Michael Gradl’s Post

Financial wellness involves more than just accumulating wealth; it also includes effectively managing and safeguarding it for the future. Here are 10 ways collaborating with a financial advisor can assist you in pursuing your objectives and maintaining a balance in your priorities. Read more on our blog: https://hubs.ly/Q02q27Zh0 #TravisFinancialServices #TFS #FinancialAdvisor #FinancialAdvisorDay Travis Financial Services is not insured by NCUA or any other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, & May lose value. For more information, please visit https://hubs.ly/Q02q1TWd0

Unexpected situations that require immediate financial resources will arise. However, a financial professional will help develop a strategy for creating an emergency fund and determine the appropriate amount to set aside. Learn more: https://hubs.ly/Q02q2qkg0 #TravisFinancialServices #TFS #FinancialAdvisor Travis Financial Services is not insured by NCUA or any other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, & May lose value. For more information, please visit https://hubs.ly/Q02q2nQ70

Saving money is paramount to your future. Understanding how and when to save is vital to ensuring your consistent financial stability and success. Learn more in today's #TuesdayTip #BankingTexasStyle https://lnkd.in/gvrV98iE 

Day 1️⃣7️⃣ #FinancialLiteracyMonth What is the #ruleof72, how can it serve you and why you need know this financial concept sooner rather than later? https://lnkd.in/gUhvsKWV #compoundinterest #financialfreedom

As a high earner not rich yet (HENRY) investor, you find yourself in a good place – where strategic decisions may pave the way for lasting wealth. One crucial aspect of managing your finances includes understanding how to use credit and credit cards wisely. Here are 8 strategies to implement now: https://hubs.ly/Q02mg3970 #TravisFinancialServices #TFS #FinancialAdvisor Travis Financial Services is not insured by NCUA or any other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, & May lose value. For more information, please visit https://hubs.ly/Q02mfXD70

The IRS has recently issued proposed regulations under Section 166 that would provide banks and other regulated corporations with rules for presuming the worthlessness of debt in certain circumstances. The proposed regulations would amend existing regulations under Treas. Reg. Sec. 1.166-2(d) and would apply to regulated financial companies, including certain banks and insurance companies. If you are interested in learning more about these proposed regulations, check out REG-121010-17. #worthlessdebt

You've worked hard to make money in your business. How do you keep it protected? Here are four practical suggestions: 🌊 Open a Savings account - set aside a portion of your cash for emergencies and taxes. 🌊 Change Banks - If all your money is in one financial institution, the FDIC coverage may not extend to all your accounts. By opening an account with another bank, you potentially increase insurance coverage on those funds. 🌊 Change entities - In some cases, changing the entity type of your business can offer additional financial protection. Work hard not only to earn but to protect your money! #smallbizadvice #protect #sonorabookkeeper

You've worked hard to make money in your business. How do you keep it protected? Here are four practical suggestions: 🌊 Open a Savings account - set aside a portion of your cash for emergencies and taxes. 🌊 Change Banks - If all your money is in one financial institution, the FDIC coverage may not extend to all your accounts. By opening an account with another bank, you potentially increase insurance coverage on those funds. 🌊 Change entities - In some cases, changing the entity type of your business can offer additional financial protection. Work hard not only to earn but to protect your money! #smallbizadvice #protect #sonorabookkeeper

Facing unexpected financial pressures? Our #Members1stFCU Skip-A-Payment option provides a valuable 30-day break from loan payments, allowing you to pause, reassess and manage your finances with greater flexibility. Explore how this option can support your financial well-being during challenging times: https://bit.ly/48ipZdF

Let one of our Financial Consultants at Travis Financial Services help you and your family prepare for a strong and confident financial future.