Planning Capital

Wishing you a very happy Thanksgiving from the Planning Capital team! May you enjoy the time with family and friends and remember that work-life balance is an important part of any healthy financial plan. #PlanningCapital

The more money you make, the easier it is to lose track of it. Take the surprising cautionary tale of Al Pacino - and be sure that the financial experts you work with are experts you can trust. https://lnkd.in/gwM3rgYe

Where do you envision your legacy in 2025 and beyond? Consider your financial goals in light of the life you’re building—for yourself and for those you love. The end of the year is a perfect time to revisit your financial strategy—ensuring it aligns seamlessly with your evolving goals, lifestyle, and legacy. Consider reaching out to our team for an end-of-the-year wealth checkup and see how your financial plan might evolve right along with you. https://lnkd.in/gUpZ4r3 #PlanningCapital #wealthmangement

Hoping to retire overseas? Learn more about the recently-ranked top five countries for retirees around the world, courtesy of Afar: https://lnkd.in/enHHmAjx

Are you prone to holiday splurges? Here are a few thoughts to consider before making that luxury purchase at the end of the year. #PlanningCapital #wealthmanagement #luxurygoods

Senior Financial Planner David Emery, CFP®, CDFA®, MBA has years of experience helping clients with Retirement, Estate, College and Divorce Planning. He is well-equipped to answer your questions in any of these areas, with a compassionate and caring lens that makes Dave a valued member of the team. Learn a little more about Dave and how he can help you: https://lnkd.in/eVHPNpqG #PlanningCapital #financialplanning #retirement

Cybersecurity is important for small businesses, too, as the amount of cyber attacks increases. Please take a minute to read these helpful tips on how to stay prepared, courtesy of Inc. https://lnkd.in/gTeBDeGQ

Our latest blog offers a thought-provoking worksheet with questions tailored to help you think about how the costs of your lifestyle align with your long-term retirement goals. Begin preparing for a retirement that not only meets your financial needs but also preserves the experiences and comforts you cherish. https://lnkd.in/eJfDbWU3 #PlanningCaptal #retirementplanning #wealthmanagement

Whichever way you vote, elections can cause high anxiety around your financial plan. Here are a few comforting statistics to help you keep the anxiety in check. And remember, your financial plan is all about the long-term! Elections come and go, a solid financial plan is forever. #PlanningCapital #financialplanning

The scariest thing you’ll see this season isn’t a ghost…