Minerva Planning Group

Below are financial plan examples for hypothetical clients in several different situations. These plans were created by our Atlanta financial advisor team and should give you an idea of what is typically included in a plan. Hopefully, you’ll be able to find a sample plan that addresses issues you might be facing, and if that’s the case, the sample plan will provide you with a better understanding of the plan format, content and cost. Finding an Atlanta financial advisor who i...s a good fit can be difficult, so feel free to contact us for further information. -> https://www.minervaplanninggroup.com/sample-plans/ If, after reading the sample financial plans, you would like to attend a no-cost 90-minute workshop to create your own financial plan, click here: https://www.minervaplanninggroup.com/schedule-a-call/ Please note that the workshop is only valid for U.S. residents, as all tax assumptions are based on U.S. tax regulations.

What You Should Know About Postponed and Deferred Retirement Under FERS: If you have worked for the federal government for at least 20 years, you will retire at the age of 60. You can also retire at the age of 62 if you have worked for the federal government for at least five years. If you retire and meet the conditions above, you can receive an unreduced pension, the Special Retirement Supplement (SRS) if you are younger than 62, and the right to continue collecting federal health and life insurance benefits after you retire, according to the guidelines for regular FERS retirement. Learn more today: https://www.minervaplanninggroup.com//what-you-should-kno/

Wealth Management Services for Atlanta Minerva Planning Group is a wealth management firm based in Atlanta, Georgia. Our experienced financial advisors work with clients across Atlanta and beyond. Whether you are planning for retirement or navigating the best investment strategies, our wealth management firm is committed to helping you make informed decisions. By choosing a local wealth management group in Atlanta, you’ll gain access to customized, strategic financial guidance. Learn more here: https://www.minervaplanninggroup.com/

Should I Make a Roth contribution or a Traditional IRA Contribution? IRAs remain a great way to set aside funds for retirement, even though most people nowadays have access to a 401(k) or 403(b) retirement savings plan at work. One of the most common questions people have about IRAs is whether they should invest in a traditional or a Roth IRA? Learn more: https://www.minervaplanninggroup.com/