Dali's Financial Services

Dali's Financial Services World Financial Group (WFG) is helping individuals and families who are often overlooked by other co
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Helping and Educating Individuals, Families and Business owners who are often overlooked by other companies in the financial services industry. FREE OF CHARGE working with clients to create a customized strategy to protect them and their families. SERVICES THAT I OFFER WITH TOP MOST COMPANIES: LIFE INSURANCE (REVIEW OLD POLICIES), HEALTH INSURANCE (BCBS,KAISER,AETNA,CIGNA…),LONG TERM CARE, ROLL OVER 401K, IRA, ROTH IRA, ANNUITIES AND MUCH MORE. EDUCATION IS A KEY IN MAKING DECISIONS AND DECISIONS WE MAKE TODAY ARE CRITICAL IN DETERMENING OUR AND OUR CHILDRENS FUTURE.

03/13/2026
What started as old 401(k) rollover is already growing into something meaningful❗️Today I reviewed a statement with my c...
03/11/2026

What started as old 401(k) rollover is already growing into something meaningful❗️

Today I reviewed a statement with my client, and she was so happy to see over $7,000 in interest earned in her account. For some people that may not seem like a lot, but for her it meant progress, security, and confidence that her money is working for her.

What she appreciates even more is knowing that even if the market drops, this strategy protects her from losing money💲 due to market downturns.

Moments like this remind me why I love♥️ what I do — helping families position their hard-earned money to grow while protecting what they’ve worked so hard to build.

Past performance does not guarantee future results but it definitely helps to have good strategy.

If you’d ever like to review your 401(k), 403b.. or retirement options, my time is always free of charge.
— Dali Josipovic
678-776-1395/678-221-7953

Turning 65 soon or helping a loved one who is❓️It’s very important to understand the difference between the two main Med...
03/09/2026

Turning 65 soon or helping a loved one who is❓️

It’s very important to understand the difference between the two main Medicare options after enrolling in Original Medicare (Part A & Part B).

You generally have 2 paths:
Option 🅰️ — Medigap (Medicare Supplement)
• Helps cover the 20% Medicare doesn’t pay
• You can see any doctor who accepts Medicare
• Requires a separate Part D prescription drug plan
• Dental and vision can be added separately
⚠️ Important:⚠️
Your Medigap Open Enrollment Period usually happens only once when you first turn 65 and have Medicare Part B. During this time you can enroll without medical underwriting.

Option 🅱️ — Medicare Advantage (Part C)
• Many plans have $0 monthly premiums
• Often include prescription drugs, dental, vision, and hearing
• All benefits bundled into one plan
Choosing the right option can make a big difference in your healthcare costs and flexibility.

❗️If you or someone you know is approaching 65, feel free to reach out.
🙏I'm happy to review your options and answer questions.

❗️If you need assistance applying for your Original Medicare (Part A & Part B), feel free to reach out as well.

Dali Josipovic
📞 678-776-1395/678-221-7953

BOSNIAN VERSION
Punite 65 godina uskoro ili imate nekoga u porodici ko ulazi u Medicare?
Veoma je važno razumjeti razliku između dvije glavne opcije nakon što dobijete Original Medicare (Part A i Part B).
Obično imate dvije mogućnosti:
Opcija A — Medigap (Dopunsko Medicare osiguranje)
• Pokriva 20% troškova koje Medicare ne plaća
• Možete ići kod bilo kojeg doktora koji prihvata Medicare
• Potreban je poseban Part D plan za lijekove
• Dentalno i vidno osiguranje mogu se dodati posebno
⚠️ Važno:
Vaš Medigap period za upis bez zdravstvenih pitanja obično imate samo jednom — kada prvi put napunite 65 godina i imate Medicare Part B.
Tokom tog perioda možete se upisati bez medicinskog underwriting-a.
Opcija B — Medicare Advantage (Part C)
• Mnogi planovi imaju $0 mjesečnu premiju
• Često uključuju lijekove, dentalno, vid i sluh
• Sve je uključeno u jedan plan
Izbor pravog plana može napraviti veliku razliku u vašim troškovima i pokriću.
Ako vi ili neko koga poznajete uskoro puni 65 godina, slobodno me kontaktirajte.
Rado ću pomoći da razumijete sve opcije.
Ako vam je potrebna pomoć oko prijave za Original Medicare (Part A i Part B), slobodno me kontaktirajte.
Dali Josipovic
📞 678-776-1395Punite 65 godina uskoro ili imate nekoga u porodici ko ulazi u Medicare❓️

Veoma je važno razumjeti razliku između dvije glavne opcije nakon što dobijete Original Medicare (Part A i Part B).

Obično imate 2je mogućnosti:
Opcija 🅰️ — Medigap (Dopunsko Medicare osiguranje)
• Pokriva 20% troškova koje Medicare ne plaća
• Možete ići kod bilo kojeg doktora koji prihvata Medicare
• Potreban je poseban Part D plan za lijekove
• Dentalno i vidno osiguranje mogu se dodati posebno
⚠️ Važno⚠️:
Vaš Medigap period za upis bez zdravstvenih pitanja obično imate SAMO JEDNOM — kada prvi put napunite 65 godina i imate Medicare Part B.
Tokom tog perioda možete se upisati bez medicinskog underwriting-a.

Opcija 🅱️ — Medicare Advantage (Part C)
• Mnogi planovi imaju $0 mjesečnu premiju
• Često uključuju lijekove, dentalno, vid i sluh
• Sve je uključeno u jedan plan
Izbor pravog plana može napraviti veliku razliku u vašim troškovima i pokriću.

❗️Ako vi ili neko koga poznajete uskoro puni 65 godina, slobodno me kontaktirajte.
Rado ću pomoći da razumijete sve opcije.
💪Ako vam je potrebna pomoć oko prijave za Original Medicare (Part A i Part B), slobodno me kontaktirajte.

Dali Josipovic
📞 678-776-1395/ 678-221-7953

💰💰💰 IF YOU HAVE NOT STARTED SAVING FOR RETIREMENT — START NOW! 💰💰⏰ If you haven’t contributed for 2025 yet, you may stil...
03/09/2026

💰💰💰 IF YOU HAVE NOT STARTED SAVING FOR RETIREMENT — START NOW! 💰💰

⏰ If you haven’t contributed for 2025 yet, you may still be able to do so before the tax deadline, and you can also begin contributing for 2026.
✔ 2025 IRA Contribution Limits:
💵 $7,000 if you are under age 50
💵 $8,000 if you are age 50 or older
✔ 2026 IRA Contribution Limits:
💵 $7,500 if you are under age 50
💵 $8,500 if you are age 50 or older
📈 The earlier you start saving, the more time your money has to grow and work for you.
❗️There are different strategies available:
💼 Traditional IRA – may help reduce your taxable income today
🌱 Roth IRA – allows for tax-free income in retirement
💰 Your future retirement will depend on the decisions you make today.
If you would like help reviewing your options, I would be happy to assist you.
Dali Josipovic
📞 678-776-1395

Friends & Clients in ATLANTA & SURROUNDING AREAS!If you or someone you know lives in Lithia Springs, Douglasville, Auste...
03/08/2026

Friends & Clients in ATLANTA & SURROUNDING AREAS!
If you or someone you know lives in Lithia Springs, Douglasville, Austell, Powder Springs, Hiram, or West Atlanta, you are invited to a free educational workshop on:
Tax Advantage Strategies to Build Wealth

📅 Sunday, March 15
🕓 Reception 4:00 PM
🎓 Workshop 4:30 – 6:30 PM
📍 Fairfield by Marriott – Lithia Springs

This workshop will share powerful strategies families use to protect, grow, and build wealth in a tax-efficient way.

❗️Please share this with friends, family, and anyone in the West Atlanta area who would benefit from financial education.

👉 Register with Dali Josipovic
678-776-1395

Let’s continue bringing financial literacy to our communities.

🌸 Happy International Women’s Day – March 8th 🌸Today we celebrate the strength, love, patience, and resilience of women ...
03/08/2026

🌸 Happy International Women’s Day – March 8th 🌸

Today we celebrate the strength, love, patience, and resilience of women everywhere.

To all mothers, daughters, grandmothers, sisters, and friends — thank you for the countless sacrifices, the wisdom you share, and the love ♥️you give every single day.
✅️Your strength shapes families.
✅️Your patience builds generations.
✅️Your love makes the world a better place.
Wishing all women a beautiful and blessed March 8th. 💐

03/06/2026

15y In Education & still excited about Educating families 🙏

Address

5880 Live Oak Pkwy, Suite 140
Norcross, GA
30093

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