Bryan Koslow, MBA, CFP®, CPA, CFF, PFS

What's in your retirement blueprint? Have you considered the growing healthcare costs? Uncover essential tips and strategies for effective preparation. https://lnkd.in/eJv8pFiZ #RetirementPlanning #HealthcareCosts

Retail annuity sales have increased as an accumulation strategy, but plan sponsors will need education from advisors in order to adopt in-plan annuities. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .

Retail annuity sales have increased as an accumulation strategy, but plan sponsors will need education from advisors in order to adopt in-plan annuities. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .

Advisors, we can help you future-proof your financial advisory practice… In the newest discussion of The Breakthrough Advisor™, Debra Taylor shares invaluable insights on incorporating tax efficiency into your financial strategies. Discover practical tips and software tools you can implement today to better serve your clients: https://bit.ly/4biHkTD #TheBreakthroughAdvisor #TaxPlanning #FinancialAdvisors #FutureReady #ClientFocus

*** Financial Friday *** Remember the story of the hare and the tortoise? Well, it's no surprise that when it comes to investing, there are parallels to be drawn. Men often resemble the hare—bold, eager to sprint ahead, and maybe a bit impulsive. Meanwhile, women resemble the wise tortoise—steady, focused on the long game, and oh-so-consistent. 🧠 Brain Differences: Studies show that men's confidence in investing can be a bit like the hare's overconfidence, leading them to take bigger risks. But us ladies? We channel that tortoise energy—careful, deliberate, and strategic. ⚖️ Balance and Confidence: It's not about who's faster or better—it's about finding YOUR investing style. Both styles eventually make it to the finish line; some are just bumpier than others. What's important is that you're confident in your strategy and start investing. For me, I tip-toed into investing until I was able to grow my confidence in my investment strategy. If I jumped in full force and there was a market downturn, I would have likely gotten out and missed out on a ton of future earnings potential. But by taking it slow and just getting started, I was able to grow my understanding and confidence and let my money start to work for me for the long-term. Tell me, how does this comparison add up for you? I'm for sure the tortoise in my house! Are you the hare or the tortoise in your relationship? If you're interested in getting started with your financial journey schedule a free consultation at www.bestgatewealth.com. #FinancialFriday #Investing #FinancialLiteracy

The financial services I offer help you optimize your financial circumstances and prepare for your financial future: 🧭Comprehensive Wealth Management 📊Investment Management 🛣️Retirement Planning 🧾Tax Planning 🚀401(k) for Business Owners Call today to learn more.

When it comes to planning for a secure retirement, long-term care remains an unaddressed challenge to many people's financial security. Watch the replay of my webinar to learn about the importance of LTC planning, common misconceptions, and financial strategies to consider.

When it comes to planning for a secure retirement, long-term care remains an unaddressed challenge to many people's financial security. Watch the replay of my webinar to learn about the importance of LTC planning, common misconceptions, and financial strategies to consider.

When it comes to planning for a secure retirement, long-term care remains an unaddressed challenge to many people's financial security. Watch the replay of my webinar to learn about the importance of LTC planning, common misconceptions, and financial strategies to consider.