Eissman Wealth Management, LLC
Our philosophy at Eissman Wealth Management is that we are the coach who assists you in identifying and reaching your own financial goals.
Our specialty lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEVEN-STEP EDUCATIONAL PROCESS
Identify life
😬 Avoiding your retirement hurdles? We all make excuses, but those "rationalizations" are just delaying the inevitable.
This article exposes 4 common irrational retirement rationalizations and how to help overcome them with ACTION. 💪 https://www.forbes.com/sites/josephcoughlin/2024/06/18/4-ways-to-take-action-rather-than-rationalize-your-retirement-hurdles/?ss=retirement
4 Ways To Take Action Rather Than Rationalize Your Retirement Hurdles Retirement is looming big and causing stress for unprepared older GenXers and younger Boomers. Many irrationally rationalize the future but here 4 steps to move forward.
Retiring is like graduating from one phase of life to the next.
Fathers are the anchors that keep our families grounded and the beacons that guide us through life's challenges. Happy Father's Day weekend!
Today's Retirement Tip: Time is a great luxury in retirement.
Savor the moments, cherish the simple pleasures, and indulge in the things that truly matter. Slow down, breathe deeply, and let the world revolve at your pace.
The IRS has increased Roth IRA contribution limits for 2024, helping to give you more room to save for your retirement 📈
Wondering about the new limits and income phaseouts? This article has details you need to help stay ahead: https://www.kiplinger.com/retirement/roth-ira-limits
Roth IRA Contribution Limits for 2024 Roth IRA contribution limits have gone up for 2024. Here's a look at the 2024 limits and income-based phaseouts.
Your financial journey has distinct phases, each requiring a strategic mindset. Are you prepared for all 4 stages? 🤔
Fill in the blank: When I retire, the first thing I'm going to do is ___________ and never look back.
Input your personal answer in the comments!
Retirement is like a well-deserved prize at the end of a long journey, a reward for perseverance and hard work.
Tip of the Day: 🔑 When you mindfully allocate every dollar, you're helping to take control of your money and your life's direction. Financial literacy may begin with conscious spending habits.
🏡 What Retirees Need to Know About Reverse Mortgages—From Taxes to Catches 🏡See how it may impact taxes, senior benefits, and interest rates. Knowledge is key to making the best decision for your financial future.
Read about it more here: https://www.forbes.com/sites/kellyphillipserb/2024/05/29/what-to-know-about-reverse-mortgages-from-taxes-to-impact-on-benefits/?ss=retirement&sh=8e5ecf951aa7
What Seniors Need To Know About Reverse Mortgages—From Taxes To Catches With a reverse mortgage, you borrow against the equity in your home, freeing up cash. Here’s what that means when it comes to taxes, senior benefits, and interest rates.
❌Myth: You won't have to pay taxes in retirement.
✅Fact: Different income sources are taxed differently in retirement.
"Retirement is a time to pursue new passions and reignite old ones."
How Much Money Is Necessary for a Comfortable Retirement?
This article will help you find that out: https://www.forbes.com/sites/bobcarlson/2024/05/24/how-much-money-do-you-really-need-to-retire-comfortably/?ss=retirement&sh=37e97ec34c5b
How Much Money Do You Really Need To Retire Comfortably? Recent surveys show people are worried they won't have enough money to retire. But other data indicate they overestimate their needs.
This weekend, take a moment to reflect on the sacrifices made by our brave military personnel.
Yesterday is gone. Tomorrow is a mystery. Today is a gift - that's why it's called the present. 🎁 Make the most of it by crafting a retirement strategy to help secure your financial future!
Entering retirement is like embarking on a long-awaited adventure, filled with new experiences, personal growth, and the freedom to explore uncharted territories.
When should you buy life insurance?
Find out in this article! https://www.kiplinger.com/personal-finance/perfect-time-to-buy-life-insurance
When Is the Perfect Time to Buy Life Insurance? This is not an easily answered question, other than 'when you're the youngest and healthiest you can be.' Your occupation, habits and extracurricular activities will also affect your premium.
"Retirement is not a time to stop living, but a time to start living life to the fullest."
Today's Tip!
Don't just plan for retirement, plan for an encore life after your career - one filled with passion projects, adventures, and legacy building.
An unexpected inheritance can be both a blessing and a burden if you're not prepared to handle it wisely. Here are 4 essential dos and 1 critical don't for preserving your inheritance and helping ensure it enhances your life according to plan.
Get the insider tips that very few heirs consider until it's too late: https://www.kiplinger.com/retirement/how-to-protect-your-inheritance
Four Do’s and One Don’t to Help Protect Your Inheritance If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
Though Mother's Day was yesterday, the love and care we received from our moms remain priceless gifts.
"The true essence of retirement is finding new ways to be inspired every single day."
Join us for a meeting and let's discuss your retirement plans!
Click the link below to schedule your appointment.
https://eissmanwealth.com/schedule-a-meeting/
Minimizing taxes may be a critical yet often overlooked part of any bulletproof retirement plan.
Uncover 5 strategic ways to help shield your hard-earned savings from excessive taxation during your golden years: https://money.usnews.com/money/retirement/articles/ways-to-minimize-taxes-on-retirement-income
5 Ways to Minimize Taxes on Retirement Income Look for strategies to lower your tax liability during your retirement years.
What contributes to retirees' happiness? 😊 It's a question with diverse answers depending on the individual. However, there are strategies to help enhance the likelihood of a fulfilling retirement.
To help pave the way for a joyful retirement, you may want to consider these 12 principles: https://money.usnews.com/money/retirement/aging/articles/ways-to-achieve-a-happy-retirement
12 Ways to Achieve a Happy Retirement Follow these 12 steps to find fulfillment and retire happy.
Retirement is the chapter where the pages of your life can turn from deadlines to dreams.
Retirement: Where every day is a hole-in-one opportunity... whether you're on the golf course or not!🏌️♂️⛳️
Unveil the unexpected about IRA conversions! 🔍💡 See surprising information that could help transform your retirement strategy.
Don't miss out on these game-changing insights!
https://www.forbes.com/sites/bobcarlson/2024/04/18/surprising-facts-to-know-about-ira-conversions/?ss=retirement&sh=7c6ee892210c
Surprising Facts To Know About IRA Conversions Widespread misconceptions and misinformation keep more people from seriously considering IRA conversions.
Fact or Myth: You may be working with a true retirement income specialist IF they avoid the risks of variable annuities.
That is a FACT! 👍If your advisor knows that variable annuities can leave you exposed to much of the risk of the stock market, in one of the most expensive ways possible, then you might be working with a true retirement Income Specialist.
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114 Townpark Drive, Suite 175
Kennesaw, GA
30144
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Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
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