“I’d take a vacation if I had the money!” Time and time again, I hear this from clients… They’d LOVE to take vacation but don’t have the money. Here’s the catch…. They do have the money. In fact, it wouldn’t even make a dent. Yet they think they don’t have the funds. Why is that?? For many of my clients, they want to leave an inheritance for their children. (Which is great!!!) However, you are here right now. Why not spend it?? Retirees, you shouldn’t have to miss out on fun opportunities. You deserve to have a vacation. The memories you’ll make on that trip? Priceless. It’s important to have a balance of both saving and fun. What’s your dream vacation spot? --------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Savings #Retirement

Quack, Quack!! 🦆 That's "Secure your life" in duck. Life insurance gives you and your family needed protection from the unexpected. We can't predict the future, but we can plan for it! ------------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #LifeInsurance #PersonalFinance #Finance

“I still don’t think I’m ready to retire.” Recently, I did an annual review with an older couple. When I brought up retirement, I felt tension in the room. He didn’t feel ready to retire yet. On paper, they were all set. However, there was one thing holding him back. He loved what he did. He didn’t want to give that up yet. It can be hard to let go, especially when we love where we work. With this, he’s going to keep working for a few more years til he’s ready. Til then, we'll continue to grow his retirement fund. When you love what you do, it doesn’t feel like work. I hope we all find that job! 📌What’s one thing you want to do before you retire? ------------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Retirement #PersonalFinance #Finance #Saving

Waiting doesn’t feel expensive…. until you see the math. People often underestimate the power of starting small. Time is our greatest asset for building wealth. And you can’t get that back. Think I’m wrong? Here’s the difference between planning for retirement now versus 5 waiting 5 years. Let’s say you start contributing $200 per month at age 30. By 65, that’s potentially over $400,000. Waiting until 35 with the same monthly amount? You’d have around $265,000. That’s $135,000 difference, just because you waited!! Life gets busy. However, remember this is YOUR retirement. Decisions you make today affect us tomorrow. Waiting does influence our retirement fund. Want to start planning? Let’s chat! --------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Retirement #FinancialPlan