Family Financial Partners’ Post

"Since the pandemic, more and more people have been sitting on higher cash reserves than they used to, and the current interest rate environment has provided a unique opportunity to grow that cash relatively safe and low risk. In this edition of Dave’s Inbox, I wanted to address a couple of questions I’ve gotten repeatedly." Read Dave's full article here: https://lnkd.in/d3Hqnsad #davesinbox #familyfinancialpartners #wealthforgenerations #lexingtonky #financialplanning #wealthmanagement #financialplanner #wealthadvisor #retirementplanning #401k

We Don't Sell anything 🙅♀️& Don't promote anything🙅♂️ Provide Only Services 💯 #Finwallet #financetips #financegoals #insuranceplans #taxfiling #taxplanning #retirementplanning #mutualfunds #moneymanagement #personalfinancemanagement #wealthmanagement

If you print your bank statement and see how much money has been credited to your account this year, your mind will be blown over. But the question is, what do you have to show for all those earnings? Where has your money been going? These are crucial questions to ask yourself as you navigate your personal finance journey. Remember, it’s not just about how much you earn, but how you manage and allocate those earnings that determine your financial success. Happy Tuesday! ©LiftedFinance #whereismymoneygoing #spendingtriggers #spendless #savemore #invest #income #expenses #intentionalspending #wealth #personalfinance

This week, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the five fundamentals of financial fitness. Today's Tip: Invest in Yourself. To learn more, view the full video and blog post by visiting https://lnkd.in/ePxU66Yu #ACPMemberWisdom #PersonalFinance #FinancialPlanning #Savings #EmergencyFund #RetirementPlanning #DebtFree #CreditCardTips #HomeBuying #InvestInYourself #FinancialFreedom #FTFP

Your 401k is a trap! 💸 Hidden fees, market risks, and restricted access until you're 59 ½. Want to know how money really works? Follow me for more tips! #FinancialFreedom #MoneyTalks #InvestSmart #HiddenFees #MarketRisk #RetirementPlanning #WealthBuilding #MoneyPrison #InvestingTips #Finance101 #SmartMoney #FinancialLiteracy #MillennialMoney #InvestingHacks #FinancialGoals

For those who like to read more.. I know I’ve posted about different options for your money, but hopefully this gives good insight as to when/why you’d use certain accounts. Call me for more info! #FixedIndexAccounts #InvestmentStrategy #MarketIndex #FinancialGrowth #MarketPerformance #RiskManagement #FinancialSecurity #RetirementPlanning #IncomeStream #FinancialFoundation #LongTermInvesting #LifetimeIncome #FinancialPlanning #WealthManagement #SecureInvestment #RetirementIncome #FinancialStrategy

Should I start investing first? Pay off my credit card first? Maximize my 401k first? Or start saving first? There are a lot of things to think about when it comes to finances, that's where The Money Guys come in. Contact us to schedule a financial assessment. 📲 (248) 485-8111 🌎 MyMoneyGuys.com #FinancialPlanner #FinancialGoals #RetirementPlanning #PersonalFinance #Investing #LifeInsurance #WealthMangagement #WealthWithoutWorry #HOLOMAX

Us: "What are your questions on these ideas we have for you?" Client: "I have a lot of thoughts but no questions." Us: "What thoughts do you have?" Client: *Chuckles* "I really wish I would have met with you sooner." We had a productive meeting with a client last night where we went over some recommendations for him and his family. They were under-insured, their income was not protected, some of their investments are overdue to be reallocated across different sectors, they have some debt that they felt anxious about that we are tackling, and they had an old 401(k) from a previous company they are not using. Being able to have an impact this big on families is the driving force behind why we do what we do. Interested in having a conversation with no strings attached? Let's see if we are a good fit for each other and if there's any value we can provide. #FinancialFreedom #WealthBuilding #SmartInvesting #MoneyMindset #BudgetingTips #RetirementPlanning #InvestmentStrategies #PersonalFinance #FinancialGoals #DebtFreeJourney #Savings #EconomicOutlook #CashFlowManagement #Finance101 #Finance #TaxPlanning #WealthManagement #FinancialWellness #PassiveIncome #Investing

Did you ever purchase something on a contract and find you are locked in for a certain period? And then if you wanted to end the contract early there are all sorts of fines and penalties? Guess what? That same scenario holds true if you have certain types of savings vehicles. Based on your plan, you may be locked into the market which can lead to losses on your money. Question 9 of 12 - However, if you’re over 59½, did you know that you no longer have to experience a potential loss in your 401(k)….403(b)….IRA? Let me show you how.

If you could tell your younger self one thing about money or finances, what would it be? 🤔 Maybe it’s that stock that made mega money, or maybe it’s paying into a pension sooner! I’d love to know in the comments what it would be for you ✅ #thursdaythoughts #throwbackthursday #moneymindset #finances