Bryan Daly

10/31/2024

Did you know that 📊 tax planning and 💵 Social Security have a HUGE impact on 🏖️ retirement?

Thursday, November 7, 2024 at 2:00 PM or 6:00 PM

You will learn:

✔ How Social Security Benefits are calculated
✔ Strategies that may greatly increase your Social Security Benefits
✔ When you should apply for Social Security
✔ Why married couples could miss out on substantial benefits
✔ How Social Security & Retirement Benefits are taxed
✔ Strategies that potentially reduce taxes on your retirement income

The River Center
801 US-HWY 1
Jupiter, Fl 33477

https://www.yoursvp.com/WAGLEWVEJ

10/30/2024

10/17/2024

"Thinking about your future?

It’s time to make your retirement dreams less ‘horror movie’ and more ‘romantic comedy!’"

"Meet Sarah and Mike. They want to retire someday, not live in a cardboard box. That’s where the Roth IRA comes in!"

"With a Roth IRA, your money grows tax-free, and when you retire, you can withdraw it without paying a dime in taxes. That’s right—money in your pocket, not Uncle Sam’s!"

"Imagine living life to the fullest, exploring the world, or finally taking that llama yoga class without worrying about taxes ruining the fun!"

"With a Roth IRA, you can withdraw your contributions anytime. It’s like having a financial safety net... or a snack stash you can dip into when you’re feeling snacky!"

"Invest in your future—because you will be spending the rest of your life there!

Don’t let your dreams be dreams… unless they involve a llama, then definitely go for that!"

10/08/2024

https://financeinsights.net/xQAXC3ZrPc8EA1OHaOL2qIpQL3V

This 5-minute guide breaks down over 2,700 Social Security claiming rules

09/30/2024

Is Professional 401(k) Account Management Really Worth It?

Discover the pros and cons of letting the Professionals handle your retirement.

https://lf400.isrefer.com/go/blp4amrw/a68

401(k) account management can be a good option, matter how close or far you are from retirement. Here’s why you should take advantage of professional management services.

09/27/2024

I have the right to competent advice that puts my needs first.

The financial advice industry can be confusing and full of titles and credentials, making it difficult to assess an advisor’s competence or the scope of their services.

Here’s a quick tool you can use to review skills and experience.

09/24/2024

Q4 Finance Tips You Should Not Ignore!
Finish the year strong with smart money moves to help boost your financial health.

As the end of the year approaches, you can’t ignore these Q4 finance tips. Every little bit of saving money lends itself to boosting your future. Use these 12 tips to stay the course.

09/21/2024

Sunday the 22nd is the Official End of Summer in the Northern Hemisphere.

Thu, Jun 20, 2024 – Sun, Sep 22, 2024

In North America, summer officially begins on Thursday, June 20. It's the longest day of the year and follows Father's Day and Juneteenth, which fall earlier in the same week.

Summer wraps up precisely three months later on Sunday, September 22.

09/04/2024

An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your estate planning is in good order by reviewing the methods families use to avoid delays and legal fees in the Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

You will learn the following topics in easy-to-understand terms:

The advantages and disadvantages of Wills and Living Trusts.

How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).

How Probate Court works and why you may want to avoid it for your family.

Why putting property in your children’s names may be a mistake.

Common missteps by families raising children with challenges, disabilities, or Special Needs.

Protect your home from being swallowed up by nursing home care.

Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

Best Practices for naming retirement accounts and Life Insurance beneficiaries.

HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.

Learn about our “90 in 90 FORMula™” proprietary process.

New Life Financial Planning
(561) 448-4401
Bryan Daly, CFP® is a seasoned financial professional, leveraging his extensive expertise to help shape the landscape of financial planning.

As the Founder of NLFA IAR and a Registered Investment Advisor at Royal Fund Management, Bryan dedicates himself to teaching innovative methods for making, managing, and saving money.

https://www.yoursvp.com/LELVUQ