Financial Planning: Managing Health Care Costs in Retirement
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
Impact Advisors Group is pleased to announce that Jon Bock, CPA/PFS has earned his Certified Exit Planning Advisor (“CEPA”) designation.
“I joined IAG because I wanted to make an impact,” said Jon Bock, CPA/PFS, CEPA®, Candidate for CFP®. “I became a CEPA® because I have learned how much of an impact the business community has on our country and its future. I am committed to doing my part to improve the odds of success for business owners by helping them to build more valuable companies, have stronger personal financial plans, and align their personal goals.”
The CEPA® designation is sponsored by the Exit Planning Institute and is the industry’s preeminent indication of an advisor’s ability to help business owners grow their company from successful to significant. A significant company is one that is valuable, transferrable and attractive at any point, and one that also has an ownership team who has done the work to ensure their business, personal/family and financial goals are aligned.
“As a CPA, Jon already had a unique ability and experience to serve the small and medium business community,” said IAG CEO Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, EA. “Now that he possesses the enhanced knowledge and toolkit of a CEPA®, he has dramatically increased the probability of success for IAG’s business clients. Jon exemplifies being the best at getting better. He will have a positive impact on those he serves. We are thankful that Jon is on our team.”
Please join us in celebrating Jon’s accomplishment as well as his commitment to being the best at getting better!
FREE FINANCIAL ASSESSMENT
With all the uncertainty and volatility in today’s economy, the time is now to take a thorough look at your finances. To accurately plan for your financial future, you must first know where you currently stand. For these reasons, our Success Team at Impact Advisors Group is offering a free financial assessment for both individuals and business owners. Request yours today!
This post was written and first distributed by The Writing Company.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.
Ten years ago, the Exit Planning Institute embarked on a groundbreaking research endeavor called the State of Owner Readiness Survey.
During this series, we have learned that our own behavioral biases are often the greatest threat to our financial well-being.