Life's stressful enough without having to constantly worry about your finances 😰 So why not take some extra stress off your plate? 86% of women agree that having their investments managed by professionals makes life less stressful 💰 But it's important to ensure the professional you're working with: 💙 Understands women’s unique financial needs 💙 Prioritizes financial education over uninformed action 💙 Empowers you to put yourself first and get smart about your money That's why we created @pursestringsco 🙌 Our vetted network of ready-to-hire financial experts: 🤝 Are committed to helping women gain financial freedom 🤝 Have earned designations that set them apart to help women (such as CDFAs or CDS) 🤝 Created careers that uniquely serve women in situations where help wasn’t easily found - like widowhood, financial abuse, and post-divorce financials, to name a few Ready to say goodbye to extra stress and hello to financial confidence? Comment "STRESS" for a link to meet our Purse Strings Approved Financial Professionals. #pursestrings #femalefinance #financialplanners #financialplan #femalefinances #financeforwomen
Don't know the rules of the financial aid game? That's okay, that's why we're here! 🤓 At Hathaway College Funding, we make it easy for you to navigate the complexities of financial aid and apply for scholarships. Learn more by clicking the link in our bio. #collegefunding #financialadvisor #financialspecialist #denveradvisor #denvercollegeadvisor #collegemoney #education #collegetips #educationconsultants #collegeprep #collegecost #collegeadmissions #financialhelp #financialplan #collegeplanning
Imagine how great it will feel to have planned for… - retirement - your home - loss of income - college expenses - health directives - final expenses - avoiding probate - protecting your children So you can focus on enjoying every precious moment we have here on this earth together 💗 👋 reach out to me to get the clarity and peace you deserve #financialeducation #financialplan #retirementplan #collegeplanning #marriedwithchildren
Life transitions can be challenging, especially when you find yourself suddenly single. It's important to take steps to reestablish your financial independence. Our resource 'Suddenly Single: 3 Steps to Take Now' provides guidance to help you navigate this new chapter. Watch the video via the link in our bio.
Happy Monday, business owners! Are you drowning in paperwork and feeling overwhelmed by tax season? Let us lift that burden off your shoulders with our professional bookkeeping clean-up services. We'll ensure your books are in order and ready for tax time, so you can breeze through the process with confidence. Don't let stress hold you back – reach out to us today and experience the relief of expert bookkeeping support. Link below ⤵️ https://calendly.com/creativefinancialconsultants #tax #taxseason #taxidermy #taxtips #taxes #taxprofessional #creativefinancialconsultants #financialwellbeing #financialsecurity #financialhealth #financialfitness #financialplan #financialprofessional #financialexpert #growyourbiz #smallandmightybusiness #womenpreneur #cfoservices #virtualcfo #thinkforward #taxseason2024 #taxseason #TaxSeasonTips #bookkeepingandaccountingconsultants #bookkeepinginchicago #bookkeepinginillinois #creativefinancialconsultants #taxpreparation #taxpreparer #taxpreparationservices #quickbooks
Unlocking the Mutual Mystery: A Fun Guide to Mutual Fund Mania! #AffluentFintech #systematicinvestmentplan #mutualfunds #sip #investment #mutualfundssahihai #financialfreedom #finance #wealthcreation #financialplanning #investments #mutualfund #mutualfundadvisor #financialgoals #mutualfundsindia #financialplan #personalfinance #financialconsultant #retirementplans #financialplanners #mutualfundsahihai #investing #financialadvisor #financialawareness #certifiedfinancialplanner #financialeducation #financialindependance #mutualfundsinvestor #rightadvice #wealthyretirement
More popular than Dolly Parton? Here's how... It's National Small Business Week, and I set my sights on learning more about the current state of all things "small business." What I learned really surprised me! I knew that within my community of Eugene, Oregon, we like to shop small and local. These values have been around for decades and go back to our activist roots and continue to thrive in local institutions like our Saturday Market. But pretty much EVERYONE across the country believes in the positive impact of small business based on recent research from the Pew Research Center. @pewresearch Swipe through to learn just how popular small business is today in America. And don't forget to follow @tailoredfp for more small biz content! . . . #smallbusinessowners #supportsmallbusinessowners #supportingsmallbusinesses #womanownedsmallbusiness #smallbusinessweek #smalllocalbusiness #eugeneoregon #eugeneoregonbusiness #downtowneugeneoregon #eugeneor #oregonbusiness #oregonsmallbusiness #oregonlocalbusiness #corvallisoregon #willamettevalley #pnwbusiness #oregonsmallbiz #portlandbusiness #americassweetheart #popularnow #financialplanner #financialcoach #financialplan #financialliteracymonth #smallbusinesswomen #smallbusinessownership #supportasmallbusiness
Planning for student loans can feel daunting, but with careful consideration and strategic decision-making, you can manage your educational expenses effectively. At UWP, we can help to curate a comprehensive plan to help you navigate the world of student loans. #collegebound #financialplan #collegeloans
Meetings, meetings, meetings ✅ 📸 This was taken from a meeting with our marketing team, discussing how to take things to the next level with our businesses. Who's got a busy week? Let me know below 🤩 ---------- #businesscoach #constructionindustry #constructioncoach #businessadvice #businessmentor #businesscoaching #successmentor #moneyadvice #entrepreneur #entrepreneuradvice #entrepreneurial #moneymindset #financiallyfree #financialplan #budget #businessbudget #millionairemindset #money #wealthbuilding #growwealth #income #increaseincome #billionairemindset #successmindset #entrepreneurmindset #ParmBhangal
One-time financial plan or ongoing wealth management? A one-time #financialplan is like a snapshot in time, offering valuable insights and recommendations. However, it's merely the beginning of your financial story. You're left to navigate the implementation alone, which can be daunting. Enter ongoing #wealthmanagement—a dynamic partnership that evolves with you. We kickstart with a comprehensive financial plan, just like before. But here's the game-changer: we don't stop there. We take the reins on implementation, freeing you from the hassle. Reach out to #ACap Advisors & Accountants for ongoing wealth management services. ⤵️ https://www.acapam.com/contact/ #fiduciaryfinancialadvisors #financialplanner #financialadvisor
Life insurance is a necessity! It provides peace of mind and protects your family! 2 common types of life insurance are term and whole. Term vs. Whole Life Term life insurance typically provides coverage for 10-30 years. Whole life provides permanent coverage as long as you pay your premiums. #FinancialEducation #FinancialLiteracy #FinancialLiteracyMonth #FinancialLegacy #GenerationalWealth #MillionaireMindset #Finance #Money #MoneyManagement #LetsTalkMoney #Goals #FinancialPlan #LifeInsurance #MoneyGoals #Savings #Save #SavingsAccount #DebtPaydown #DebtRelief #Investing #Investments #Stocks #ETFS #MutualFunds #Bonds #WealthBuilder #FinancialFreedom #Legacy #Elevate #MoneyElevation
As Financial Literacy Month comes to a close, we’re here to remind you of our support during your financial journey! 🛣️ From navigating complex tax strategies to maximizing retirement savings, our team of experts is dedicated to providing personalized guidance tailored to your unique financial goals. Whether you’re planning for retirement, investing for the future, or seeking strategies to preserve your wealth, we have the tools and expertise to help you succeed! Take control of your financial future today with G9 Financial by your side. Contact us now to learn more about our services and how we can empower you to achieve financial success ✉️ . . . . . #G9Financial #financialfreedom #financialindependence #financialadvisor #financialeducation #financialplanning #financialgoals #financialplanner #financialgrowth #financialsuccess #financialwellness #financiallyfree #financialhealth #financegoals #personalfinance #personalfinances #smallbusinessfinance #financialplan #smallbusiness #smallbusinessweek #smallbusinessowners #financialliteracy #personalizedguidance #financialsuccess
Why retirement planning is important: 💰 Financial Security: Retirement planning ensures you have enough savings and investments to maintain your desired lifestyle after retirement. 🧍🏼♂️Independence: It allows you to maintain your independence and not rely solely on government or family support. 🩺 Healthcare Costs: With rising healthcare costs, having a retirement plan in place can help cover medical expenses during retirement. 📈Inflation: Planning helps account for inflation and ensures your savings will be sufficient to meet future needs. 🪷 Peace of Mind: Knowing you have a plan in place can reduce stress and provide peace of mind about your financial future. Plan for tomorrow, today! The Shepherd Group can help you create a personalized plan that sets you up for success. Contact us to start planning your future. #RetirementPlanning #FinancialSuccess #TheShepherdGroup #PlanForTheFuture #FuturePlan #FinancialPlan #FinancialServices #InsuranceSolutions #RetirementSolutions
Technology offers a wealth of tools and resources to help you make informed investment decisions and manage your portfolio with ease! At Artisan Capital Management, we harness the latest technological advancements to provide our clients with cutting-edge investment solutions and unparalleled convenience. By leveraging technology, you can: 📊 Gain access to a wealth of financial data and market insights 📱 Monitor your investments anytime, anywhere 💰 Automate investment contributions 🔒 Ensure the security of your financial information with advanced encryption and authentication measures What apps do you enjoy using to simplify your finances? Leave a suggestion below.
Having an IRA as a retirement savings vehicle can be tax-advantageous and help you achieve your retirement goals. Two types of IRAs that you can use are a Traditional IRA and a Roth IRA. However, the two are treated differently when it comes to the tax treatment on contributions and withdrawals. Understanding the difference between the two can help you decide which is best for you. If you would like to review how either type can fit into your financial plan, call us at 281-595-1997 to review together! #leadalegacy #legacycapital #thewoodlands #thewoodlandstx #financialplan #planning #plan #financialplan #retirement #ira #rothira #traditionalira #retirementgoals
Anak-anak belajar tanpa hutang Tahun 2000, emas RM35/gram. Kini tahun 2024, RM389/gram. Cuba bayangkan kalau 18 tahun akan datang baru tuan puan nak jual emas tu untuk anak-anak sambung belajar 😊 Purata kenaikan harga emas meningkat sebanyak 9-10% setahun Belum daftar? Tekan link di bio. Saya akan bantu sebaiknya #akaunemas #akaungap #publicgold #emasfizikal #danapendidikan #goldsaving #tabunganak #duitraya #raya2024 #educationplan #savingplan #financialplan #futureparents #anakanak
💡💡*Certified Professional Financial Planner (CPFP™)💡💡💡* *Batch Mei* *🎙️Fasilitator* *√ Coach Agus, CPFP™* • Founder Triple A media Corp • 10 Tahun Praktisi perencanaan keuangan dibidang insurance *📃 Benefit* 1. Gelar Non Akademik *CPFP™* 2. E-Sertifikat Pelatihan 3. E-Sertifikat Kelulusan 4. Group Alumni CPFP™ 5. Group Bina Alumni ESAS Management *📅 Pelaksanaan* 🥇 Media Training: Live On Zoom Meeting & Whatsapp Group 🥈 Tanggal Acara: Friday, 24 Mei 2024 🥉 Jam: 19:00 - 21:00 WIB *💵 Investasi* Normal: Rp ~499.000,-~ Special: *Rp 300.000,-* (50 orang PERTAMA) Offline: Rp ~1.499.000,-~ (Khusus Instansi/Perusahaan) *Investasi ke No Rekening* Bank BCA 8692386212 a/n PT ESAS EDUKASI INDONESIA *Seat Terbatas! Hanya 60 Peserta Tercepat! *SEGERA DAFTAR* *Registration* : https://wa.me/6285289051139 (Habib) *More Information*: Follow Us on social media 🟣 FB: @infosertifikasiprofesi 📷 IG: @infosertifikasiprofesi 📍Silahkan gabung ke grup Facebook: 1. https://www.facebook.com/groups/442387310907046/?ref=share 2. https://www.facebook.com/groups/595542279034060/?ref=share 📍Silahkan gabung ke grup telegram: 1. https://t.me/infosertifikasiprofesi 2. https://t.me/forumsertifikasibnsp 📍Silahkan gabung ke grup whatsapp: 1. https://chat.whatsapp.com/JsoJEXNMxRKESPvhkj9FUb 2. https://chat.whatsapp.com/HggKVoE7faz4VsRh59jhXe Ayo share informasi bermanfaat ini ke rekan, keluarga, saudara, dan semuanya. ==== #CPFP #infosertifikasiprofesi #sertifikasi #gelarnonakademik #infosertifikasi #infogelarnonakademik #moneyhabit #financialcheckup #estateplanning #financialplan #financialplanner #kelasonlinegelarnonakademik #financialreport #investmenplanning #taxreport #financialplannerprofessional #perencanaankeuangan #financialplanningtips #financialplanningexpert #insurance #roleplaycalculatorfinancial #financialplannerlife #certifiedprofessionalfinancialplanner #financialplanner #financial #financialplanning #taxplanning #riskmanagementandinsurance #financialplanningprofessional #sertifikasiprofesi #insurance #professionalfinancialplanner
A critical illness, such as cancer, heart attack or stroke, can seriously impact your mental and financial well-being as well. Critical Illness Insurance offers a lump-sum, tax-free benefit payment that allows you to focus on your recovery without the stress of wondering how your bills will get paid. Our advisors can help design a plan that meets your needs and budget, and offers protection for you and your family if an illness should hit. Call, email or message us to book an appointment with a member of our team. #financialadvisor #financialplan #insurance #criticalillnessinsurance #simcoecounty #barrie #orillia #midland
Don’t let your next payday fly by without speaking to our advisors today to help with your finances. . . . . #MennaFinancial #PayDay #Budget #SavingMoney #MemeMonday #FinancialPlan #Finances #NewYork #LongIsland
Wealth planning for clients without children can look a bit different. These clients have three options. You can either: 1. give your money to the Canada Revenue Agency, 2. give it to extended family members, or 3. donate it to charity. In this article, our very own Elke Rubach says, "It’s really about empowering the family about what they want to do with their wealth." Read the full article at the link in bio. #financialadvisor #financialplanning #elkerubach #finances #money #wealthmanagement #financeprofessional #financialadvice #entrepreneur #financialplan #talkingaboutmoney #rubachwealth #finance #investmentadvice
Mitigating Risk and Seizing Opportunities in Real Estate Investments I value the security provided by collateral in real estate investments, as it reduces risk significantly. Another aspect I admire in risk management is its responsiveness to fluctuations in the real estate market. During downturns, when the market favors buyers, it presents favorable conditions for investors For instance, during the 2008 and 2009 period, astute investors seized the opportunity to purchase properties at significantly reduced prices—sometimes as low as 30 cents on the dollar—due to widespread foreclosure. This strategic move translated to substantial gains once the market rebounded. Schedule a 12 minute call. https://morewithdavid.com/links/ David J Bradford Financial adviser for successful entrepreneur #Morewithdavid #DavidJBradford #DrivePlanning #chatgpt #inflation #cpa #stockmarket #wallstreet #taxpro #moneycoach #investingtips #realestate #financeeducation #financialadvisor #financialplan #moneygoals #financialadvice #financialwisdom #biggerpockets #financialgoals #fitness #wealthbuilding #cashflow #retirement
It’s wonderful to be able to leave children an inheritance, but you want to make sure that the wealth you’ve worked so hard to build and set aside for their future is protected. We can guide you through steps you can take to help protect your child’s inheritance. Our team specializes in estate planning to ensure your wishes concerning your belongings and finances, health care, and charitable donations are all carried out in the most tax-efficient manner possible, both while you’re living and after you pass away. Book a meeting with us online at our link in bio or click here: https://www.foxrevettassociates.com/contact-us #foxrevettandassociates #foxrevettteam #foxrevettig #davidfoxrevett #foxrevettprivatewealthmanagement #certifiedfinancialplanner #igwealthmanagement #igprivatewealthmanagement #financialplanning #newmarket #toronto #richmondhill #markham #financialplanner #financialadvisor #wealthmanagement #wealthplanning #investments #insurance #mortgages #financialplan #personalfinance #businessowners #ontario
Women 📢Listen up 📢 Stay at home moms Contract workers Solopreneurs Small business owners Part time employees Full-time employees This is for you. It's time for YOU to take control of your finances. It's time for YOU to be preventative in your financial life. Sign up for the retirement options at work, open your own IRA or investment account and contribute regularly, look into a SEP account. There are so many options to choose from but the one I don't want you to continue to choose is to not have your own. I don't care what age you are...the younger the better - you have time on your side to grow the account- but any age is do-able. It is irresponsible to rely on your partner's/spouse's retirement accounts. Life happens and there is no guarantee you will still be married when you get to retirement age. Just because you *may be awarded some or even half of their retirement/investment balance, doesn't mean it's going to happen or that it will be enough. 78% of Americans do NOT have enough money to live on at retirement age! This means there is huge gap and I want to help fill it. I do not sell financial products but I DO help you create a money plan that accounts for living a fulfilling life TODAY & planning ahead for TOMORROW. Having retirement/investment accounts is a huge part of your financial journey. If you aren't contributing in that area, let's have a chat. #RetirementAccounts #retireearly #investmentstrategy #investmenttips #FinancialSuccess #financialwellness #MoneyCoach #FinanceCoach #LifeCoach #FinancialLifeCoach #MoneyHelp #solopreneurs #SmallBusinessOwner #financialplan
🌟💰 It’s Talk Money Week, and we’re all about equipping our children with essential life skills, starting with financial know-how! 💡 Teaching children about money: 1) Show them the value of saving. 2) Open a savings account for them. 3) Encourage conversations about money and smart spending. #TalkMoneyWeek #FinancialLiteracy #MoneyMatters #teachingchildrenfinance #financialeducation #financialplanning #financialresillience #ResponsibleBusiness #financialplanning #wealthmanagement #financialadvisor #sjp #sjpwealth #financialknowledgeispower #kent #london #family #familygoals #familyfinances #learnfinance #financialfreedom #financialservices #financialserviceskent #financialserviceslondon #understandingfinance #financialplanner #financialplan
Maximise your tax return effortlessly with our expert assistance! 💰 Save time and money with our hassle-free tax preparation services. Get the most out of your finances today! 📞 0203 4411 258 📧 [email protected] 🌐 www.accotax.co.uk #TaxReturn #ExpertHelp #FinancialServices #FinancialPlanning #FinancialGuide #LimitedCompany #FinancialSuccess #FinanceStrategies #FinancialPlan #AccountingExperts #FinanceManagement #AccountingBusiness #LondonAccountants #Business #Accountants #AccountingExpertise #TaxExperts #CharteredAccountants #LondonExperts #TaxSolutions #FinanceServices #AccountingServices #AccountantsinLondon #Accotax #Accounting #Bookkeeping #Finance #UnitedKingdom #Uk #London
A true retirement plan includes many different aspects of your personal and financial life, to help ensure you get to retire when you want to, with the kind of retirement lifestyle you’ve always wanted. Are you worried you haven't saved enough for your retirement goals? Let’s look at what could be missing from your retirement plan in this article: https://www.themorristeam.ca/blogwhats-missing-your-retirement-planning #themorristeamig #morrisandmorris #igwealthmanagement #igprivatewealthmanagement #webinar #financialplanning #women #womenandwealth #wealthywomen #womenandfinance #guelph #kitchener #waterloo #cambridge #milton #ontario #livingplan #financialplan #insurance #mortgages #divorce #divorceplanning #helpwithdivorceguelph #investments
Managing your cash flow is key to business success! Follow these steps to stay on track. Take control of your cash flow and pave the way for financial stability! . . . . . . . #businesssuccess #savingmoney #businesslife #smallbusinesstips #TaxSmart #tax #entrepreneur #taxrefund #savingtips #Innovation #taxsmartcafe #taxes #business #TaxTips #savingoals #entrepreneurmindset #taxpreparation #financialplan #businesshack #Entrepreneurship #BusinessSuccess #RecordKeeping #frugaltips #businesstips #taxseason #smallbusiness #taxsmartcafecasey
กาแฟดอยสะเก็ด จากเชียงใหม่ สดชื่น มีฟรุตตี้ อโรม่าของผลไม้ซิตรัส เพื่อนเลี้ยงกาแฟ เลยได้คุยเรื่องแผนเกษียณ และกระแสเงินสดหลังเกษียณ จากแผนการเงิน ยังมีเรื่องภาษีอีก จบภายใน 20 นาที เพื่อนไปประชุมต่อ รอเซ็นเอกสาร #แผนการเงิน #วางแผนการเงิน #แผนเกษียณอายุ #RetirementPlan #FinancialPlan #CashFlow #Retirement #RetirementCashFlow
प्रसन्न सरांचे हार्दिक अभिनंदन 🥳🙌🏻 #congratulations #awards #mutualfundstockmarketinvesting #financetips #licadvisorbangalore #licadvisordelhi #licadvisors #investmenttips #mutualfundsindia #investment #mutualfundsinvestment #finance #moneymanagement #prasannafinance #MutualFundsInvestment #financialplan #consultation #wealth #wealthmanagement #lic #financecoach #financeplanning #mutualfunds #mutualfundsinvesting #licadvisorsinpune #licadvisor #mutualfundsip #personalfinance
Managing your cash flow is key to business success! Follow these steps to stay on track. Take control of your cash flow and pave the way for financial stability! . . . . . . . #businesssuccess #savingmoney #businesslife #smallbusinesstips #TaxSmart #tax #entrepreneur #taxrefund #savingtips #Innovation #taxsmartcafe #taxes #business #TaxTips #savingoals #entrepreneurmindset #taxpreparation #financialplan #businesshack #Entrepreneurship #BusinessSuccess #RecordKeeping #frugaltips #businesstips #taxseason #smallbusiness
Choosing between '𝐓𝐡𝐞 𝐈𝐧𝐬𝐮𝐫𝐞𝐝 𝐖𝐚𝐲' and '𝗧𝗵𝗲 𝗛𝗮𝗿𝗱 𝗪𝗮𝘆': One path offers protection, while the other promises challenges and resilience. Which route will you take? 🛣 📲Contact us today before it’s too late 📞 03 131 340 #MaryMadi #MM #MetLife #MetLifeLebanon #InsuranceAdvisor #TravelInsurance #PersonalAccident #Disability #LifeInsurnace #Lebanon #Dubai #Qatar #Beirut #protection #plan #FinancialPlan #Planning #Insurance #InsuranceConsultant
Just like a seasoned athlete reviews their game plan, regularly revisiting your financial goals is essential for success.🏌️♀️ Set aside time to assess, adjust, and stay on track. Ready to score big? Tap the link in bio to fine-tune your financial strategy! #lli360 #lifelineinternational360 #financialawareness #financialadvisor #financialplanning #financialgrowth #financialadvisors #financialempowerment #financialplanner #financialplan #financialliteracymonth
This applies to a 50-year-old wanting to retire at 60. Scary, huh? 😳 In the first instance, when I start working with people they do not want to know where they stand. They are afraid that they will have to work longer than they anticipated or they need a Plan B because they do not have enough. They look at the screen with one eye closed. 🫣 I get this …. if it’s bad news I’d rather not know too. BUT deep down you know how important this news is to you. 🤔 The earlier you know your position, the sooner you can do something about it. 😊 Here are the earliest ages you can typically access your pension: Personal or Workplace Pension: Anyone born on or after 6 April 1973 has a minimum pension age of 57. State Pension: For those born after 5 April 1960, there will be a phased increase in State Pension age to 67, and eventually 68. Final Salary or Defined Benefit Employer Scheme: Typically, 60 – 67. However, this depends on the scheme. Please note: This is a guide only. You will need to check your personal situation with the relevant provider. #financialplan #pension #retirement
#charteredFinancialPlanner #certifiedHealthInsuranceSpecialist #charteredLifeUnderwriter #AdvancedestatePlanning reach us @+1-289-643-4069 our "Certified Health insurance Specialist, CHS™" get you the cheapest insurance fits your need #financialplanner #personalfinance #cppdisabilityawareness #supervisainsurance #insurancegroup #employerinsurance #healthinsurance #dentalinsurance #disabilityinsurance #incomereplacement #cppdisability #insurance #healthinsurance #insurancepolicy #insurancebroker #travelinsurance #supervisa #finances #disabilityinsurance #insuranceclaims #insurancequote #insuranceservices #criticalillness #businessadvisor #insurancetips #medicalinsurance #financialplan #WealthCreationandpreservation . . . reach us today!! ☎ | +1-289-643-4069 . . .
Membangun kekayaan di masa depan dengan Tabungan Bank Lescadana! Yuk, nabung sekarang juga dengan menghubungi kami di 0822 9777 1080 😊✨ —————————————————— Bank Lescadana berizin dan diawasi OJK, serta merupakan peserta penjaminan LPS. #banklescadana #lescadanabank #thegoldenbank #bpr #bprjakarta #bankprekonomianrakyat #keuangan #financialplan #aturkeuangan #kelolakeuangan #investasi #tipsfinansial #finansialku #tipskeuangan #finansial #danadarurat #investasiemas #tabungan #menabung
"Sometimes you have to get back to basics to go further than you've ever been before" 🚀 This week, I went back to my roots to deliver corporate training to 40 accountants on Business Valuations. I have been giving this course for seven years now; sharing real-world and practical examples of company valuations to the public. Throughout this period, we have gone through: ❌ a global pandemic; ❌ periods of hyper-inflation; and ❌ at least two new wars. I have also made a wholesale life change into entrepreneurship. One observation which stayed with me over the years is this: In markets, as well as in life, noise will come and go. In March 2020, the company that I valued for this session lost half its entire market value in one month. It has now more than recovered its losses and keeps going from strength to strength. Moral of the story? When you strip out all the sensationalist news and get back to basics, you will find that patience is indeed a virtue. That's a fitting anecdote for life. Thank you all for your kind feedback on the course. I hope to keep delivering Financial training for years to come! _____________ Who am I? ✔️A full-time Financial Planner with 20 years of experience studying and working in Finance. ✔️A CFA charterholder and certified public accountant. ✔️A Visiting Lecturer at the University of Malta, MCAST and various Business Schools. ✔️A trainer in Finance to business leaders. #financialplanning #valuation #financialmarkets #life #financialplan #malta #europe
Managing your cash flow is key to business success! Follow these steps to stay on track. Take control of your cash flow and pave the way for financial stability! . . . . . . . #businesssuccess #savingmoney #businesslife #smallbusinesstips #TaxSmart #tax #entrepreneur #taxrefund #savingtips #Innovation #taxsmartcafe #taxes #business #TaxTips #savingoals #entrepreneurmindset #taxpreparation #financialplan #businesshack #Entrepreneurship #BusinessSuccess #RecordKeeping #frugaltips #businesstips #taxseason #smallbusiness
83% of EPF members aged 51 to 55 have not reached the retirement savings target! ⚠ 🔶🔶🔶 Do you know how much money you need for retirement expenses? And is your current retirement savings keeping up with inflation? 🔶🔶🔶 Are you facing challenges in buying your first home? Debt issues? Incomplete documents? If you are facing these problems, feel free to contact us 📞 Our Certified Financial Coach will provide you with free one-on-one consultation and offer the most suitable solutions for you✅ Having the right financial planning and a healthy financial status will help you achieve your wealth goals in the next five, ten, or twenty years🎯 Plan it forward, Live life better✨ #propMISE #IpropYou #prop27 #WeTogether #WinTogether #EPF #RetirementPlan #FinancialPlan #Golden10Years
我国51至55岁公积金会员83%退休金存款未达标！⚠ 🔶🔶🔶 你是否清楚你的退休生活开销需要多少资金？ 而你目前准备的退休金是否赶得上通货膨胀的速度？ 🔶🔶🔶 房屋首购族的你，是否面对种种挑战而买不成？ 债务问题？资料不齐？资料不漂亮？ 若你面对以上问题，欢迎联系我们📞 房产理财教练将为您提供一对一免费咨询，并提供最合适您的解决方案✅ 拥有正确的理财方式以及健康的财务状况，将帮助您在未来的五年、十年、二十年达成您理想中的财富目标🎯 #propBUDDIES #IpropYou #prop27 #WeTogether #WinTogether #EPF #RetirementPlan #FinancialPlan #Golden10Years #黄金十年 #退休计划 #理财计划 #公积金
If you didn’t start early, no worries! The next best thing is starting N-O-W or A-S-A-P 😉 Investing is a lot simpler than you think. Don’t let the idea that it’s complicated keep you from starting! Need more clarity on your investment journey? DM or EMAIL us to learn more about our 1:1 financial planning services! 🏷️ . . . . . #simplyfinanceph #financialplan #personalfinanceph #investingph #investph #howtoinvest #finance #financeph #moneyph #moneytips #financetips #financialadvice #moneyadvice #financialgoals
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Don’t let perfect be the enemy of progress. I think that we have all been guilty in the past of procrastinating. Waiting for the perfect moment that never seems to come. Sometimes it’s better to just do something and remember that something is better than nothing. #motivate #motivational #motivationdaily #motivationalquote #motivationalquotes #money #personalfinance #personalfinances #PersonalFinanceTips #personalfinancetips #personalfinanceforwomen #personalfinancecoach #personalfinanceeducation #FinancialFreedom #FinancialSuccess #financialfreedom #financialliteracy #financialplanning #financialeducation #FinancialEmpowerment #financialindependence #financialplan #financialplanner #financialplanners #financialplanning #FinancialPlanning101 #financialplanning101 #financialplanningtips
Many business owners leave finalising their annual financial statements until they need credit or want to apply for a tender. However, according to the Companies Act Section 30, a company’s financial statements must be prepared within six months of the year's end. In other words, for each financial year since your company was incorporated, you should have a set of annual financial statements. If you haven’t yet received your annual financial statement from your accountant, make a note to follow up with them. Link in bio. #Accounting #Accountant #AccountingProfession #AccountingFirms #AccountingProfessional #FinancialPlan #BusinessPlan #Business #Counteractive
Super sucks to be on the losing side this time. 😑 That said, the blessing of living in Edmonton is that houses are still priced such that you can have shelter *and* a good life. #womenandfinance #finance #personalfinanceforwomen #financialliteracy #wealthbuilding #investing #personalfinancecanada #financialplanning #financialwellness #financialfreedom #financialplanner #financialeducation #moneygoals #financialplan #rrsp #tfsa #resp
Your Financial Journey: Discovering Confidence, Certainty, and Peace of Mind with Drive Planning If you find yourself lacking confidence in your financial literacy and believe it's time for a fresh approach, perhaps one that aligns with the strategies employed by the wealthy, we would be thrilled to have a conversation with you. Our passion lies in swiftly helping individuals like you take control of their finances, dispel fear, and provide certainty and peace of mind regarding your money. Visit driveplanning.com to explore a range of strategies, opportunities, as well as a list of advisors and consultants. Choose someone who resonates with you and start the conversation because we are confident that you'll be delighted with the results. Taking this step can lead to a brighter financial future and a sense of empowerment that comes with being in control of your financial well-being. Click here to schedule a 12 minute call. https://morewithdavid.com/links/ David Bradford Financial adviser for successful entrepreneur #Morewithdavid #DavidJBradford #DrivePlanning #chatgpt #inflation #cpa #stockmarket #wallstreet #taxpro #moneycoach #investingtips #realestate #financeeducation #financialadvisor #financialplan #moneygoals #financialadvice #financialwisdom #biggerpockets #financialgoals #fitness #wealthbuilding #cashflow #retirement
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Your pension savings might be one of the biggest legacies you can leave, apart from property, after you’re gone. Click the website link in our bio for more information or to get in contact. #financialplanning #financialresillience #ResponsibleBusiness #financialplanning #wealthmanagement #financialadvisor #sjp #sjpwealth #financialknowledgeispower #kent #london #family #familygoals #familyfinances #learnfinance #financialfreedom #financialservices #financialserviceskent #financialserviceslondon #understandingfinance #financialplanner #financialplan
Tick-tock, it's not just a clock, it's the rhythm of wealth creation! Time is the magician behind every fortune! Let's turn seconds into dollars and minutes into millions! #AffluentFintech #systematicinvestmentplan #mutualfunds #sip #investment #mutualfundssahihai #financialfreedom #finance #wealthcreation #financialplanning #investments #mutualfund #mutualfundadvisor #financialgoals #mutualfundsindia #financialplan #personalfinance #financialconsultant #retirementplans #financialplanners #mutualfundsahihai #investing #financialadvisor #financialawareness #certifiedfinancialplanner #financialeducation #financialindependance #mutualfundsinvestor #rightadvice #wealthyretirement
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There is always a difference, and this often gets confused or overlooked. • • • • #wealth #wealthbuilding #wealthcreation #financialadvisor #financialplan #financialfreedom #financialplanning #wealthmanagement #wealthadvisor #assets #assetmanager #assetmangement #onlinept #onlinecoach #onlinefitnesscoach #fitness #fitnessinspo #hyrox #stocksandshares #markets #investmentadvice #stocksandshares #commodities #realestate
Unveiling the Real Risks: Protecting Your Retirement from Market Volatility and Soaring Taxes Beware of the risk of depleting your funds in your old age, particularly in today's era of a volatile market. Taxes have a significant possibility (and high likelihood) of doubling. You're being misled into thinking that you must keep saving until you're old (FALSE!!) You're made to believe that funding your future is entirely your responsibility (WRONG, our bank can fund it for you). Click here to schedule a 12 minute call. https://morewithdavid.com/links/ David Bradford Financial adviser for successful entrepreneur #Morewithdavid #DavidJBradford #DrivePlanning #chatgpt #inflation #cpa #stockmarket #wallstreet #taxpro #moneycoach #investingtips #realestate #financeeducation #financialadvisor #financialplan #moneygoals #financialadvice #financialwisdom #biggerpockets #financialgoals #fitness #wealthbuilding #cashflow #retirement
Nobody will be there to take care of you, except YOU. Do you have a cushion for unexpected expenses? An upcoming major life events? A retirement plan? Reaching your personal and business goals? Learn how you can get started and put a plan in place to take care of you now and into the future. #retirementplan #financialplan #financialadvsior #finances
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Don’t do this. I cannot imagine a scenario where this would be a great idea. #womenandfinance #finance #personalfinanceforwomen #financialliteracy #wealthbuilding #investing #personalfinancecanada #financialplanning #financialwellness #financialfreedom #financialplanner #financialeducation #moneygoals #financialplan #rrsp #tfsa #resp
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Proposed changes to capital gains tax – announced last week as part of the federal budget – have triggered anger and panic across the country. There were even reports this week of “chaos” in the vacation realty industry as many cottage owners try to rush the sale of their summer home ahead of legislation that would rubber-stamp the new tax rules. Please don’t let this tax – or any other tax – dictate your financial plan. I get the jackknife reaction. Contrary to what the federal government says, the proposed tax change can and will affect many Canadians – not just the roughly 40,000 who sit on the country’s wealthiest tier. But reacting hastily is not the best course of action. What if, in your rush to close a deal or liquidate certain investments before the new tax rules come into effect, you end up selling too low? What if you inadvertently trigger another tax, namely the alternative minimum tax, which the feds are proposing to expand and would be retroactive to January 1, 2024? What if legislation for the proposed capital gains tax changes don’t even go through? The most sensible reaction right now is a review of your financial plan to see how it might be affected by both proposed tax rules. Let the plan determine your tax position, not the other around. Depending on your circumstances, there are various tax mitigation strategies likely suitable for you. But for any of these strategies to work, they have to fit within a holistic financial plan. So don’t panic. Let’s talk. #finances #wealthmanagement #investmentadvice #financialplan #money #financialadvisor #financialplanning #financialadvice #rubachwealth #elkerubach #talkingaboutmoney #financeprofessional #entrepreneur #finance
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Pensando en el presente o el futuro, sepa que el seguro de vida juega un papel fundamental en su planificación financiera, asegurando que ninguno de sus objetivos se vea interrumpido en caso de accidente, discapacidad o diagnóstico de enfermedad grave. Agenda una llamada con uno de nuestros agentes ✉️ escribiendo al directo #insurancemarketing #insurancetips #insurancelosangeles #insurancelady #insurancelife #financialfreedom #financialplanning #financialplan #finacialplanner #familycare #takecareofyou #segurodevida #tipsfinancieros #asesorfinanciero #lifeinsurance
In times of uncertainty, it's important to remember that your health is your most valuable asset ✨. Facing the threat of heart attacks and other cardiac conditions, it's crucial to prioritize taking care of your heart 🫀. By taking preventive measures, such as maintaining a balanced diet, regular exercise, and getting regular medical check-ups, you can protect your health and face any challenge with more strength and resilience 👊. #insurancemarketing #insurancetips #insurancelosangeles #insurancelady #insurancelife #financialfreedom #financialplanning #financialplan #finacialplanner #familycare #takecareofyou #segurodevida #tipsfinancieros #asesorfinanciero #lifeinsurance
Make your investment grow with TaxSmart Cafe Sydney! Take your finance to the next level and boost your income. Our expert team can help you navigate the complexities of tax planning and investment strategies. Call us today to learn more! . . . . . . #businesshack #australialife #savingmoney #entrepreneur #TaxTips #businesslife #tax #financialplan #taxpreparation #businesssuccess #Entrepreneurship #savingoals #TaxSmart #smallbusinesstips #taxes #taxrefund #savingtips #business #BusinessSuccess #smallbusiness #TaxSmartCafe
PART 2- Since employment and income has changed drastically in the past couple of weeks, we needed to update our goals. And YOU should too! When major events happen, you need to make adjustment to keep on track with your financial plan. When James decided to take this full-time job, we knew it was our opportunity to dump money into our retirement accounts and beef up our sinking funds. So here is what we are doing.👇 💲Sinking Funds: 👀Holiday fund - will use interest earned from HYSA to grow this. Then we will re-evaluate in August to see how close we are to our goal of $3000. 👀Home and Vehicle repair - #1 priority. We will take it to $6,000 and then refill if we use out of it. Currently we have about $2500. 👀Peace of Mind Fund - #2 priority. Currently at about $11,000 and will take it to $20,000. 👀Medical - #3 priority. This is for when we get back on the road and to help offset costs so we don't drain our HSA. There are so many tax benefits to an HSA that we'd like to keep the balance as high as possible. Currently at $1800 and will grow it to $10,000 👀Experience fund - #4 priority. This is used when we travel for admissions, parking, fun restaurants, ect. Currently have about $2600 and will grow it to $10,000. Will all this happen at once? Absolutely not!! But we have it written down, we talked about it and are in agreement, and we have a solid plan to make it all happen. Winning with your money requires you to KNOW what kind of a life you truly want to live, then taking the steps to make it happen. Always open for a conversation, when you are ready. #FinancialLifeCoach #MoneySolution #FinancialSuccess #retireearly #Howaboutyou #Moneyhelp #Makeyourmoneyworkforyou #moneyhelp #GetBetterWithMoney #investmenttips #investmentstrategy #workwithacoach #ThinkLikeTheWealthy #financialplan #solopreneurs #WealthyLifestyle #FinanceCoach #financialwellness #FinancialAssistance #RetirementAccounts