Old National Bank’s Post

As we approach the new year, it's the perfect time to reflect on your goals. How about focusing on your financial well-being in 2025? Updating your beneficiaries, evaluating retirement progress, and checking in with your advisor can help ensure your long-term financial confidence. Read more below about some more financial resolutions for 2025! #FinancialAdvisor #RaymondJames #NewYear #2025

Have you ever faced a problem arising from needing more clarity about purpose? Two of my clients, Jack and Beth, a retired couple, were wondering about giving their children some money now so they could see and enjoy the benefits it brought to their children instead of passing it down to them as an inheritance. Jack was worried about possible market downturns and how they might affect them during retirement. Their concerns led us into a discussion about how they wanted to spend their money during retirement and, ultimately, to the question: What is the purpose of their money? #financialplanning #retirementplanning #retirementlifestyle

Break the taboo. Learn why financial transparency with family can prevent future stress, safeguard your legacy and empower loved ones. Awesome article by our Head of Retirement planning, Amanda B. ! Financial Insights Wealth Management #wealthmanagement

Trust and shared retirement goals with your spouse are great, but estate planning is crucial. Here are five tips to help align your finances as a couple: https://lnkd.in/ei_cMahk #financialplanning #money #financetips

At the Gill Group, we take the issue of retirement and estate planning very seriously. It represents a significant part of our practice. As our clients age, many parents come to us with requests about the logistics of legacy planning. We tell them that although the conventional approach is to plan to bequeath assets to those they love when they’re gone, it doesn’t have to be that way. Read more on our new blog. https://lnkd.in/gMegWrAg #wealthmanagement #retirementplanning #estateplanning #langleyBC

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

In Part III of our series “A Tale of 3 Families,” learn more about the “Balanced” Bennetts and where they stand in terms of retirement. Even though they are in great shape overall and have done many things right, they can still really benefit from working with a financial planner: https://lnkd.in/g3xSc7nu

Is Your Retirement at Risk? Estate planning could be the key to safeguarding your golden years. Explore the importance of #estateplanning and #retirementplanning in ensuring financial security. Learn more at: https://lnkd.in/gzkYpyk5. #Californiaestatelaunch#willsandtrusts#estateprotection#legaladvice#CaliforniaProbateCode#trusts#retirementsecurity

Estate and retirement planning might not seem like Thanksgiving table talk, but it can be a meaningful way to ensure your loved ones understand your future financial goals. We wanted to share this helpful article which highlights tips for beginning these meaningful discussions during the holiday season. Check it out and let us know how we can help you take the next steps in your planning. John Fitzgerald Larry Birch, CPFA® #EstatePlanning

Know, don’t guess.  Your retirement depends on your decisions decades before you need it. One of the main reasons people so often choose to retire at age 60 and older is because they must be at least 59 1/2 to utilize tax-qualified plans and get their money without paying steep tax penalties. With the IUL - your money is accessible at any age, leaving 100% of the decision up to you. Take a moment to consider how significant this is in your specific case. One of the many problems of saving money in a tax-qualified plan, like an IRA or 401(k) or 403(b), is that, not long after you turn 70, you are forced to begin liquidating the account whether you need the money or not. Because the government doesn't get paid from tax until you start withdrawing money. The IUL, however, does NOT come burdened with this. You get to decide how and when to use your money - not Uncle Sam.  Your cash accumulation is protected from creditors, whether that is due to bankruptcy, lawsuit, or another type of judgment.   For individuals in high-income professions, especially physicians, due to the threat of a malpractice suit, this can be one of the most significant features of the policy.   *make sure to check the laws within your own state. Take advantage of our free second look and  talk to a non captivated financial professional who can customize plans in our clients best interests from some of the largest AAA rated financial companies in the industry.