PLUS Communications’ Post

One of the most rewarding things about being a financial advisor is watching my clients contribute and care for their community. The article below highlights the many ways we can do this throughout life, from childhood to retirement.

As we navigate life’s later years, the question of legacy becomes increasingly pertinent, especially for those of us without children. Recently, during a conversation with friends, I was reminded of the importance of planning for the future. When prompted by an official about my CPF beneficiary, I instinctively thought of my husband and aging mother. Yet, I found myself at a crossroads, unable to identify a younger heir to carry on my legacy. This realization sparked a deeper reflection on how we can ensure our fortunes and values endure. It’s essential to consider not just financial distributions, but also the meaningful connections and contributions we wish to leave behind. Whether through charitable endeavors or mentorship, there are myriad ways to create a lasting impact. Let’s engage in these conversations and explore our options for a future that reflects our values and aspirations. 🌟 https://lnkd.in/grr3--Ra

Registration now open for Women & Hi Tech members! After years of hard work, saving, and careful planning, many professionals look forward to a rewarding retirement. However, this stage of life comes with important questions: When is the right time to retire? What do you want to achieve in retirement? Why do you want to retire? Should you consider retiring early or wait until later? Join Linda Hicks, Gail Farnsley, and Membership Engagement Director Tori Harper-Mercado as they explore how thoughtful planning and a clear understanding of your goals can help you enjoy a truly fulfilling retirement. #womenintech #retirementplanning https://lnkd.in/gsYdYdND

The #holidayseason isn’t just about giving gifts—it’s also about passing down #values. This year, as your family gathers around the table or tree, take a moment to reflect on a gift that lasts: the importance of stewardship. Teaching the next generation how to respect, grow, and give meaningfully can shape your family’s legacy for years to come. Dive into our latest blog to discover how #holidaytraditions can inspire conversations about money, values, and the power of thoughtful #financialstewardship. https://bit.ly/3ZzqjAN

The #holidayseason isn’t just about giving gifts—it’s also about passing down #values. This year, as your family gathers around the table or tree, take a moment to reflect on a gift that lasts: the importance of stewardship. Teaching the next generation how to respect, grow, and give meaningfully can shape your family’s legacy for years to come. Dive into our latest blog to discover how #holidaytraditions can inspire conversations about money, values, and the power of thoughtful #financialstewardship. https://bit.ly/3ZzqjAN

Dive into our guide on 403(b) plans, tailored for nonprofits, educational institutions, and religious organizations. Discover what sets these plans apart and everything you need to know as a plan sponsor. Uncover the power of 403(b) plans! #RetirementSolutions #403bPlans

Have you contributed the maximum allowable amount to your IRA for 2024? If not, let’s connect. We can go over your savings rate and discuss what’s possible before the April 15, 2025, deadline. #FinancialAdvisor #FemaleAdvisor #Philadelphia #Fishtown

Many Exigent clients face challenges that go beyond the norm in their industry. Heath Village is one of those - a nonprofit senior housing and services organization must balance reliability and compliance with ease of use and high availability. Learn how partnering with Exigent empowers their success @ https://hubs.ly/Q02Jj2BK0

🏖With retirees in the U.S. living longer than ever, here are some tips to make the most of your golden years. 1. Try a new (part-time) job 💼 2. Spend time with friends and family (It will help your health too! ) 3. Take a class, learn a new language, explore a new hobby. 🎾 4. Get a pet 🐈 5. Explore new places, travel with others 🚅 6. Cook, and eat meals with friends 7. Consider donating time to a favorite cause to meet others and give back to your community.🖼 #retirement #agewell #livewell #women #investor

Wealth Advisor Andre Jean-Pierre discusses the Financial Psychology of Philanthropy, its benefits and barriers. The article also discusses common Philanthropy practices. https://lnkd.in/gGBxCBf2