Money and Financial Literacy’s Post

By helping you to understand your short, medium and longer-term goals, we can help you consider the right balance of saving and investing for you and your loved one’s future. #financialplanning #money #investmentplanning

With 30+ years of experience in the financial services industry, I’m here to tell you that the way I manage my own money is not all that different from how I manage my clients’ money. Here are the three things I focus on the most when investing my own money.

With 30+ years of experience in the financial services industry, I’m here to tell you that the way I manage my own money is not all that different from how I manage my clients’ money. Here are the three things I focus on the most when investing my own money.

With 30+ years of experience in the financial services industry, I’m here to tell you that the way I manage my own money is not all that different from how I manage my clients’ money. Here are the three things I focus on the most when investing my own money.

With 30+ years of experience in the financial services industry, I’m here to tell you that the way I manage my own money is not all that different from how I manage my clients’ money. Here are the three things I focus on the most when investing my own money.

Achieving Financial Freedom: The Path to $3.6 Million by Age 65 For many, the dream of reaching financial freedom seems distant and complicated. Yet, personal finance expert Dave Ramsey insists that achieving a net worth of $3.6 million by age 65 is possible for anyone who adheres to a disciplined investment strategy. #Achieve #Age #Dave #Discover #Million #Plan #Ramseys #simple

Of course we all know that KNOWLEDGE is POWER - but how can Financial Planning give you the knowledge that you need? The power in knowing WHERE to put each incoming dollar before it arrives cannot be overstated. Should it be used to save for retirement? Pay off debt? Buy a house? Having a PLAN for each dollar removes the guesswork in deciding what to do when it is direct deposited to your bank account - and the stress and anxiety that come with thinking you might have made an incorrect decision. And along the same vein - working with the right qualified financial professional can alleviate that stress by the bucketful!

Uncover the secret to doubling your money through the power of compound interest and the Rule of 72. #RuleOf72 #InvestmentGrowth #FinancialPlanning #WealthAccumulation #CompoundInterest https://lnkd.in/dtiiCRep

What if earning more money doesn’t necessarily solve your financial struggles? Many individuals and families, as well as professionals like physicians, often focus solely on increasing their income, believing it will lead to prosperity. However, true financial stability goes beyond just the numbers. It's about understanding how to allocate funds wisely, invest strategically, and plan for long-term goals. Non-Resident Indians, for example, often seek out investment opportunities back home, yet they might overlook the importance of comprehensive financial planning that aligns with their unique circumstances. As for retirement planning, gearing up for those golden years isn’t just about building a bigger nest egg. It means ensuring that money works for you in a way that brings lasting security. I'd love to hear your perspectives on this! How do you approach financial planning, and what have you learned along the way? https://lnkd.in/dCRGXcSH

When we think of cashflow we generally think of assets that produce income and this is the creme de la creme of financial freedom. In the instance of property management this would look like the moor doors per property you have paying you each month. However, there is another form of cashflow that all of us deal with. That is money deposited into our bank accounts, bills paid, food, fuel, and then a portion put into savings. With the rest simply "disappearing" into consumer products, subscriptions, daily coffee, energy drinks, or what have you. Now, I am not getting on anyone about the small purchases they make, or cutting 10-100 dollars back a month in a some "limited mindset" idea of save what you can when you can. I want to talk about restructuration how we "pay ourselves first." By exploring our "money flow", how and where our money goes before it is spent, we can actually grow our assets and paydown debts faster than what would traditionally be thought possible. It's late so I will post more about this tomorrow, but in this day and age we really need to think about how our money flows from our income being deposited to our bills being paid. With cash value life insurance and other strategies, we can focus on changing the mechanics of how our money works. Check the link out below for more. https://lnkd.in/gbSGggcr