People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. https://lnkd.in/gJ5zjXSj
Juniper Wealth Management
金融服务
Scottsdale，AZ 429 位关注者
Financial Confidence Through Financial Clarity
关于我们
The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity. We believe if you truly understood how your plan worked you will have more confidence in it actually working for you. But there’s more to it than that. Your plan has to be uniquely yours; it has to be based upon much more than just your money, paying taxes and addressing issues too late. It has to be a reflection of who you are today and what you want to accomplish tomorrow. It has to understand the people you care about and the things that matter most to you. It also has to be flexible because life is unpredictable, and it has to adapt to planned and unplanned changes. If your current plan is only about money you may have the wrong advisor and the wrong plan. Are you ready for true Financial Confidence? Juniper Wealth Management can help you get there! Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Juniper Wealth Management.Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
- 网站
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https://juniperwealthmanagement.com/
Juniper Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Scottsdale，AZ
- 类型
- 私人持股
地点
Juniper Wealth Management员工
动态
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Catching up on retirement savings can feel daunting, especially if you’ve started late. However, with strategic planning and commitment, it’s entirely possible to build a comfortable nest egg for your future. https://lnkd.in/eutZQiZs
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Retirement planning can sometimes feel like trying to hit a moving target. Policies change, rules shift... Let’s break it down in simple terms, talk about the potential risks, and highlight how to turn changes into opportunities for stronger retirement finances. https://lnkd.in/d-Zi729f
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Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move… and with it, your account values may as well. https://lnkd.in/ehTeH6Ac
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Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or disabled individuals...People of all ages may require it at some point due to debilitating circumstances, chronic diseases, or developmental disabilities. https://lnkd.in/etKEEghG
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Estate planning tools like Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts (GRATs), and Charitable Remainder Trusts (CRTs) offer tailored solutions to address unique issues for high-net-worth retirees. Check out some examples of problems and solutions in today's blog! https://lnkd.in/etuciRam
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Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). https://lnkd.in/eQG7w7MP
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Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. https://lnkd.in/ecyeCm2h
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As we turn to the new year, it’s important to make sure your retirement strategy bases are covered...Here are four more mistakes to look out for and avoid as you prepare for your golden years. https://lnkd.in/dHyNx88h
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Check out our blog for four mistakes to sidestep as you prepare for your golden years! https://lnkd.in/eg8BkR-4