CWB Trust Services’ Post

Thinking about retirement or recently retired? Have you thought about where you'll find purpose, make social connections and what you'll spend your time doing? Join us on Zoom on June 25th as we present Your Next Move: Transitioning to the New Retirement where we'll discuss all of the non-financial aspects of retirement such as purpose, leisure, health & wellness and more. http://bit.ly/3UKcnl8

You don't need a better strategy - you need a COMPLETE PLAN that stands up to everything retirement throws at you 💰 Great Advice Makes a REAL difference ✔️✔️Learn more here https://hubs.ly/Q02MZhw70 #houstonretirementplanning #wealthmanagement #investingtips #wealthplanning

Retirement is more than just financial planning—it’s the start of a vibrant new chapter! 🌟 Our article, “Preparing for Retirement on a Whole New Level,” explores how to embrace this transition with purpose, joy, and fulfillment. From navigating identity shifts to crafting meaningful routines, discover how to make the most of your post-career years. https://lnkd.in/dBcPaEZQ #RetirementPlanning #VibrantLiving

10 Things No One Tells People About Retirement "To help facilitate change and reshape the narrative, we need to disrupt people’s thought patterns and get them off auto-pilot. We need a little shock and awe. A ripping off of the proverbial band-aid to allow for new thoughts, ideas, and direction to formulate. Which is exactly what you are going to get with my Top 10 Things No One Tells You About Retirement." Read the Article here: https://lnkd.in/eiYSSwpE #retirementplanning #financialplanning #financialplanners #retirementintelligence #retirementreadiness

On today's show, we answer follow-up questions to our recent Market Update webinar geared toward folks who are approaching retirement with some understandable anxiety.

Join us for 12 days of insights and tips supporting participants, advisors, and beyond! 🌟 Each day, we’ll spotlight how Future Capital empowers individuals with personalized planning tools and offers advisors innovative resources to enhance client service in a rapidly evolving landscape. Whether you're a participant looking to grow your retirement savings or an advisor eager to bring more value to clients, follow along to discover fresh insights. #12DaysOfFutureCapital #FinancialWellness #FutureCapital #AdvisorInsights

💡 It’s more than just saving—strategic decisions can make all the difference! In this episode, we’re diving into two major strategies: 1️⃣ Maximizing Social Security—sometimes it’s worth delaying, but it’s not one-size-fits-all! 2️⃣ Creating a Roth conversion strategy—this can be a powerful tool to access funds tax-free, perfect for unexpected costs. Thinking long-term? Let’s make your retirement income work smarter for you! 👉 Tune in here: https://lnkd.in/ge7Cvx9W #RetirementPlanning #RothConversion #FinancialFreedom

Wondering if it's time to enlist the help of a financial planner? It all depends on your situation, but if retirement is on the horizon or you've already taken that leap, now’s the time to make a plan! Partnering with a trusted advisor at the right time empowers you to navigate the complexities of retirement with confidence. Visit our YouTube channel to learn more! #financialservices #financialplanning #retirementplanning

Wondering if it's time to enlist the help of a financial planner? It all depends on your situation, but if retirement is on the horizon or you've already taken that leap, now’s the time to make a plan! Partnering with a trusted advisor at the right time empowers you to navigate the complexities of retirement with confidence. Visit our YouTube channel to learn more! #financialservices #financialplanning #retirementplanning

This week, I focus on the non-financial aspects of retirement that are crucial for a fulfilling life. Learn how to manage your energy and maintain a growth mindset. Tune in now and start rocking your retirement! #RetirementPlanning #GrowthMindset #EnergyManagement