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Your capital works hardest when it’s guided by a professional financial advisor. We help individuals like you invest with intention. To build a secure, successful future for you and your loved ones.

Retirement planning doesn't have to feel overwhelming when you have the right guidance. Join us this Tuesday, August 12th at Pat's Sub Shop in Aiken for a comprehensive workshop covering everything you need to know. We'll discuss Social Security optimization, Medicare basics, long-term care strategies, and retirement income planning - all the pieces that need to work together for a secure retirement. Plus, enjoy a complimentary dinner while you learn from local experts who've helped hundreds of your neighbors plan confidently for their future. Join Us: 📅 Tuesday, August 12th 🕕 6:00PM 📍 Pat's Sub Shop 728 E Pine Log Rd, Aiken, SC *Meal provided for first time attendees only**

From Retirement to Rebirth

⁉️ What is the effect of tariffs and a trade war on your portfolio? The financial world is shifting fast—Tariffs, The Fed interest rates, market, and proposed tax changes—are you prepared? Join us for an exclusive in-person retirement planning class at Woodlands Inn and Resort and learn how to navigate today’s uncertain economy with confidence. ✅ Strategies to protect your retirement savings ✅ How to create a tax-efficient retirement plan ✅ Smart investments in a volatile market 📅 Date: May 6th 📍 Location: Woodlands Inn and Resort ⏳ Seats are limited to the first 20 registrations! Reserve yours today. 💡 If you are retired or planning to retire in the next 5 years you won't want to miss this class. Register now! Disclaimer: This workshop will cover advanced investing and retirement planning techniques designed for people with at least $300,000 or greater in investable assets (excluding real estate).

Joan thought plans like these were only for retirees or people in tough spots – until she found out that wasn’t true. They’re real, affordable, and quietly helping thousands who never knew where to look.

I’m shocked more people don’t know this yet… There’s a little-known policy that can help grow your money with potentially reduced market risk and tax advantages—yes, you heard that right! It’s perfect if you want the potential for market-level gains while aiming to minimize losses when markets crash. Imagine this: just $500 per paycheck—based on illustrative assumptions—could potentially accumulate up to $1,236,000 tax-advantaged and deliver around $86,000 a year in retirement.* Want to see your numbers? Follow these quick steps for a free wealth calculation: 👉 Click “Learn More” below. 👉 Answer a few simple questions. 👉 Explore your personalized options—absolutely free! Tap “Learn More” now to get started✨ *Results are based on hypothetical illustrations and assumptions. Past performance does not guarantee future results.

Virginia Business Owners, Your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means postponing many important personal financial decisions to the future. Learn about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees. --> https://bit.ly/43dDlaW

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At Retirement Resource Management, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://sg3.myfinancialgoals.us/

Bank on Healthy Ageing

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At APO Financial, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://www.myfinancialgoals.us/jg/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At APO Financial, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://www.myfinancialgoals.us/jg/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At APO Financial, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://www.myfinancialgoals.us/jg/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At APO Financial, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://www.myfinancialgoals.us/jg/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At Retirement Resource Management, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://sg3.myfinancialgoals.us/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At Retirement Resource Management, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://sg3.myfinancialgoals.us/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At Retirement Resource Management, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://sg3.myfinancialgoals.us/

👉 Are you ready for retirement? Whether you’re a few years away or just getting started, making the right choices now can make all the difference. At Retirement Resource Management, we specialize in retirement planning that fits your unique goals. ✅ Maximize your savings ✅ Protect your assets ✅ Build a reliable income stream for your future ⏳ Limited spots available! Click below to schedule your free consultation now: https://sg3.myfinancialgoals.us/

𝗔 𝗯𝗲𝘁𝘁𝗲𝗿 𝘄𝗮𝘆 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲 (𝗮𝗱𝘃𝗶𝗰𝗲 𝗳𝗼𝗿 𝘁𝗵𝗼𝘀𝗲 𝗮𝗴𝗲𝘀 𝟰𝟬-𝟲𝟱) You know what’s not fair about saving for retirement? It’s that the world we prepared for isn’t the world we’ve become. Or where we’re heading. Especially if you’re between 40-65. Between Inflation, taxes, turmoil, tipping 20% on fast food, and lower market returns… when it comes to ensuring and growing your future wealth, the only thing for sure is… Something has to change.. (Maybe everything?) Now, you may already have a Retirement Plan already in place. At least, I hope you do! But did you know that it’s likely based on information gathered in 1978? Because that’s when the 401(k) was established. And we’ve been aware that it's an outdated system since 2009. (Time Magazine literally wrote a cover story about it that November.) Know what Uncle Sam did about it? Nothing. And the plan that was outdated 15 years ago certainly hasn't grown any more relevant over time. It’s now 50 years old. Which means you’re using strategies that came out the same year as the floppy disk. Jimmy Carter was president. Bette Middler won best NEW artist. Hank Aaron broke Babe Ruth’s record. And I’m not saying ALL the old advice doesn’t work. SOME of it still does…. It just doesn’t work WELL. And it can’t keep up with current trends. Especially if you’re planning to retire within the next 10-25 years.. Because it seems as though everything Gen X’ers have been doing… everything they were taught to do… hasn’t panned out as promised. Traditional Retirement Planning hasn’t aged well. (Like a banana.) The world has evolved. And time is moving on whether you’re paying attention or not — especially for this age group where retirement is closer than they might realize. Traditional plans aren’t keeping up. And they need an upgrade. So, are you absolutely positive that you’re set up with a plan that’s efficient for TODAY’S economy (rising costs, higher taxes, escalating insurance, lower returns) and that your retirement plan has been updated to maintain the comfortable life you want when you retire?.. Are you also sure that your plan is not ignoring the things that have changed and still are changing? If you can not say 100% YES to these last 2 questions, then… let’s take a look. No obligation, no commitment, just tell me where to email the info and I’ll send a short video. 👉 https://walserwealthstrategies.com/401k My name is Rebecca Walser of Walser Wealth, and last year, I was named a Forbes Magazine’s best-in-state advisor. Investopedia ranked me as #3 in the country. And I’ve been featured on Fox News, CNBC, Cheddar, and Yahoo! Finance. I even wrote a best-selling book on the topic. Look... Opinions don’t matter when advice is based on facts. Let’s be sure you have an actual plan that holds advisors to a higher standard. I’d like to help you feel good about whatever’s next — even if retirement isn’t for another ten or twenty years. Because that’s not really so far away when you are building wealth that needs to LAST your lifetime, now is it? 👉 https://walserwealthstrategies.com/401k

Retirement is not static. Even when the kids are gone and the career is done, your lifestyle and expectations are constantly evolving. Here, we look at nine ways Social Security, Medicare, 401(k) contributions and more will affect retirees’ finances in 2025.

Want to learn what to expect when the new administration takes office? This event may be for you! Don’t be caught off guard when policies, taxes or deductions change! Let us help you prepare. At our event, you’ll be a part of a discussion with pre-retirees, retirees, and retirement professionals addressing… • MARKET VOLATILITY - Strategies to help protect your assets from a potential market downturn. • ASSET PROTECTION – How can you protect yourself, your family, and your money? • SOCIAL SECURITY – Will Social Security be there for you? How can you maximize your benefits? • TAX REDUCTION STRATEGIES – Strategies to protect your retirement income from potential tax increases. • LONGEVITY RISKS – Who will care for you if your health fails? How much will it cost? Will you have enough? • AND MUCH MORE! Sign up today for a retirement dinner at Sonny Lubick’s Steakhouse in Fort Collins, CO on Tuesday, January 21st or Wednesday, January 22nd at 6:00 p.m. It’s coming up quickly, so reserve your spot before you miss your chance!