Jamie M. Lima, MBA, CFP®, CDFA®’s Post

It's very important to acquire the skills to handle your finances early on. You don't have to wait until you're about to start a family. Keep in mind that schools typically don't teach this important skill! Click here to schedule a meeting with us: 📞⁠ #finances #money #financialplanning

Financial management starts with awareness. To take control of your money, you need to know how much you earn. Take the time to understand your weekly or monthly pay and make informed decisions that align with your financial goals. Click here to schedule a meeting with us if you're ever in need of financial advice: 📞⁠ #finances #money #financialplanning

Step into the new year with financial confidence. Set clear goals, budget wisely, and embrace the opportunities that come your way. Here's to a prosperous and financially fulfilling 2023! Click here to schedule a meeting with us: 📲📞⁠ #finances #money #financialplanning #newyear #2024

Money is not wealth; financial literacy is. It's the understanding of how to manage, grow, and protect your finances that truly determines prosperity. With financial literacy, you can make informed decisions, navigate complex systems, and build a secure future. Click here to schedule a meeting with us if you're ever in need of financial advice: 📞⁠ #finances #money #financialplanning

Know you have a plan even when markets seem gloomy. Let's create your custom plan together with Merrill Personal Wealth Analysis.® bit.ly/3NPnGop. The Ruddy Group stands by to help.

When investing, it's crucial to grasp the idea of risk and reward. High-risk investments have the potential for high returns, but they also carry a greater risk of loss. I've learned this through personal experience and want to share some advice with you. 🔑 Before investing, it's essential to evaluate your risk tolerance. Don't invest more than you're comfortable losing, and always have a plan in place for unexpected losses. Keep in mind that investing is a long-term game, and you need to be patient. Don't let short-term fluctuations deter you from your long-term goals. 🎯 Click here to schedule a meeting with us: 📲📞⁠ #finances #money #financialplanning

Hey #connections Today Lets Learn what is Sunk cost fallacy? 🌟 In this post, we'll break down "Sunk cost fallacy" in the simplest way &. best way possible, making complex concepts easy to grasp. 👥 Join the conversation, drop your questions, and let's learn together! Don't miss out on this chance to level up your financial knowledge. ✨ Follow me (Samuel Correia) for more such engaging insights that keep you ahead of the curve in the world of finance.✨ #finance #investmentbanking #linkedin #investing #cfa #linkedinforcreators

It's not just about how much money you make, it's about how you use it. Being wise with your finances is key to achieving long-term financial success. Whether it's saving for the future or investing, every financial decision you make matters. So don't just focus on the ‘more’, focus on being smart with what you have. Your future self will thank you. Click here to schedule a meeting with us: 📞⁠ #financialwisdom #moneymatters #wealthmanagement #personalfinance

On this episode we chat with Drew, who is wondering how to manage multiple properties and #investment accounts.