Lance Alvaro’s Post

How is your financial health doing?  Take our Financial Wellness Quiz and gain insights into your financial health.  We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road. The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future. These six short questions will give you a sense of your financial wellness. https://lnkd.in/gS4fhDPy ------------ I'm Daniel Masuda Lehrman, CFP®, CSLP®, a fee-only fiduciary financial advisor who helps inheritance leavers and receivers manage their wealth responsibly. + Follow for more personal finance content! 🔔 + DM me 📨 or visit my website to book a complimentary meeting. ------------ #retire #retirement #financialadvice #financialadvisor #financialplanner #financialplanning #fiduciary #personalfinance #401K #passiveincome #retireearly #money #financialliteracy #financialfreedom #financialeducation *** This post is general education - not financial, tax, or legal advice. ***

I'm excited to kick off Pisces Wealth Team's 12 Fridays of Financial Wellness Insights! Over the next 12 weeks, I'll be highlighting different financial wellness topics to help you stay financially mindful during the holiday season. To start, let's talk about building a holiday budget. With the excitement of giving, it's easy to overspend, but keeping your financial wellness in check is crucial. When planning your holiday spending, set a realistic budget that aligns with your overall financial goals. Prioritize your expenses and allocate funds for gifts, travel, and celebrations without going overboard. By doing this, you'll enjoy the holiday cheer without stressing over finances in the new year. #HolidaySpending #FinancialWellness #Budgeting #12FridaysOfFinancialWellness

Wellness is about adopting practices—like exercising more and eating healthy—that help you live a better life. These practices can also help you improve your financial life, under the rubric of “financial wellness.” This concept is about changing financial behaviors and adopting more effective money habits to secure financial stability and financial freedom. Here are the Four Elements of Financial Wellness: 1. Managing Short-term Finances: Budgeting and increasing income. 2. Managing Long-term Finances: Saving and investing for the future. 3. Improving Present Financial Freedom: Align your spending with goals and feel in control of finances. 4. Achieving Future Financial Freedom: Commit to long-term plans and prioritise retirement savings. Make everyday #WellnessMonday, speak to a Pogir Healthcare consultant today. #Health #SmartWithHeart #WellnessMonday #GoodHabits #PogirGroup

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.