The Wall Street Journal put together a wonderful piece about what aging bosses (and business owners) should consider as they reach retirement, and Project Equity research was referenced with employee ownership as a solution. https://lnkd.in/gSMxzyP9
Project Equity’s Post
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Over half of employees say finances are the leading cause of stress in their lives. By offering personalized guidance and retirement resources, companies can empower their workforce and build a culture of financial well-being >> https://lnkd.in/gVN_TvWx #thePSFdifference
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With 10,000 Americans reaching retirement age every day, companies must rethink retaining and engaging seasoned employees. Learn how leveraging their skills can boost innovation and your bottom line. https://lnkd.in/grXSSThq #FinancialAdvisor #Springfield
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Interesting stats out -- 42% of those nearing retirement are having a hard time managing day-to-day expenses and savings. While 27% of those getting close to retirement are having a hard time saving due to inflation. There is a solution out there! Financial wellness is a benefit that most employees will appreciate. Especially those employees who are struggling internally! #familybusiness #participantexperience #whealthy #savingsstack #integratedplanning #optimizedoutcomes
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A recent poll indicated 12% of retired Americans intend to re-enter the workforce in 2024 because the cost of living increased more than they anticipated. Obviously, retirement may seem feasible when financial planners predict the cost of living and the return on investment over 30+ years of anticipated retirement living, but no one can accurately predict the short-term volatility resulting from high inflation and low return on investments. Pursuing meaningful work, loving the work you do, liking the people with whom you work, and working at it for as long as your are able will eliminate the guesswork in financial planning for most adults.
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Younger employees are going tax free.....Fidelity reported there were 71% more Gen Z-owned Fidelity Roth IRAs in Q1 2024 than a year earlier, according to their Q1 2024 retirement analysis. Average contributions among them rose 11% too. It’s not just that more Gen Zers are getting better-paying jobs, allowing them to save more for retirement. It’s also that social media has upped young savers’ financial savvy. And they’re seeing the stock market soar, leading to a wealth spike of 80% for Americans under 40 from early 2019 to late 2023, per the Federal Reserve.
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At the start of a new year, your employees likely have many wellness goals — including financial wellness! With U.S. credit card debt soaring to a record high of $1.08 trillion, Rehmann's retirement plan pros recommend adopting a more holistic approach: offering resources and support that address your employees' financial wellness in both the short and long-term. #retirementplanning #plansponsors
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The importance of financial literacy in preparing for retirement cannot be understated. Total financial wellness is driven by the understanding that by making financial success attainable for plan participants, organizations can engage employees and prepare them for all the phases of their working and retirement lives. Join us in either Chicago or New York to hear what plans are doing to engage employees and to assist in preparing them for the decumulation stage and beyond. https://lnkd.in/eMZ28EFP
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The importance of financial literacy in preparing for retirement cannot be understated. Total financial wellness is driven by the understanding that by making financial success attainable for plan participants, organizations can engage employees and prepare them for all the phases of their working and retirement lives. Join us in either Chicago or New York to hear what plans are doing to engage employees and to assist in preparing them for the decumulation stage and beyond. https://lnkd.in/eMZ28EFP
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85 million Americans have workplace retirement accounts. With a $60M investment, led by ICONIQ Growth, we're set to help even more workers across the country retire with greater wealth and security. Read the full article by @AlexOrtolani on planadvisor: https://lnkd.in/eA9rJ_BG #Fintech #WealthManagement #Pontera #Planadvisor
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Guiding Families in Faithful Stewardship for God’s Glory | Financial Planning | Retirement | Investments
Everything changes when the conversation shifts from climbing the mountain to thinking about the way down. The financial areas with insurance, investments, taxes, spending, and others are only the start. Many people become free to move, have newfound time, or are asked to make new commitments. Your Certified Financial Planner™ professional should be there to guide you through these and many other areas you may not have intentionally considered yet. Descending the mountain can be the most enjoyable part of the journey!
Most of us find ourselves climbing through life pursuing wisdom and accumulation to be successful, but we rarely think about what comes after financial independence. Then one day the kids are grown, and we may soon become grandparents. Retirement or a change of work pace within the next five to ten years is also likely. Read more https://lnkd.in/g_GNBQ5c
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