ClearStep Financial

09/10/2023

🌟 Celebrate National Assisted Living WeekⓇ: September 10-16, 2023 🌟

Join us as we honor the incredible spirit of assisted living communities during National Assisted Living WeekⓇ! This special week, celebrated from September 10-16, 2023, shines a spotlight on the positive impact of assisted living on individuals' lives.

💙 Discover the warmth of assisted living: With compassionate caregivers and vibrant communities, assisted living offers a supportive and enriching environment for seniors to thrive.

💚 Embrace connection and engagement: Assisted living fosters a sense of belonging and encourages meaningful connections among residents, promoting social interaction and lifelong friendships.

💛 Celebrate independence and well-being: Assisted living empowers individuals to maintain their independence while assisting with daily activities, personalized care, and access to engaging programs promoting well-being.

💜 Honor the dedicated caregivers: Let's recognize those who go above and beyond to provide compassionate care and create a nurturing atmosphere within assisted living communities.

💙 Share your stories and gratitude: During this National Assisted Living WeekⓇ, let's come together to share stories of resilience, joy, and the transformative power of assisted living. Show your appreciation for the remarkable residents, staff, and caregivers who make a daily difference.

Join us in celebrating National Assisted Living WeekⓇ and spreading the positivity and love that shines brightly within assisted living communities.

09/04/2023

08/31/2023

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:
🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)


Source:

Rolling over an old 401(k) into a new plan can be a pain, but it's typically worth the hassle.

08/27/2023

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/25/2023

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/23/2023

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/21/2023

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

08/08/2023

You may not know what a big “dill” it is, but today’s a day to “relish” the sport of pickleball. Pickleball combines tennis, badminton, and ping-pong, and is sweeping the nation. This sport is fun for people of all ages, and is a great way to stay active.