Since 1977 we have worked with a wide range of clients, including individuals, families,businesses owners, and employees of Fortune 500 corporations. Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.
Did you know that if you retire after December 1st, 2022 you may see a significant decrease of up to 25% of the total value in your company lump-sum pension amount?
If you are near retirement age (or want more information) and have a lump-sum pension plan it may be in your best interest to have a conversation with a Landmark Advisor. Our team is prepared to help guide you to better understand the changes coming in 2023 and present scenarios you may be facing. For more information please click on the video to the left for a 3-Minute overview regarding the lump-sum pension changes.
At Landmark Wealth Management Group, we like to say that our team helps guide you on your journey toward abundance. What is abundance?
One of the most common definitions of abundance is “plentiful, an overflowing fullness.” When connected with finances, it can mean affluent or wealthy. But abundance doesn’t mean the same thing to everyone; it doesn’t refer to a particular number. Abundance in your particular situation will depend on your values and goals and what you want out of life. In addition, abundance implies that you have more than you need, allowing you to be generous and share with family, friends, or your favorite charities.
Defining what a life of abundance means to you is the first thing we talk about when we meet with you. Once we’ve determined that, we can help guide you on how to get there. Your definition of abundance may change over time, and it’s ok: We are with you on this life-long journey. And when it’s time to talk to your kids and grandkids about their definition of abundance, we can be there for them too.