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We’ve mastered the art #financialplanning #wealthmanagement #compundingwealth #mastertheart

Fire (火) The 23rd component of Son’s Framework emphasizes being fierce like a fire. When taking #action and being on the offensive in #business, be strong and rage like a fire. Follow us for more insights on Son’s Framework.

Lex get you the capital you need TODAY!

Join me as we apeal the intricacies behind a $2130 loss experienced by managing my prop firm clients account. In this deep dive, we explore whether the circumstances surrounding the loss were fair or indicative of foul play. Unravel the layers of this intriguing case as we uncover key insights and perspectives. #PropFirmInvestigation #TradingLoss #FairOrFoulPlay #FinancialAnalysis #ClientExperience #Day9Discovery #TradingMystery #PropTradingInsights

Interesting take on the importance of deal velocity.

Do you want to learn how to execute a Backdoor Roth IRA in Fidelity? In this video, I'll walk you through the 4 essential steps and highlight key mistakes to avoid to stay in good standing with the IRS. https://buff.ly/44ePtqm #backdoorrothira #litrendingtopics #fidelitybackdoorrothira

The weekend video is out. Check what role can Smallcases play in your wealth creation journey. Also sharing some of the top Smallcases which I like :) #smallcases #wealthcreation

📈 Preserve Your Wealth with Stock Loans: A Strategic Financial Tool 📈 In today's volatile market, preserving wealth and maintaining financial stability is more crucial than ever. One effective yet often underutilized strategy is the use of stock loans. Stock loans allow you to leverage the value of your stock holdings without selling them, providing liquidity while retaining potential upside. Here’s why stock loans might be the right move for your financial strategy: Maintain Ownership: Continue to benefit from potential appreciation and dividends. Tax Efficiency: Avoid triggering capital gains taxes that come with selling your stocks. Liquidity: Access cash for personal or business needs without disrupting your investment portfolio. Flexibility: Use the loan for various purposes such as real estate investments, business expansions, or personal expenses. As we navigate uncertain economic times, it's essential to explore all avenues for financial preservation and growth. Stock loans offer a unique blend of flexibility, tax efficiency, and continued participation in market gains. Interested in learning more about how stock loans can fit into your financial plan? Let’s connect and explore this innovative wealth-preservation strategy together! 💡 Schedule a call today! #WealthManagement #StockLoans #FinancialPlanning #InvestmentStrategy #Liquidity #MarketStability

Three steps may make a difference if you find yourself suddenly single.

❓ What's your financial practice worth ❓ Explore the often overlooked, and emotional, side of buying and selling your financial practice. Listen into this conversation with my colleagues at Elite Consulting Partners as they offer unique perspectives into how emotions, such as greed, can cloud the judgment of a transaction diminishing the overall value for all the stakeholders involved. 🎯 Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. 🎯 A breakdown of the factors that matter and make an impact on the value of a practice. 🎯 The importance of understanding the value proposition of the buyer, both culturally and economically, to determine if it is a right fit. 🎯 How true value extends beyond monetary figures and not allowing money to be the primary influencer when making a life-changing decision. 🎯 An explanation of how there will never be that one “perfect” deal; and instead, discovering perfect deals that fit into what you are truly trying to accomplish for long-term success. ☎️ Contact me for a confidential conversation to dive deeper into your specific situation. I always love a phone conversation or if you prefer you can DM me at triciafischer@eliteconsultingpartners.com #valuation #financialservices #wealthmanagement #unbiasedexpert #triciafischer #knowledgeispower #worth #selling #eliteconsultingpartners