Fish and Associates’ Post

You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life? Our ROL Index Test identifies areas where you can use your money to improve your life and make progress. Visit https://lnkd.in/eUxVsts7 to take the test today! #InvestmentBasics #FishAndAssociates #financialplanning #futureplanning

You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life? Take our ROL Index to receive your personalized report! Click the link to get started: https://lnkd.in/eFTby7_2 #InvestmentBasics #FishAndAssociates #financialplanning #futureplanning

You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life? Take our ROL Index to receive your personalized report! Click the link to get started: https://lnkd.in/ePTTtusq #InvestmentBasics #FishAndAssociates #financialplanning #futureplanning

This is crazy: did you know that as of June 2024, the national average savings account interest rate was 0.45%? (per the FDIC). You should be able to get close to 5% today in a lower risk money market fund. WHY would you ever leave it with a bank earning that LITTLE? We will assist you in opening a custodial account and better protect your money! Click here: whitwelladvisors.com #FinancialFreedom #InvestSmart #MoneyMatters #WealthBuilding #FinancialGoals #SmartInvesting #BankingTips #FinanceHacks #FinancialPlanning #Whitwell #WhitwellAdvisors

What sounds better? Trusting your money with a gigantic global institution that prioritizes keeping its shareholders happy? Or trusting your money with an available, accessible institution within your own community that prioritizes YOU? That's just one major difference between banks and credit unions. Check out our latest blog to read the rest, and when you're ready to make the switch, drop us a line! https://lnkd.in/gZnMUbiX

This is crazy: did you know that as of June 2024, the national average savings account interest rate was 0.45%? (per the FDIC). You should be able to get close to 5% today in a lower risk money market fund. WHY would you ever leave it with a bank earning that LITTLE? We will assist you in opening a custodial account and better protect your money! Click here: whitwelladvisors.com #FinancialFreedom #InvestSmart #MoneyMatters #WealthBuilding #FinancialGoals #SmartInvesting #BankingTips #FinanceHacks #FinancialPlanning #Whitwell #WhitwellAdvisors

Got a minute? Let's talk about how much you should aim to have in each of your accounts: - Emergency fund: 3-6 months' worth of expenses (yes, it's a lot, but trust me, it's worth it!) - Savings: 10% to 20% of your income (start small and grow it over time!) - Checking: enough to cover 1-2 months of essential expenses (keep it liquid, but not too liquid) Remember, these are just rough guidelines! The key is to find a balance that works for YOU and your financial goals. And that is why I am here to help. Please send me a message so we can get started. What's your current bank account situation? Let me know in the comments! #financialgoals #bankaccount #savemoney #emergencyfun #tampabusinessowner #tampabusinesses #tampabusinessowner

This is crazy: did you know that as of June 2024, the national average savings account interest rate was 0.45%? (per the FDIC). You should be able to get close to 5% today in a lower risk money market fund. WHY would you ever leave it with a bank earning that LITTLE? We will assist you in opening a custodial account and better protect your money! #FinancialLiteracy #InterestRates #SmartInvesting #SavingsAccounts #FinancialFreedom #WealthManagement #Investing101 #MoneyTips #whitwell #whitwelladvisors

Attention all! It's essential to keep an eye on your bank's financial standing. With banks failing, dipping below their capital, or being consumed by bigger banks, it's critical to verify your bank's financials. Take a minute to research your bank's stability and ensure your hard-earned money is secure. Stay informed and protected!

If you’re looking for a reliable way to grow your money, Corporate FDs are for you. Away from the market volatility, FDs just give you steady growth with fixed returns. Find the FD that matches your goals at thefixedincome.com and watch your savings grow. #CorporateFDs #StableInvesting #FinancialSecurity #Growth #PeaceOfMind #SmartInvestment #SecureWealth #tfi #thefixedincome