Jon Jung Financial Advisor

27/07/2026

Reminder to enjoy yourself with friends and family. Wealth isn't always about the dollars behind your name. Memories aren't purchased, they're experienced. 180+ restaurants in Central Florida are participating in the annual "Magical Dining" month and half long event. Get your tables, make your memories, enjoy your hard earned money.

Find your favorites, view menus and make reservations at 180+ participating restaurants, all for a great cause.

25/05/2026

Today we remember and honor the heroes who gave everything for our freedom.

Thank you to the brave men and women who served our country with courage and sacrifice. Wishing you and your family a meaningful Memorial Day. 🇺🇸

23/05/2026

🤝 CONNECT. COLLABORATE. GROW.

Join us for our upcoming BNI Visitors Day and connect with local professionals focused on building strong referral relationships and growing together.

📅 June 23, 2026
⏰ 8:00 A.M.
📍 Winter Park Country Club

We’re looking to connect with professionals in:
✨ Estate Planning
✨ CPA Services
✨ Marketing
✨ Commercial Real Estate
✨ Cybersecurity
✨ Photography
✨ Business Law
…and more!

Bring your business cards, meet local leaders, and expand your network.

DM for details or to RSVP!

ReferralMarketing ProfessionalGrowth SmallBusinessOwner NetworkingEvent CommunityConnections

23/05/2026

Looking to grow your business network and build meaningful professional relationships?

Join us for BNI Visitors Day!

📅 June 23, 2026
⏰ 8:00 A.M.
📍 Winter Park Country Club
761 Old England Ave, Winter Park, FL

This event is designed for local professionals who want to:
✅ Build referral partnerships
✅ Connect with trusted business professionals
✅ Expand their visibility in the community
✅ Learn how relationship-based networking works

We’re especially looking to connect with professionals in areas such as:
• Estate Planning
• CPA Services
• Commercial Real Estate
• Marketing
• Business Law
• IT & Cybersecurity
• Bookkeeping
• Photography
…and more.

Visitors are welcome! Message us if you'd like to attend or learn more.

04/05/2026

✨️ New job on the horizon? 🎉 ✨️

Don’t forget about your 401(k)! 💰

From rolling it over to a new plan or IRA to leaving it where it is, knowing your options can make a big difference for your future.

Make the move that may keep your retirement on track. ✈️➡️🛬

Wondering what to do with your 401(k) when changing jobs? You have 4 main options. See what they are and the one mistake that may cost you thousands.

23/03/2026

Thinking about early retirement? 👀💼

The Rule of 55 could let you tap into your 401(k) penalty-free before age 59½—if you qualify. 🔓💰

Find out how it works and whether it fits your retirement strategy. 📊✨

What is the Rule of 55? Find out how to take penalty-free 401(k) withdrawals at age 55, who qualifies, tax implications, and rollover risks.

16/03/2026

Student loan debt 🤝 retirement savings? Yes, it’s possible. 🎓💼

Learn how the 401(k) student loan match works and how paying down your loans could still help you earn employer retirement contributions. 💰📈

This may help you tackle debt and build your future.

Article Link🔗: https://bit.ly/40vGlNh

20/01/2026

Dreaming of a million-dollar 401(k)?

Here’s how you may build momentum in 2026 with smart, consistent moves for long-term growth.

Article 🔗 in comments 👇

17/01/2026

Look beyond numbers. Sometimes freedom starts with a single intentional choice. 💪

12/01/2026

401(k) hardship withdrawals just hit record highs! What this can mean for retirement savings and how to help you stay on track.

Article 🔗 in comments👇