July Balance Virtual Seminar: Planning for Money Milestones There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!. #BALANCE #Seminars #GoodThingsAREHappeningatSRP Tuesday, July 9th 1:30 p.m. - 2:30 p.m. Thursday, July 18th 8:30 p.m. - 9:30 p.m. Sign up at the link below. https://trst.in/ZgowyA *This presentation is offered by BALANCE and is for informational purposes only. These services are offered as a member convenience only and your participation is strictly voluntary. NMLS #612441. SRP is federally insured by NCUA.
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It may be mid-April, but there is still time to review your financial highs and lows from the past year. Hindsight is 20/20, especially when it comes to your finances! 👓 Reflecting on patterns and timelines from a previous year can help inform your decisions regarding spending, savings, and other investments in the future. Follow us for more financial literacy tips, and contact us today to learn how we can help! #FinancialLiteracyMonth #FinancialSuccesses #FinancialWellness #FinanceTips #JLF #JamaurLawFoundation #RiseofBlackWealth #JLFSmartMoney Source: https://lnkd.in/evShfXvj
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Independent Financial Adviser - Helping you create the life you want | Trustee | Mentor | Advisory Board Member/NED
The beginning of a new year is often a time for reflection of the last 12 months, and an ideal time to set personal goals for the year ahead - goals which often contribute to our overall happiness. If one of these goals is in relation to your finances, read on to discover five important considerations to help achieve your financial goals for 2024. #financegoals #goalsetting #goals2024
As 2024 draws nearer, you may be considering what you hope to achieve in the new year. The start of a new year can be the perfect time to make changes in your life, whether that’s to exercise more, eat less or become better with your finances. Read on to discover five important considerations that could help you create a more robust financial plan and accomplish your objectives in 2024. https://ow.ly/sNTZ50Qkym7 #financialplanning #financialgoals #newyear2024 #afhwealth
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Introducing our 𝗻𝗲𝘄 𝗖𝗗 𝗿𝗮𝘁𝗲𝘀 — the key to unlocking higher returns on your savings. 💰💹 Secure your financial future with rates that work as hard as you do. Ready to elevate your savings game? https://lnkd.in/gwb8vyFR Member FDIC #NewCDRates #FinancialGrowth #SmartSaving
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Providing an individualized approach to helping people with mortgages, home equities, and answering all the questions!! Everyone deserves to be a homeowner, let me help you achieve that dream!
Earn more money on your money and ask us how to save money on your mortgage lending needs!
Enjoy the summer sun while watching your savings grow! ☀️ With a minimum deposit of $250, you can earn up to 5.00% APY* with our 13-month certificate. It’s a safe, steady and reliable way to invest in yourself and reach your financial goals >> https://bit.ly/3Tb3lgm #CCU #InvestInYourself #FinancialGoal
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Curious how 2024 might affect your finances? Looking for the most up-to-date financial news and predictions? Check out LPL Financial's Market Outlook: A Turning Point, to help give you a better idea of what's happening. https://hubs.la/Q02hdZ-x0 #financialplanning #2024 #sacramento
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Do you have a clear understanding of your net worth? Your net worth is the difference between your assets and liabilities. Calculate it regularly to assess your financial health. List all your assets like savings, investments, and property, and subtract your liabilities like loans and credit card debt. Tracking your net worth helps you make informed financial decisions, set realistic goals, and monitor your progress. Aim to increase your net worth over time by reducing debt and increasing assets. Know your worth and take control of your financial future. 📊 #NetWorth #FinancialHealth #MoneyManagement #WealthBuilding #FinancialPlanning
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Setting your financial intentions for 2024💸 With almost 90% of Brits reported to give up on their resolutions every year, how can you ensure that your financial aims for 2024 don’t fall through the cracks? Research shows that the key to making your resolutions work for you is to set goals that are both specific and measurable – parameters which can certainly be set around your finances. To help you navigate the path to financial success this year, our Wealth Planners have outlined five key resolutions which are not only realistic and easy to measure, but can also be fulfilled before the end of this tax year. Read the full article here: https://ow.ly/2jjf50QvmBI #FinancialResolutions #NewYearNewGoals #WealthManagement
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As we come to the end of another year and prepare to set goals for 2024, use this time to reflect on and make financial plans for next year. This is the perfect time for introspection and reflection on your financial journey so far while setting the stage for a successful future. You may want to pay off debt, rebuild your emergency savings, build a budget for the first time, or start investing. Whatever your goals are, WCI is here to help. Here’s a financial checklist that will help you start 2024 on the right financial foot and help you on your journey full of confidence and focus. #financialplan#reviews#budgets#checkdebt#progress#insurancepolicies#emergencyfund#taxes#financialgoals#2024#investments#focus#confidence
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It’s fast and super easy to complete. You don’t need to pull out your bank statements or even log in to your financial accounts. Simply answer a series of questions about your broader finances (assets, debt, income, etc.) and lifestyle. Within minutes you’ll be able to instantly download your plan. Ready to get started? Visit https://lnkd.in/g5HfT3Py
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Want to know how much you would have SAVED UP OVER THE NEXT 4 YEARS with your monthly deposits? Use this online calculator to find out for yourself - https://lnkd.in/dhmhX5MY To speak to a financial adviser - leave your details below to be contacted - 0219478297 https://lnkd.in/dW4aVhVS The financial calculators on the links above are intended only as guidelines. The results will only be useful if appropriate inputs are used. The calculators may provide projections of uncertain future outcomes. Actual future values will be based on actual future experience and will differ from these projections. Before you take any action based on these calculations, we recommend that you seek sound financial advice from a registered financial adviser. #LEAPYEAR #366
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