Global View Capital Advisors Pleasant Grove

February is here! While many see it as a slow month, why not embrace Frugal February? Try cutting back on spending, save more, and organize your finances. A few events to save for: • Super Bowl (Feb. 9) • Valentine’s Day (Feb. 14) Let’s work together to create a financial plan to make this year’s events less stressful!🤓 Contact us today.

Did you know that many Americans have forgotten about money in their retirement savings? It might sound surprising, but approximately 29.2 million 401(k) accounts are currently unclaimed. The Retirement Savings Lost and Found database makes it easier to locate your unclaimed 401(k), plus there are other ways to track down your missing money, from reaching out to past employers to using the Department of Labor's Abandoned Plan search: https://bit.ly/4gUrYIU Don't let your hard-earned savings slip away. Learn how to find and reclaim your lost money with our help, call us!

To all our retired friends, did you know it’s Appreciate Your Social Security Check Day? Here’s to that important benefit that contributes to your monthly retirement income, helping you to keep the good times rolling!🤪💼 Give us a call if you’d like help optimizing your Social Security benefit!

Financial stress is taking a serious toll on mental health, with 50% of Americans battling anxiety, stress, or depression related to money. From worrying about retirement savings to managing debt, financial uncertainty impacts daily life, health, and relationships. The good news? You don’t have to face it alone. Contact us today and let’s discuss your financial future.

Ready to make 2025 a year of financial progress? Everyone is at a different stage in life, so tailor your goals to your needs this year, whether it's tackling debt, setting up a smart savings plan, exploring low-cost investment options, or preparing for a secure retirement. Contact us today to create a plan that helps you achieve your financial goals!

Still paying off last year’s holiday debt? 28% of credit card users haven’t cleared their balances from last year’s gifts. If you're feeling the strain, consider options like a balance transfer to save on interest, consolidating debt with a lower-interest loan, or paying down high-interest balances first: https://cnb.cx/3ZF9pAP If you need help getting back on track, contact us today to reassess your plan together!

Digital tools like apps and robo-advisors are great for budgeting and tracking expenses, but they can’t replace the personal touch of a financial planner!🤖💼 A professional takes the time to understand your unique goals, values, and dreams, helping you create a tailored financial plan that adapts as life changes. Whether you’re starting out, planning for retirement, or navigating life’s big transitions, contact us for help creating and maintaining your financial plan!

Start planning for retirement in 2025! Consider steps like auditing your lifestyle to set realistic goals, paying yourself first by investing regularly, building a ‘trial retirement’ fund, and more. Read the full article for more details and contact us today to begin planning your retirement for this year!

Retirement changes are coming this month!🚨 The SECURE Act 2.0 brings big updates that can help you save for retirement. Some key changes include increased 401(k) catch-up contribution amounts, employer matching now allowed to Roth accounts (remember, this increases your income for the year, meaning you'll pay taxes on the match now, but not later), and Roth contributions allowed in more types of plans, including SEP IRAs and SIMPLE IRAs. Contact us today to discuss how these updates could impact your retirement plan!

January is recognized as Financial Wellness Month, a time to focus on your financial health and reflect on areas where you can improve. Whether it's saving for the future, planning for retirement, or building a solid financial foundation, we’re here to help you create a plan towards success. Contact us today to get started!