Juli McNeely @mcjuli2

Joined February 2009

Tweets

649
Followers

492
Following

502
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Juli McNeely @mcjuli2

2 years ago

⁦@BayPortHS⁩ instagram.com/reel/C3vp-zkpw…

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What is your definition of #success? 🏆✨ Success looks different for everyone, and there is no "right" definition. I have a YouTube video up now where I talk about how to define what your version of success is. Check the video out here: youtu.be/aG8Zj5LcA3g

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Juli McNeely @mcjuli2

5 years ago

Just 23% of board director positions across the #financialservices industry are held by women. That number should be a lot higher! Women make great leaders, especially in this industry. Have you ever considered working in an executive role?

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Juli McNeely @mcjuli2

5 years ago

Balance is everything! #financialservices

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Juli McNeely @nonecktieneeded

5 years ago

Now, more than ever, it's important to remember that building a #relationship with clients makes them feel appreciated. Spread #kindness in all that you do in your work, always.

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Michael Gerber is #NAIFAproud! @gerber_me

5 years ago

#NAIFAproud! Learn why: belong.naifa.org

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Financial Clarity by Design @Fin_Clarity

5 years ago

Social Security retirement benefits replace about 40% of a median wage earners income after retiring. You may be able to estimate your benefit by using your retirement estimator on the Social Securities administrations website. ssa.gov

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Financial Clarity by Design @Fin_Clarity

5 years ago

Fun Fact: The average American spends about 20 years in retirement.

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Financial Clarity by Design @Fin_Clarity

5 years ago

Be open with your spouse or significant other about how much you think you should, and will, spend in retirement so that you’re both on the same page.

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Financial Clarity by Design @Fin_Clarity

5 years ago

Tip for Newly Weds: Frequent conversations about your finances will lead to long term financial success. Seeking the help of a financial planner will also help you stay on track.

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Financial Clarity by Design @Fin_Clarity

5 years ago

Tip for newly weds: Develop a joint budget and set joint financial goals for the future. Make sure you monitor your progress regularly.

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Financial Clarity by Design @Fin_Clarity

6 years ago

Protect Yourself: As tax season approaches, many people start getting phone calls, emails and text messages from entities claiming to be the IRS. Don’t fall for these tax scams. U.S. Mail is the only way the IRS will correspond with you.

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Financial Clarity by Design @Fin_Clarity

6 years ago

Secure Act - New Law Effective 1/1/2020 – The new law removes the age limit on IRA contributions. Beginning in the 2020 tax year, contributions to your traditional IRA can be made beyond 70½ provided you have earned income. Call us with questions.

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Financial Clarity by Design @Fin_Clarity

6 years ago

Getting organized: If you have regular access to a computer, setting up online pay for your bills can go a long way towards streamlining the organization of your finances.

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Alliance for Lifetime Income @alincome

6 years ago

Juli McNeely, the first female president of @NAIFA, shared her holistic approach to retirement planning, which includes a conversation about how #annuities can help overcome retirement obstacles.