Tag: Retirement Savings
How to Keep Your New Year’s Financial Resolutions

How to Keep Your New Year’s Financial Resolutions

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Are you ready to make small changes that could impact your financial future?

Dennis O’Keefe explores the power of simple adjustments in retirement savings tailored for telecom employees facing retirement or career changes. We all know how fleeting resolutions can be, but what if a few small shifts could enhance your financial well-being? 

Join Dennis as he shares insights, personal stories, and practical steps like:

  • Understanding and managing your financial statements
  • Tax-saving strategies for investment accounts
  • Increasing your 401k contributions incrementally
  • The importance of maintaining an emergency fund
  • And more

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Supercharge Your Retirement Savings!

Supercharge Your Retirement Savings!

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With over 30 years of expertise as a CERTIFIED FINANCIAL PLANNER™ for telecom employees, Dennis offers insights into maximizing your 401k contributions and why starting early is crucial.

He explores the power of compound interest, sharing an example of three hypothetical savers, demonstrating that starting contributions early—even with lower amounts—leads to significantly higher retirement savings. He also discusses the changes brought by the Secure Act 2.0 and strategies for smart saving, at every stage of life. 

Download now, and please share this episode with someone who could benefit from Dennis’ wisdom—whether they’re 25 or 65!

Key highlights include:

  • The new 401k catch-up provisions under the Secure Act 2.0 
  • A telecom example of the magic of investing early
  • The power of compound interest on long-term savings 
  • Insights into spending control near retirement and its significance 
  • Strategies for maximizing the benefits of 529 plans for future generations
  • And more

Previous Episodes of Interest:

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.