Charles Stanley ’s Post

Wondering what it means to have a fiduciary relationship with your financial advisor? It’s a commitment to always put your interests first. At Bulman Wealth Group, we believe in transparency, trust, and working together to achieve your financial goals. Let's talk about how we can build a relationship that benefits you. #Fiduciary #RetirementPlanning #BulmanWealthGroup

We believe financial planning is about more than just growing wealth—it’s about making an impact. Mike Milligan, CFP®’s financial philosophy started with the lessons he learned from his grandmother. With only a third-grade education, she built an innovative business that blended hard work with the love and support of her community. Mike learned from her that managing money with purpose is essential to creating something meaningful and lasting. Today, these same principles guide the way we build personalized financial plans that reflect what truly matters to you: your family, your future, and your values. Explore how we’ve shaped Mike’s early lessons into modern financial planning by playing this release of Ideas by Mike™: https://bit.ly/3U5DVSF #IdeasbyMike™ #FinancialPlanning #FamilyValues #EntrepreneurSpirit #Resilience #LegacyPlanning #MoneyWithPurpose #TailoredPlans #FinancialWellness #WealthManagement

At Monarch Wealth Management, we know strong relationships are key to a fulfilling life. Just like love and friendship enrich our lives, strong financial planning helps secure a future you can share with the ones you love. #LoveAndFriendshipDay #FinancialPlanning #FinancialGoals

If you come to one Book Club session with Andrea I think it should be this one! This section was critical in my own social justice investing journey, even as someone who has worked in the field. How do I actually figure out if I should hire an advisor, and then how do I do that? These chapters are what you need to know as an investor, AND for advisors who need to know what questions clients will be asking.

Are you thinking long-term with your financial planning? 🏠💡 In the newest release of The Truth About Wealth, David Warren covers the concept of open-ended purpose trusts. It’s a modern twist on estate planning, offering flexibility and longevity for your family’s assets. Especially valued by large families, these trusts are crafted to support a purpose rather than a specific beneficiary. How could this fit into your legacy plan? Tune in, and let’s discuss the possibilities! https://bit.ly/3LNrLcC #TheTruthAboutWealth #EstatePlanning #OpenEndedTrusts #WealthPreservation #FamilyWealth #FinancialEducation

Are you one of the many people putting off Financial Planning or Investing? It's a common feeling to have, but don't let it cause you unnecessary anxiety. Take this as your sign to take action. 🎯 My advice? Speak to a good Financial Advisor and explore your options. 🙋♂️ There's no cost or commitment and, in my experience, simply going through the planning process leaves people feeling more at ease and with a sense of accomplishment. It's a liberating feeling to take control of your financial future. ☺️ Don't let procrastination cause undue stress. Instead, take a little step and start towards financial freedom and security. 🪜

Legacy has a different meaning for everyone. While financial planning often focuses on future security and building wealth for future generations, we understand that may not be your goal. Some clients prioritize maximizing their wealth and enjoyment during their lifetimes, especially if they don't have people they want to leave their assets to. Regardless of your financial goals for retirement and beyond, our mission is to create a personalized plan that aligns with your lifestyle and wishes. Speak with one of our expert financial planners today. Send us a message!

Definitely one of the most popular questions that we get and generally it’s either Feast or Famine. “Nic, how much cash should we have?” On one side of the coin, people are sitting on WAY too much cash, earning little and not taking advantage of the power of time and compounding. On the other side of the coin are people who haven’t set aside nearly enough cash, and are a situation away from some difficult conversations. Here’s a good basic rule of thumb that you’ve probably heard: Have access to six months’ worth of monthly expenses set aside in an emergency fund. --- We help high-achieving professionals retire to a life they love. Financial planning can be overwhelming, and we don’t just give you a list of ideas to improve your life. We work alongside you to help you build execute YOUR financial plan. -Nic

You've spent most of your life saving and making smart moves with your money. Now it's time to turn your financial goals into a lasting legacy for your loved ones. Let us be your trusted partner in multi-generational financial planning and legacy building. Learn more about how we can help! https://bit.ly/3VFossx #RobertMezzio #FinancialPlanning #FinancialAdvice

We at Maher Wealth Management wish you a safe and joyous Independence Day filled with fireworks, family, and freedom! This holiday reminds us of the importance of building a secure future. Just like our nation's founders secured our liberty, let's use this time to reflect on your financial independence. Are you on track for your financial goals? We're here to help! Contact us for a free consultation to discuss your financial planning needs. #FinancialFreedom #4thOfJuly #FinancialPlanning