Michael Leonard’s Post

Looking for financial advice tailored specifically for military personnel? 🎖️ Check out "The Military Guide to Financial Independence and Retirement" by Doug Nordman. This comprehensive guide offers strategies for saving, investing, and planning for retirement, crucial when relocating. It's a must-read for anyone in the Military Relocation Services Industry, helping military members make smart financial decisions for a smooth transition and long-term stability. #MilitaryFinance #RetirementPlanning #RelocationServices #MilitaryLife #FinancialIndependence #SmartInvesting #LongTermStability

Welcome to another edition of Thursday Thoughts! Today we continue the six-part series titled "planning for Military Retirement or Separation'. If you would like to set up an appointment, please message me on here or my mobile number, 937-932-1705. #commonmistakes #thursdaythoughts #financialplanning

If you are in the retirement “red zone” 🏈 and nearing your transition from the military, you may have a lot of financial decisions to make. Check out our military retirement and separation guide for help navigating your transitional period: https://lnkd.in/eMWVjZiE.

Active Duty military... At what point did you learn about investment in an IUL policy while in the service? Retirement is 20 years and in that time frame if you have a policy it could be equal to over 1M dollars. We have carriers that focus on your community. Schedule a consultation today! I am a Veteran who did not know, now is the time to get the word out. #MasterWealthBuilders

Retiring from the military is a profound accomplishment. If you're worried about your post-retirement income or just aren't quite sure what your finances will look like once you're no longer an active military member, you are not alone. Our latest blog highlights some benefits you can take advantage of after you retire from the military. https://hubs.li/Q027GSf30

Happy Veteran's Day to all of the veterans who are serving or who have served in our military branches. We appreciate your service and honor you on your special day! Thank you for your service! Many of our clients are veterans and have family members serving in the military. We love serving military members and their families and would love to speak with you about your estate plan and your plan for retirement. The benefits offered by the military are unmatched by most private employers. From a generous pension plan to medical benefits and even some light estate planning. Most of the financial pieces are already in place for you. However, there are a few pieces that we are able to help our veterans figure out. Like should I plan my estate with a trust, are there other documents that I need to put in place to complete my estate plan, do I have enough protected income to handle my expenses in retirement, have I thought through the plan for my legacy and how I want to be remembered? These are just some of the questions that we help our veterans to think through. If you are a veteran and want to learn more about how we can enhance your estate plan and ensure that you are fully prepared for retirement, don't hesitate to contact us today to schedule your appointment. https://lnkd.in/dnixXuT, info@reflectionslifeplanning.com, 703-752-6196 #servingveterans #estateplanningdc #estateplanningvirginia #retirementsolutions #reflectionslilfeplanning #seeyourbestfinancialself

Transitioning from military to civilian life can be challenging, but you don’t have to navigate it alone. At Nikn Victory Financial, we provide personalized financial planning to help veterans build a secure retirement. Let's achieve financial victory together #Veterans #FinancialFreedom #NiknVictoryFinancial

As a military veteran, I get questions about military retirement and what to expect. Here is an article to get you started, but it would be best to get all your questions answered by setting up an appointment with me. (913) 914-1944. #military #retirement #financialplanning https://lnkd.in/ghunevdF

California and Military Veterans: A Call for Better Financial Recognition I left California as quickly as I could, and as a veteran, I’m very glad I did. I didn’t fully realize the disparity in how the state treats its veterans. California hosts the most military bases in the nation, with 41 installations significantly contributing to the state’s economy and national security. Yet, in a striking contrast, California is one of only six states (plus D.C.) that fully tax military retirement pay. This presents a paradox. While California heavily relies on and benefits from its military presence, it doesn’t extend financial benefits to our veterans in retirement. This approach is particularly notable, given that 26 states don’t tax military retirement pay, and nine states have no income tax at all. Treating our veterans fairly is not just a matter of respect; it’s an acknowledgment of their service and sacrifice. If you live there, I encourage you to advocate for policies that better support our veterans financially in their retirement. God bless Texas 🤠 #Veterans #MilitaryRetirement #CaliforniaPolicy #EconomicImpact #VeteranSupport

Retiring from the military is a profound accomplishment. But if you're worried about your post-retirement income or just aren't quite sure what your finances will look like once you're no longer an active member of the military, you are not alone. Here, we highlight some of the benefits you can take advantage of after you retire from the military. https://hubs.la/Q026rHy60