Dominic Rice - Financial Consultant

All about balance!

Happy Friday Funny😁

"Financial planning should reflect the life someone is actually living, not the one others assume they’ll have" 👇👇

What Does Financial and Estate Planning Look Like When You Don’t Have Children? Nearly one-quarter of U.S. adults are Childfree or permanently childless, and a new national survey from Childfree Trust® shows the financial planning industry has yet to catch up.

It's almost that time again!

Here are some simple ways you can save more this season. 👇👇

Back-to-School on a Budget: 10 Ways to Shop… | Fortera Credit Union While students aren’t strolling into math class quite yet, here is a number to consider: The average back-to-school spending for families with children in…

"Retirees are already factoring healthy years into their plans: 80% cited making the most of their healthy, active years as a top motivation."

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Americans Nearing Retirement Fear Running Out of Time More Than Money A new survey from retirement planning platform Boldin finds that Americans approaching or living in retirement are more concerned about running out of healthy years than running out of money, and that concern is reshaping how and when they plan to travel.

Happy Motivational Monday!

Do one thing today that puts you in a better place for tomorrow😁

Happy Friday!

"A Roth conversion can be a very effective planning tool for many people 60 or older. However, this decision needs to be made on a case-by-case basis, and even on a year-by-year basis, for each person."

Contact us today if you'd like us to take a look at whether it makes sense for you!

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Roth IRA conversions in your 60s and beyond: what to know - AOL A Roth IRA conversion can be an effective financial planning tool for many investors. There are a number of pros and cons to doing a Roth conversion at any age, but many of these issues are especially critical for those who are 60 or older. Here are some key issues for these older investors to ...

“When your spending aligns with what matters most to you, whether that is philanthropy or travel, you can feel more confident using your savings without fear of regret.”

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Most Americans Fear Spending Their Retirement Savings: Allianz Most Americans struggle with shift to spending their retirement savings, finds 2026 Annual Retirement Study from Allianz Life

"Many Americans harbor basic misconceptions about Social Security, Medicare and other pillars of retirement."

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Is Social Security broke? 6 big retirement misconceptions Many Americans harbor misconceptions about Social Security, Medicare and other pillars of retirement. Here are 6 of the biggest retirement myths.

Take a step today!

Happy Motivational Monday 😁