Kincaid Retirement & Wealth Management, LLC

Wishing you and yours a restful Labor Day!

With increasing lifespans, retirement can last decades. Ensure your plans cover health, finances, and meaningful relationships to thrive in your golden years.

Preparing for Longevity in Retirement Here are 6 important things to consider.

We're half way through 2024, and I'm here to remind you that we are here to be a part of your team! Reach out to us anytime and let us know how we can support you in reaching your financial dreams!

https://kincaidwealth.com/

The latest longevity data suggests the average 60-year-old will live to 82 (for men) and 85 (for women). How does this longevity impact retirement? And what can you do to prepare?

Longevity & Retirement Planning What could go wrong––and ways to help get it right.

Ready to make your retirement feel like a blockbuster hit? Our new report, ”Life Beyond the Paycheck,” is your script for helping turn your retirement into a Hollywood-worthy success story. Ready to take the lead role in your financial future?

Roll credits on $ worries Star in your $$ blockbuster

How are you planning for a long(er) retirement? Here are things to consider for a happier and more secure future.

Ways to Help Plan for a Long(er) Retirement Lifespans are increasing, here are 6 things to consider.

It's book lover's day, and we want to spread the love. Comment your favorite book recommendation here, and see if you can set someone on their next read.

School is just around the corner. Whether you're mapping out your tax-free shopping plans for this weekend or soaking in the last few days of summer, enjoy this time. Wishing everyone a safe and happy back-to-school season!

The Olympics are here! I love being able to cheer on the entire Team USA during the competition. Which events will you be watching?

https://www.teamusa.com/

Happy Wish List Wednesday! We're running low on a few newborn items this week and we're calling on our community to help us out! In addition to baby wipes and newborn clothes, our House and Family Room is in need of rattles, pacifiers, diapers, and bibs.

Items can be dropped off between 8:00 AM and 8:00 PM every day of the week. Thank you in advance for helping us make our House a home 💙

The Fed continued to whittle away at rate-cut expectations in the second quarter. The economy showed signs of weakening, but other data stayed strong. Markets shrugged off the mixed messages to reach fresh new highs in June. What else happened in Q2? Read our report.

AE Wealth Management: Q2 2024 Market Report Read the report now.

Graduating from college is an exciting time in any young person's life — but it can also be scary financially. Our latest report, "Financial Advice for Your Recent College Graduate," explores some simple, practical tips for helping your grad find their financial footing.

https://aewealthmanagement.com/blog/financial-advice-for-your-recent-college-graduate/

🛡️ Protect Your Future: Concerned about having enough emergency cash in retirement? Our free guide can help you prepare for the unexpected.

The Ultimate Checklist to Help Navigate Retirement Your FREE guide is waiting to be explored.

Happy Independence Day! It's an honor to be your trusted financial advisor. Today, take some time to reflect on what financial independence means to you. Is it about providing for your loved ones, following your passions without constraints, or retiring comfortably? Share your dreams with me, and let's work together to make them a reality.

Income Check: Unsure about monthly retirement needs? Explore this free guide to ensure your income covers your lifestyle.

The Ultimate Checklist to Help Navigate Retirement A FREE 3-part guide for your journey ahead.

🏕️ Set Up Camp: Ready to secure your retirement basecamp? Download this FREE guide to make sure your surroundings are safe and sound.

Questions about your fast-approaching retirement? This checklist is for you.

Happy First Day of Summer! How will you mark the milestone? We are hoping to grab an ice cream cone and soak up the sun a bit this afternoon.

🌲 Navigate the Retirement Wilderness: Lost in the forest of financial planning? Check out our NEW guide.

Hoping to retire in the next few years? Use this FREE checklist to help kickstart your work-free life.

Summer travel doesn't have to be a burden. In this Wealth Report, discover how you can be enjoy summer vacations without stressing your budget.

https://aewealthmanagement.com/blog/aewm-wealth-report-on-the-road-again/

Stay current on the latest market trends. Check out this Market Report for more!

https://aewealthmanagement.com/blog/ae-wealth-management-weekly-market-insights-5-19-24-5-25-24/

As we enjoy the freedoms and opportunities afforded to us, let's remember the sacrifices made by our fallen heroes. Their bravery and dedication inspire us to strive for a better tomorrow.

What does your dream retirement look like? No matter how you answer that question, you need a plan to get there. How do you know if you’re on track? We break it down in this month’s Visual Insights Newsletter.

What Could Your Retirement Income Look Like? Ever do the math? Here are some starting points

Ever walked in a room and forgot why you're there in the first place? It's common enough, but what if you get to the point where that is your reality? Is your financial plan ready?

https://aewealthmanagement.com/blog/aewm-wealth-report-money-and-memory/

Today, we celebrate all the moms out there who work tirelessly behind the scenes to take care of their families. I know mothers often wear multiple hats day in and day out, and it can be overwhelming juggling so many responsibilities.

If finance is one of those areas that you’d like more help in, I'm here to help. Reach out to my office, and let's chat!

Proud to be a booster of the JL Mann athletic program. It's been a great year — well done, Patriots!

What’s the magic number your savings needs to hit before you retire? Learn how the numbers break down and what to save now in this month’s Visual Insights Newsletter. Check it out!

Retirement... without draining your savings? See how the numbers break down & what to save now

How are you celebrating today?

We're out of tax season, and now you have time to focus on spring cleaning your finances. This Wealth Report outlines your next steps.

AE Wealth Report: Spring Clean Your Finances AE Wealth Management Wealth Report March 2024 | Financial spring clean | Check credit score | Consolidate retirement plans | Review beneficiaries | Update files

Happy Tax Day, everyone. We made it! Was this tax season a breeze for you, or were you racing against the clock? Remember, it's not just about how much you make, but how much you keep. Tax-efficient strategies can help you keep more of your hard-earned money. Send me a message if you’d like to learn more to be prepared for next year!