Beau Henderson

Who can you TRUST to give you the best retirement planning information possible? There are several resources to turn to for advice. I recently shared some of the sites I personally use and recommend with @seniorplanet ... bit.ly/3FsclYl

Planning for your retirement is going to require that you make a mindset shift if you want to pull it off successfully. Here's how: #financialplanning #retirement

How do you, the trusted financial advisor, handle couples who totally disagree financially? Here are a few recommendations that could help... And if you have any suggestions you'd like to share, please leave a comment! #FinancialPlanningForCouples bit.ly/3kGqtWK

I'm on a mission to raise awareness and growth for the retirement coach/advisor model. An individual's whole life and retirement satisfaction have to be brought to the forefront of how we approach retirement planning. #RichLife #RetirementCoaching

Yahoo Money published an article with my top tips to help you take control of your financial planning and expand your knowledge about Social Security to help your retirement. bit.ly/3x62z8U

Your retirement is years away. Can you count on Social Security? This recent MarketWatch article discusses a few of my ideas about Social Security's chances of surviving the next few decades. #SocialSecurity #RetirementByDesign on.mktw.net/3FOcpjR

Want to retire early? A Roth conversion ladder allows you to sidestep the hefty early withdrawal fees that come with 401(k)s and other retirement accounts. cnet.co/3SnfnTb

Social Security provides most of the income for about half of households age 65 and older according to GAO. Your claiming strategy is CRITICAL! Get informed!! bloomberg.com/news/articles/…

Week after week I see people unknowingly leaving $100's of thousands of dollars of available Social Security benefits on the table. That's why I wrote this book -- Customized Social Security -- to get this info into the hands of those who need it most. DM if you'd like a copy!

I’m asked this question all the time... “𝑊ℎ𝑒𝑛 𝑠ℎ𝑜𝑢𝑙𝑑 𝐼 𝑎𝑝𝑝𝑙𝑦 𝑓𝑜𝑟 𝑚𝑦 𝑠𝑜𝑐𝑖𝑎𝑙 𝑠𝑒𝑐𝑢𝑟𝑖𝑡𝑦 𝑏𝑒𝑛𝑒𝑓𝑖𝑡𝑠?” It's a great question, however, there is no one-size-fits-all answer. #SocialSecurityOptimization bit.ly/3cXL29T

Recent market volatility and turbulence have you feeling more than a bit queasy? It's time to ask your financial advisor some questions. This recent @usnews article covers those questions to make sure you get the best advice possible. bit.ly/36I9o7S

Can you count on Social Security being there for you when you're ready to retire? This recent MarketWatch article discusses a few of my ideas about Social Security's chances of surviving the next few decades. #SocialSecurity #RetirementByDesign on.mktw.net/32wmnHm

Are you prepared for a successful retirement that could last north of 30+ years? Forbes Advisor publishd an article with some of my ideas about how to plan for a longer retirement. Check it out and let me know what you think... bit.ly/3oygth5

We need to be having financial planning converations with our clients that go beyond the spreadsheet... youtu.be/RN1ewyOljcs?utm_sou…

One thing that sets RichLife Advisors apart from other financial planning firms is that we help our clients address the non-financial aspects of their retirement - relationships, experiences and purpose and their role in a fulfilling retirement. bit.ly/3uXzziP

This 𝑰𝒏𝒗𝒆𝒔𝒕𝒐𝒓'𝒔 𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝑫𝒂𝒊𝒍𝒚 article shared a couple of my ideas about helping couples get on the same page when it comes to their finances! #LiveRich #RichLife investors.com/financial-advi…

Only 4% of retirees claim Social Security at the financially optimal time for their situation. This equates to approximately $111,000 of lost benefit per household. Move Social Security Optimization to the top of your retirement planning goals list. You’ll thank me for it.

The Secure Act changed the rules for non-spousal inherited retirement accounts & created a lot of tax complications for beneficiaries. I shared some ideas w/ @seniorplanet about creating a distribution strategy to avoid unnecessary taxes. bit.ly/3HbZr0d

COVID-19 hit retirees hard. 2022 created a perfect storm - rising interest rates, assets dropping with the market and increasing inflation. This @MarketWatch article covers a few things you can do to prepare for the next time things go sideways. on.mktw.net/3VifuA5

It doesn't matter who you are and how smart you are -- the data shows that the majority of Americans do not know how to optimize their Social Security claiming strategy... And, it's costing them hundreds of thousands of dollars in lifetime benefits.