Cody Darling, CFP?, CRPC?的动态

Introducing the Personal Wealth Analysis (PWA), available only at Merrill. Are you ready to take control of your financial future? Merrill's proprietary tool is designed to help you plan for the retirement lifestyle you've always dreamed of. Here's how it works: 1?? **Comprehensive Financial Aggregation:** Our tool aggregates all your financial information, including assets like taxable investment accounts, retirement accounts, deferred compensation, equity awards, income, expected social security, pensions and even non-liquid assets and liabilities. 2??**Customizable Goal Setting:** Set your desired retirement lifestyle amount, and add additional goals such as purchasing a vacation home, planning for a wedding, or leaving an inheritance. 3?? **Monte Carlo Analysis:** We then stress test your current situation by completing a Monte Carlo analysis to assess the likelihood of achieving your financial goals based on your unique circumstances. 4?? **What-If Scenarios:** Explore different scenarios with ease. Adjust variables like retirement age, contribution amounts, and additional goals to see how they impact your financial plan. 5?? **Easy-to-Understand Results:** The PWA generates a clear, concise report that outlines your financial plan and helps you make informed decisions about your future. Lets talk about how the PWA can help you achieve your financial goals. https://lnkd.in/eBQzne_D

There are two wolves inside you. No, just kidding, let's not take this week's independence theme down that trend. I'll try again. There are two recent trends around retirement. One trend defined Financial Independence as the ability to "Retire Early", or at least cover future expenses so that your employment becomes optional. That trend includes aggressive saving but you may miss some important points along the way. A second trend (tale as old as.... well, the lotto) involves crossed fingers and playing the lottery. Live for today, don't think about it, and hope tomorrow's ok. Maybe checking retirement numbers is hard because you already feel you haven't saved enough. Maybe you're confident enough that it'll work out. Independence from work? It can happen. Follow this article's red button for a thought-provoking Financial Plan checklist. Ready to check those retirement numbers, or ready to add guidance along the way? I'm always here for you. Let's talk about it.

Get your most pressing questions answered. At Merrill, we can provide you with a personalized plan to pursue your financial goals and create a strategy to help ensure your money will be around as long as you are. Let's get started. #Indiaspora #AI #Retirement

I say it often - people spend more time planning for a week-long vacation than a 30+ year retirement! At Merrill, we can provide you with a personalized plan to pursue your financial goals and help you retire with confidence. Let's get started.

Get your most pressing questions answered. At Merrill, we can provide you with a personalized plan to pursue your financial goals and create a strategy to help ensure your money will be around as long as you are. Let's get started. Let's get started. Send me a direct message to discuss #retirement #goals

Thinking about retirement? Get your most pressing questions answered. At Merrill, we can provide you with a personalized plan designed to pursue your financial goals and help you retire. Let's get started.

What's better than hoping you're lucky enough to retire one day? Knowing that you have a strong plan in place to achieve your retirement needs! Is retirement on the horizon? Let's chat about your current game plan!

It's always fun to think about winning the lottery, but by no means is buying tickets a retirement strategy. Many of my clients hit the lottery when we review their Merrill Personal Wealth Analysis and they get clarity on their current and future situation. If you haven't had a holistic financial review, what are you waiting for? #wealthmanagement #retirement #lottery

Get your most pressing questions answered. At Merrill, we can provide you with a personalized plan designed to pursue your financial goals and help you prepare to pay those college bills. Let's get started. Direct Message me to set up a time to discuss #goals #education #retirement

A common area of opportunity we see with new clients is preparing adequately for retirement. Far too often, individuals and couples wait until they are ready to retire to create a plan and they miss the chance to pull certain levers that could have put them in a better position for the next phase of life. In addition to these important dates, there are many other things to consider. The best plans can start 10-years before the day you stop working. - Are you on track to sustain your lifestyle? - How should you allocate your savings between pre-tax, Roth, and after-tax accounts? - How are your investments aligned to both protect and grow? - Do you plan to secure long-term care insurance or self-insure? - Do you have a growing family that you want to support?