Praetego Private Wealth’s Post

We’re excited to announce that Praetego Private Wealth is the platinum sponsor for J.W. Mitchell High School! 🎉 You’ll see our banners proudly displayed around the school, and we’ll be announced at every sporting event. Be sure to listen for us! We’re honored to give back to a community that’s been incredibly supportive of us over the years. Go Mustangs! 🐎

You can do a lot of things on your own, but we wouldn't recommend financial planning. Taxes, healthcare, investments... it can get complicated! A financial advisor can be your partner. They'll: Craft a personalized plan to meet your unique goals. Navigate complex strategies for investing and taxes. Help you prepare for healthcare costs . 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

Life is unpredictable, but your finances don’t have to be. Whether it’s an unexpected car repair, a medical emergency, or sudden job loss, having an emergency fund can make all the difference. When you’re ready to start building yours, we'll be here to help you every step of the way. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

Establishing financial milestones is crucial for attaining stability and independence. Through defining personal financial objectives, crafting strategies for attainment, and monitoring advancement, you pave a path toward financial prosperity. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

Investing inherently involves a trade off, setting aside funds now so that you'll have them for later. But what's the right balance between saving and spending? There's no simple answer, but we have these discussions often and are happy to offer our perspective. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

Navigating financial advice can be overwhelming due to countless strategies from various sources. Remember, not all advice fits your unique situation. The right financial plan is tailored around your income, expenses, debt, savings, and long-term goals. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

From managing student loans to planning for retirement, your financial needs change throughout your medical career. Ready to chart a course towards financial wellness? Let's chat! 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

As 2024 rolls on, how are your finances holding up? Here are 5 tips that could help you be proactive and keep your finances goals on track. 1. Review Your Budget: Analyze your spending habits and adjust as needed to stay on track. 2. Evaluate Your Savings: Ensure you meet your savings goals or adjust contributions accordingly. 3. Assess Debt Repayment: Check your progress and consider extra payments or refinancing for better rates. 4. Check Your Credit Report: Regularly monitor your credit report for accuracy and potential fraud. 5. Update Your Financial Goals: Reassess and adjust your goals to reflect any changes in your life. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

Those financial acronyms can be confusing! This post is your cheat sheet to understanding accounts like: 401(k): An employer-sponsored retirement account where (often) the company matches your contributions. IRA: A retirement account where you're able to invest pre-tax dollars. HSA: Triple tax-advantaged healthcare savings (with the right plan!). Roth IRA: Invest after tax dollars and grow tax-free for future spending. Still feeling overwhelmed? We can help you create a personalized plan! 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By understanding your company's financial performance, you can set realistic goals and make informed decisions about resource allocation. 📲 727-788-4700 📆 https://lnkd.in/eFVrsmJt 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures