Cheryl A. Easterling on LinkedIn: Being retired and understanding social security (2025)

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

No one wants to be told how (or where) to live as they get older — but not talking about it could be even more consequential. Here are three common misconceptions on the "best places to live" in retirement.

It's never too early to consider unknowns and uncertainties, think through the big picture, and prepare for unexpected challenges and emotional decisions.Learn more: https://bit.ly/3yCpqOsEdward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey executed by Morning Consult from April 8, 2024 – April 9, 2024 (among a U.S. national sample of 400 business owners) combined with unstructured interviews conducted by NEXT360 Partners with business owners in Arlington, TX, Atlanta, GA, Charlotte, NC, Cleveland, OH, Dallas/Ft. Worth, TX, Denver, CO, Los Angeles, CA, Troutman, N.C, New Jersey, Phoenix, AZ and Raleigh-Durham, NC.

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To facilitate planning, periodic reviews and exit, I'm equipped to serve as team quarterback for the many players – business owners, their families and team of professionals.Learn more: https://bit.ly/3WRrQSL

The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

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June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a financial strategy to help you achieve your goals.

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.