JCN Financial

📊 Did You Know?

According to the Transamerica Center for Retirement Studies, more than half of workers (53%) plan to work during retirement, and 36% expect to work until at least age 70.

A common reason: concern about having enough money to retire comfortably.

Retirement isn't just about reaching a certain age. It's about having the flexibility to choose what's next.

👋🏼 Meet the New Kid on the Block and tell him HAPPY BIRTHDAY!

5 Fun Facts about Allan:

🐈 Cat Dad
🏋️ Likes to work out
🏎️ Amateur Race Car Driving
🦉 Night Owl
🧑‍🍳 World-Class Foodie

Welcome to the JCN team, Allan! 🤩🥳

Could your estate plan unintentionally create conflict for your family?

Some of the most common estate-planning mistakes include:
❌ Not updating your plan after major life changes
❌ Surprising heirs with unexpected decisions
❌ Ignoring family dynamics
❌ Choosing an executor who may create tension among beneficiaries

A well-designed estate plan can help ensure your wishes are carried out while reducing the likelihood of misunderstandings or disputes.

When was the last time you reviewed yours?

❤️To our JCN Family and Friends ❤️

Please have a FUN and SAFE Holiday weekend!

Our office will reopen on Tuesday, 9/8.

What's one thing from the past that should make a comeback?

Maybe it's drive-in movie theaters, handwritten letters, family dinners around the table, or simply a slower pace of life.

Retirement often gives us a greater appreciation for the moments, traditions, and experiences that mattered most.

If you could bring back one thing from the good old days, what would it be? Share your answer below. 👇

🌻Thank you for your dedication and hard work, Olivia! 🌻

Thinking about relocating in retirement?

You have to consider more than just the cost of the house... 🏡

Taxes, healthcare coverage, insurance, utilities and even everyday expenses can look very different once you've settled in.

Sometimes the hidden costs are the ones that matter most.

🎾 What do the US Open and retirement planning have in common?

Both reward patience.

The best tennis players spend years preparing for a few days of competition. Likewise, retirement is often the result of years of saving, planning, and staying committed to the process.

Let us know who you're rooting for in the comments below! 👇

Summer may be winding down, but the adventures don't have to. ☀️

One of the best parts of retirement is that travel doesn't have to be limited to just one season. From beach escapes to mountain retreats and everything in between, the possibilities are endless.

If you could book one retirement trip today, where would you go? 🌎