Laryssa Freeman, CFP® 🇺🇸
@meritagewm
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📞Schedule your call ⬇️ are we a good fit? 🗓️30 day action plan tailored to your needs 🔁Ongoing support to grow & protect your wealth 📍SoCal & Virtual
Carlsbad, CA
Joined December 2017
Why naming a trust as your IRA beneficiary could backfire #retirementplanning #estateplanning #IRAbeneficiary
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Retiring together vs. staggered retirement—what’s better? #retirementstrategy #couplesplanning #financialreadiness
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Golf = Life. Some days you’re the hero… other days, the hazard. Yesterday? I was both.
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The most important document every retiree should review #estateplanning #retirementtips #familyfinance
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What happens when one spouse retires but the other doesn’t #retirementtiming #couplesplanning #retirementdynamics
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Want to retire early without a penalty? #retirementplanning #earlyretirement #SEPP #financialfreedom #moneytips
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The Social Security earnings test—what you need to know #socialsecurity #retirementplanning #earningstest
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Worst advice for new widows? "Do nothing for a year." The year your spouse passes is a ONE-TIME tax planning window. Miss it, and you could pay thousands more in taxes for the rest of your retirement. #widowfinance #taxplanning #financialliteracy #retirementplanning
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After 25 years working with retirees, here are the 3 things you can't overlook... #retirementplanning #taxsmart #retirementgoals
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🚫 Think maxing your traditional 401(k) is always smart? Think again #retirementstrategy #investmentplanning #taxefficiency
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3 big mistakes people make when leaving money to their kids #legacyplanning #estateplanning #inheritance
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Why work with an independent financial advisor? 👀
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