Modern Wealth Collective

📅 Ready to Thrive in 2025? Save the dates -- you don't want to miss these!📅 Join us for our upcoming January Workshops designed to inspire and help Female+ Founders of Color and entrepreneurs elevate their wealth and impact. We've packed our events with valuable insights to help you thrive in business and life! ✨ Workshop Details✨ 🔹 Powerhouse Money Lounge: Smart Tax Strategies for Female+ Founders 🗓 Jan 29, 2025 | ⏰ 11:30 AM PST on Zoom 🔹 Essential Wealth Strategies: Female+ Founders Thriving in Business & Life 🗓 Jan 30, 2025 | ⏰ 11:00 AM PST on Zoom 🔹 Smart Tax Savings Strategies: High Achieving Realtors & Entrepreneurs Edition Co-Hosted with @sandiegorealproducers 🗓 Jan 31, 2025 | ⏰ 10:00-12:00 PM PST at New Venture Escrow, 3638 Camino Del Rio N UNIT 300, San Diego, CA 92108, 🚀Secure your spot here: https://lnkd.in/gmU2BYgG Tiffany Reyes Mahalene Dulay #ModernWealthCollective #FemaleFounders #FinancialEmpowerment #EntrepreneurLife #BusinessSuccess #TaxStrategies #WealthManagement #WomenInBusiness #EmpoweredEntrepreneurs #FreeWorkshop #wealthadvisor #financialadvisor

In Tariff talks topped headlines this week, as Donald Trump implemented this economic policy tool at Canada, Mexico, and China. The status of these policies seems to change by the hour with the range of outcomes varying but the result is still wide and adds uncertainty. We establish context around the risk to inflation and economic growth that tariffs bring, as well as reinforce our long-term focus. Read more here. Read more in this week’s Markets in a Minute. https://lnkd.in/ePYmw9yh

Hot off the online press!  Check out our February Edition of “What the FAQ Money by Modern Wealth Collective®” Newsletter. https://lnkd.in/gg8sbAkc #moderwealthcollective #finances #money #financialadvisor #newsletter #whatthefaq

Money has the power to create real impact, especially when it comes to supporting those in need. 💜 With MWC based in San Diego, we felt compelled to extend our support to two incredible organizations in our sister city, Los Angeles. Swipe ➡️ to learn more about Baby2Baby 👶🎒 and Pasadena Humane Society 🐶🐱, and how you can join us in raising funds for fire relief efforts. For every $1 you donate, we’ll match it—up to $100 per organization! Let’s make an impact together. Donate here: 👶 Baby2Baby: https://lnkd.in/gTsZMA_v 🐶 Pasadena Humane Society: https://lnkd.in/eZzuwG-m After donating, please send a confirmation email to tiffany@modernwealthcollective.com. #MoneyCreatesImpact 💰 #GiveBack #FireRelief 🔥 #Baby2Baby #PasadenaHumaneSociety #ModernWealthCollective

🚀 Learn How to Build Wealth Through Real Estate Investing! 🏡💰 Join us for an exclusive LIVE Q&A session where top real estate investors will share insights on: ✅ Different types of real estate investing ✅ Funding strategies and financing options ✅ Mastering negotiation to secure the best deals ✅ Building a reliable contractor team ✅ A step-by-step guide to getting started 📅 Thursday, February 27, 2025 ⏰ 12:00 - 1:00 PM PST 📍 Live via Zoom This session is designed for women ready to grow their investment portfolio and build generational wealth. Don’t miss the chance to learn from experienced investors and ask your burning questions! 🎟️ Reserve your spot now:  https://lnkd.in/gS5DpUZx #modernwealthcollective #RealEstateInvesting #WomenInvestors #FinancialFreedom #WealthBuilding Mahalene Dulay Tiffany Reyes

📢 Interested in real estate investing, but not sure where to start? 📢 Learn how to build wealth through real estate investing with expert real investor Chi Nguyen, Julia Willetts, and Laci Stewart in our upcoming February workshop. We're leaving the mansplaining and complex jargon out the door -- we've curated this event as a non-judgmental, safe learning space for women to elevate their financial success. ✨ Workshop Details:✨ 🔹 Topic: How to Build Wealth through Real Estate Investing 🗓 Date: Feb 27, 2025 ⏰ Time: 12:00 PM PST 🎉 Free Registration at https://lnkd.in/gS5DpUZx #ModernWealthCollective #RealEstateInvesting #WealthBuilding #FinancialFreedom #WomenInvestors #EntrepreneurLife #WealthStrategies #EmpoweredWomen #FreeWorkshop

📅 Ready to Thrive in 2025? Save the dates — you don’t want to miss these!📅 Join us for our upcoming January Workshops designed to inspire and help Female+ Founders of Color and entrepreneurs elevate their wealth and impact. We’ve packed our events with valuable insights to help you thrive in business and life! ✨ Workshop Details✨ 🔹 Powerhouse Money Lounge: Smart Tax Strategies for Female+ Founders 🗓 Jan 29, 2025 | ⏰ 11:30 AM PST on Zoom 🔹 Essential Wealth Strategies: Female+ Founders Thriving in Business & Life 🗓 Jan 30, 2025 | ⏰ 11:00 AM PST on Zoom 🔹 Smart Tax Savings Strategies: High Achieving Realtors & Entrepreneurs Edition Co-Hosted with @sandiegorealproducers 🗓 Jan 31, 2025 | ⏰ 10:00-12:00 PM PST at New Venture Escrow, 3638 Camino Del Rio N UNIT 300, San Diego, CA 92108, 🚀Secure your spot here:  Link in Bio https://lnkd.in/gmU2BYgG #ModernWealthCollective #FemaleFounders #FinancialEmpowerment #EntrepreneurLife #BusinessSuccess #TaxStrategies #WealthManagement #WomenInBusiness #EmpoweredEntrepreneurs #FreeWorkshop #wealthadvisor #financialadvisor

Are you making any of these common investing mistakes?   1️⃣ Not investing at all. Saving money can only get you so far, but investing is what will help you build your wealth for the long-term. 2️⃣ Leaving your investment account in cash. After you set-up your investment account, you have to choose the actual investments (i.e. stocks, bonds, mutual funds, ETFs, etc.) within the account to drive your growth potential. 3️⃣ Investing outside of your risk tolerance. While investing will help you build your wealth, you have to consider the different risks that come with it. It’s important to understand how much risk you’re WILLING to take on as an investor as well as knowing how much risk you’re ABLE to take on. Also, don’t buy into what’s the “hottest money trend” without knowing what you’re getting yourself into (hello, going all in with crypto). #modernwealthcollective #finances #financialadvisor #investing

Knowing your financials as a Female+ Founder and business owner is not only important… it’s necessary for making game-changing decisions that can impact your growth and the life you want. If you’re a high-achieving Female+ Founder who has an established business and is ready to elevate your business finances to the next level of growth, join us for a powerful virtual event curated just for YOU. In this 45-minute live online Q&A, our panel expert tax professionals will dive cover the most common questions and concerns female founders and small business owners face through a Q&A session, including: ❇️ Qualified Business Income (QBI): What it is and how you can benefit from the QBI deduction. ❇️ Retirement Savings Vehicles: Discover the best retirement savings options tailored for small business owners, such as Solo 401(k)s, SEP IRAs, and SIMPLE IRAs. ❇️ Tax Planning and Deductions: Learn effective tax planning strategies to minimize your tax liability. ❇️ Business Expenses: What can and cannot be deducted, and how to keep thorough records. ❇️ Health Insurance Deductions: How to claim health insurance premiums as a business expense. ❇️ Tax Credits: An overview of available tax credits and how to qualify for them. ❇️ Common Mistakes: Avoid costly mistakes by understanding common tax pitfalls for small business owners. ➡️ Register here to save your spot or link in bio! https://lnkd.in/gdVMuRq6  #Modernwealthcollective #mwc #financialwealth #financialadvisor #generationalwealth #wealth #FinancialEmpowerment #MoneyMindset #workshop