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Check out Michael Leverty , ChFC®, CLU®, CAP®, RICP®’s quote in Barron's recent article on retiring early. Early retirement is an increasingly popular option for many people, driven by factors such as return-to-office mandates, corporate layoffs, and a post-pandemic desire for a better work-life balance. If you are considering early retirement, it is important to start planning early and do your research. With careful planning, our goal is to help make your early retirement dream a reality. #LFG #LevertyFinancialGroup #FinancialPlanning #Retirement Mike Leverty is CEO, Managing Member of Leverty Financial Group, LLC (the “Firm”). The firm is registered as an investment adviser with the Securities and Exchange Commission (the “SEC”). The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is for informational purposes only, and Leverty Financial Group does not provide tax, legal, real estate or accounting advice.

The great retirement is underway. Older generation CEOs @ Canadian mid-market companies are eyeing the doors & a new generation of CEOs is starting to take over. Succession planning & protecting family wealth is this year's @HouerHenry mid-market topic. Coming this September.

The great retirement is underway. Older generation CEOs @ Canadian mid-market companies are eyeing the doors & a new generation of CEOs is starting to take over. Succession planning & protecting family wealth is this year's @HouerHenry mid-market topic. Coming this September.

Marking a momentous chapter, Mary Jane Patterson, our Executive Director of 22 years, shares her experiences, memories, and the future she envisions in our latest blog post. Read MJ's reflections on her upcoming December retirement here: https://bit.ly/3QTiRhu

Wishing you a safe, productive week ahead. The posts for the week are as follows: - Do you know how the SECURE 2.0 Act impacts your company's retirement plan? - Do you own a business with no employees? - How RMDs fit into your retirement strategy - Weekly Market Wrap: A summary of last week's market highlights and economic news https://lnkd.in/eyg6rnYd

Five years of dedication, passion, and hard work! Celebrating a milestone of achievement with our amazing team member Brianna Culbertson. Here's to many more years of success together! Click the link below to read more about our team. https://lnkd.in/eWNFsuQy #WorkAnniversary #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans

In the latest edition of the Insured Retirement Institute (IRI) The Long View series, I highlight some of TIAA’s critical areas of focus as we work to shape a brighter financial future for all. From expanding lifetime income solutions and navigating dynamic market conditions, to advocating for policy advancements, we're focused on staying connected to the people we serve, while working to help drive change to help ensure all Americans can achieve a financially secure retirement. Our collective efforts hold significance in shaping a future where financial security is a reality for everyone. For a deeper dive into TIAA's initiatives, how we’re attracting the next generation workforce and insight from some of my early career lessons, read the Q&A. https://lnkd.in/e3Mb5UeW

The send-off from my G&S colleagues was really touching for me and my family. No surprise to many, that kind of attention was just a bit uncomfortable for me. Why? Because my tenure and ANY success I realized is simply a credit to the hundreds of hard-working G&S colleagues I had the honor of working with for the past 27 years, the clients that trusted us with their business, and so many others that provided support along the way. The biggest surprise gift I received over the last month? Reflection… that I hope to share as a simple reminder for business leaders, at any level, in any industry. Do not underestimate the little things you practice, say or do during interactions with your team… The welcome feeling you give to a new colleague, the outreach on a job well done, the transparency in the way you communicate, your availability to others, the care you take to deliver even the most difficult feedback or result. As leaders, we fall short from time to time, and don’t always think about these and many other leadership practices on a daily basis. Just know that in the end, they add up to the sum of who you are and the impact you have on an organization. Lead on!

Picture the scene: It’s your retirement party, the company is there celebrating with you and there is not a dry eye in the house. Tears a blend of extreme happiness for you and deep sadness at your departure. People that remember the way you looked after them. People that remember the way you created an environment to nurture them People that are grateful for those extra 5 minutes you spent with them some days despite the fact they knew how busy you were. People that are celebrating you as a leader and manager. Now answer this question: If you were to retire today…would that be the scene? If it wouldn’t be, what could you do this week to turn the scene to that in future… Not sure how? Here to help. #PeopleStrategy #HumanResources #StaffEngagement