the 4J Wealth monthly webinar, ‘Best Tips on Financing or Refinancing in Today’s Low-Rate Mortgage World’ on January 26th at 10:00 AM (eastern).
Given historically low mortgage rates, we thought now would be a good time to bring in a residential lending expert who can give you an overview of the mortgage landscape, share insights about lending options that you may have not considered, as well as answer some of your questions.
Please click the following link to reserve your spot: https://zoom.us/webinar/register/WN_5-KR15ayRJKdwvVdjx1GoQ
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Easily understand the cycle of investing which may help you avoid easy pitfalls. Check out our video that describes how you can become an investment cycle expert! - https://qoo.ly/3aa6w3
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Are you looking for a retirement planning expert? You can count on the professionals at 4J Wealth! We will analyze and recommend appropriate withdrawal rates, the timing of taking social security benefits, and the management of assets.
Do you have questions? Inquire on our website: https://www.4jwealth.com/contact
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Effectively managing your cash flow can free up capital to either save or invest, helping you pursue your financial goals. Check out our ‘Money Matters’ slideshow that addresses your cash flow statement: https://www.4jwealth.com/resource-center/money/your-cash-flow-statement
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you ever thought about becoming a mentor during retirement? Don’t waste your many years of education. It’s a great way for you to share knowledge with the new generation of professionals.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you always wanted to start projects around your home but never had the chance to? During retirement has never been a more perfect time!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
4J Wealth Management was founded on the principle that the whole is greater than the sum of its parts. We have continuously found that a team approach offers clients a collaborative solution rooted in understanding their goals and concerns. As a result of investing time upfront listening to what our clients want their money to buy for them, clients feel that each member of the team is connected with their financial well-being and success.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
This quote really showcases what retirement is all about.
Head to our website to view our full list of wealth management services: https://qoo.ly/3adxx5
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
4J Wealth was featured in the Redfin blog title, “Expert Tips for Becoming a Homeowner in 2021”. With mortgage rates remaining at all-time lows, it’s a great time to become a homeowner! This blog post discusses tips for becoming a homeowner in 2021 from real estate and financial experts: https://www.redfin.com/blog/tips-for-becoming-a-homeowner-in-2021/
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Join us as we invite our first guest, Brackton Pratt with First Savings Mortgage, on the 4J Wealth monthly webinar, ‘Best Tips on Financing or Refinancing in Today’s Low-Rate Mortgage World’ on January 26th at 10:00 AM (eastern).
Given historically low mortgage rates, we thought now would be a good time to bring in a residential lending expert who can give you an overview of the mortgage landscape, share insights about lending options that you may have not considered, as well as answer some of your questions.
Please click the following link to reserve your spot: https://zoom.us/webinar/register/WN_5-KR15ayRJKdwvVdjx1GoQ
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Easily understand the cycle of investing which may help you avoid easy pitfalls. Check out our video that describes how you can become an investment cycle expert! - https://qoo.ly/3aa6w3
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you had a lot of time to relax and read a book throughout your life? Expand your knowledge and entertain yourself during retirement by reading as much as you can! Set the TV remote aside and keep your brain refreshed in your free time.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Life insurance is so important to protect those who matter most to us. Insurance needs are different depending on which stage of life you’re in. Consider reviewing your life insurance needs annually to make changes that reflect your stage of life. Learn more: https://www.4jwealth.com/resource-center/insurance/protecting-those-who-matter-most
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Did you miss our most recent webinar “The Mortgage Marketplace” featuring Brackton Pratt with First Savings Mortgage? No problem! Learn about the current historically low mortgage rates with this YouTube video: https://www.youtube.com/watch?v=whwQ3yCM4Mc
First Savings Mortgage Corporation
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you always wanted to start projects around your home but never had the chance to? During retirement has never been a more perfect time!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
4J Wealth Management was founded on the principle that the whole is greater than the sum of its parts. We have continuously found that a team approach offers clients a collaborative solution rooted in understanding their goals and concerns. As a result of investing time upfront listening to what our clients want their money to buy for them, clients feel that each member of the team is connected with their financial well-being and success.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
This quote really showcases what retirement is all about.
Head to our website to view our full list of wealth management services: https://qoo.ly/3adxx5
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The uncertainty of the future is what worries people most when investing in the stock market. Unexpected events cause an unexpected market. Learn more about this topic in our blog post: https://www.4jwealth.com/blog/why-do-stocks-climb-a-wall-of-worry
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Look at the positives of retirement.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you had a lot of time to relax and read a book throughout your life? Expand your knowledge and entertain yourself during retirement by reading as much as you can! Set the TV remote aside and keep your brain refreshed in your free time.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Life insurance is so important to protect those who matter most to us. Insurance needs are different depending on which stage of life you’re in. Consider reviewing your life insurance needs annually to make changes that reflect your stage of life. Learn more: https://www.4jwealth.com/resource-center/insurance/protecting-those-who-matter-most
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Did you miss our most recent webinar “The Mortgage Marketplace” featuring Brackton Pratt with First Savings Mortgage? No problem! Learn about the current historically low mortgage rates with this YouTube video: https://www.youtube.com/watch?v=whwQ3yCM4Mc
First Savings Mortgage Corporation
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you always wanted to start projects around your home but never had the chance to? During retirement has never been a more perfect time!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
When it comes to the transfer of wealth, or in this case, your estate, having a conversation with your adult child may be in your best interest and can have a profound impact on your legacy.
Joshua Goulding was published in Sixty and Me on the topic of discussing your estate plans with your adult children. Read the full article here: https://qoo.ly/3ardb5
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Growing in age doesn’t mean your life has to be put on pause. Continuously build your dreams and goals to match your new life!
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The uncertainty of the future is what worries people most when investing in the stock market. Unexpected events cause an unexpected market. Learn more about this topic in our blog post: https://www.4jwealth.com/blog/why-do-stocks-climb-a-wall-of-worry
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Look at the positives of retirement.
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Have you had a lot of time to relax and read a book throughout your life? Expand your knowledge and entertain yourself during retirement by reading as much as you can! Set the TV remote aside and keep your brain refreshed in your free time.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Life insurance is so important to protect those who matter most to us. Insurance needs are different depending on which stage of life you’re in. Consider reviewing your life insurance needs annually to make changes that reflect your stage of life. Learn more: https://www.4jwealth.com/resource-center/insurance/protecting-those-who-matter-most
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Estate management is about preserving the assets you’ve spent a lifetime building. There are some estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. Learn more: https://www.4jwealth.com/resource-center/estate/principles-of-preserving-wealth
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Retirement means a fixed income. Make sure you create a budget and stick with it!
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Deferring taxes can be a powerful investment decision and a sound long-term strategy! Learn more about how this works: https://www.4jwealth.com/resource-center/retirement/the-power-of-tax-deferred-growth
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
When it comes to the transfer of wealth, or in this case, your estate, having a conversation with your adult child may be in your best interest and can have a profound impact on your legacy.
Joshua Goulding was published in Sixty and Me on the topic of discussing your estate plans with your adult children. Read the full article here: https://qoo.ly/3ardb5
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Growing in age doesn’t mean your life has to be put on pause. Continuously build your dreams and goals to match your new life!
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
The uncertainty of the future is what worries people most when investing in the stock market. Unexpected events cause an unexpected market. Learn more about this topic in our blog post: https://www.4jwealth.com/blog/why-do-stocks-climb-a-wall-of-worry
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
After a journey of struggles and achievements, you can finally enjoy your life to the fullest!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Do you have a life experience or non-fiction concept, and a passion for writing? Write a book during retirement! Whether it’s a short story or a long novel, it’s time to get your writing creativity flowing and put something out there that people will love.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
A great way to keep busy during retirement would be to find a rewarding part-time job! This will keep you in routine and will give you a little extra cash.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Are you debating on investing and aren’t sure if it’s the right decision for you? Check out our article that highlights four really good reasons you should invest: https://www.4jwealth.com/resource-center/investment/four-really-good-reasons-to-invest
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Discussing your estate plans with your children ensures that they understand their responsibilities as trustee or executor. This could also have a big impact on your legacy and the amount you pay in estate taxes.
Joshua Goulding published a piece in U.S. News World Report that highlights the three reasons you should discuss your estate plans with your children: https://qoo.ly/3az4v8
U.S. News and World Report
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
After a journey of struggles and achievements, you can finally enjoy your life to the fullest!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Do you have a life experience or non-fiction concept, and a passion for writing? Write a book during retirement! Whether it’s a short story or a long novel, it’s time to get your writing creativity flowing and put something out there that people will love.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Estate management is about preserving the assets you’ve spent a lifetime building. There are some estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. Learn more: https://www.4jwealth.com/resource-center/estate/principles-of-preserving-wealth
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Retirement is a new adventure in life that you should look forward to!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
We believe integrating your financial plan and asset management is very valuable when it comes to wealth management! Visit our website to learn more about our services: https://www.4jwealth.com
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
A great way to keep busy during retirement would be to find a rewarding part-time job! This will keep you in routine and will give you a little extra cash.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Are you debating on investing and aren’t sure if it’s the right decision for you? Check out our article that highlights four really good reasons you should invest: https://www.4jwealth.com/resource-center/investment/four-really-good-reasons-to-invest
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Discussing your estate plans with your children ensures that they understand their responsibilities as trustee or executor. This could also have a big impact on your legacy and the amount you pay in estate taxes.
Joshua Goulding published a piece in U.S. News World Report that highlights the three reasons you should discuss your estate plans with your children: https://qoo.ly/3az4v8
U.S. News and World Report
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
After a journey of struggles and achievements, you can finally enjoy your life to the fullest!
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Happy St. Patrick’s Day! ☘️
Will your income suffer from the new tax plan?
Josh Goulding was published in Sixty and Me explaining the 3 Things You Need to Understand About President Biden’s Tax Plan: https://qoo.ly/3b8qfs
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
When planning for retirement, the sooner you begin investing, the longer your money can work for you! Learn more about why you should start investing ASAP: https://www.4jwealth.com/resource-center/money/the-cost-of-procrastination
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Retirement is a new adventure in life that you should look forward to!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
We believe integrating your financial plan and asset management is very valuable when it comes to wealth management! Visit our website to learn more about our services: https://www.4jwealth.com
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A great way to keep busy during retirement would be to find a rewarding part-time job! This will keep you in routine and will give you a little extra cash.
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Mondays could turn into your favorite day of the week!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Knitting, sewing, embroidery, and quilting are great skills you can take on during retirement to keep you busy and show off your artistic talents!
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Happy St. Patrick’s Day! ☘️
Will your income suffer from the new tax plan?
Josh Goulding was published in Sixty and Me explaining the 3 Things You Need to Understand About President Biden’s Tax Plan: https://qoo.ly/3b8qfs
Sixty and Me
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
When planning for retirement, the sooner you begin investing, the longer your money can work for you! Learn more about why you should start investing ASAP: https://www.4jwealth.com/resource-center/money/the-cost-of-procrastination
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
Retirement is a new adventure in life that you should look forward to!
#4jwealth #wealthmanagement #holisticapproach #retirement #postretirement #legacy #financialplanning #investment #investmentmanagement #socialsecurity #estate #insurance #tax #taxplanning #money #lifestyle #assetmanagement #retirementplanning #estateplanning #charitableplanning #personaltax #realestateplanning #mortgageanalysis #debtanalysis #riskmanagement #creditevaluation #retirementplan
