Swank Public Relations’ Post

#ClientPress:🔥Take a look at this #Exclusive feature on @TheSource of our client @imrossmac and his 2nd Annual Maconomics Wealth Summit💎 💎 💎 https://bit.ly/4d3qYjo #swankpr #chicagopr #rossmac #maconomics #wealthsummit #generationalwealth

Do you have a high-yield savings account? Our Big Sister Series is about the amazing women in our community sharing their wisdom! ✨ This week, Sarah (Solomon) Mason shares advice she'd give her younger self about opening a high-yield savings account. It's easy to set up and perfect for an emergency fund. Follow along for more tips from our Big Sister Series. #financialgoals #savingmoney #personalfinance #financialfreedom #financialgoals #wealth #saving

Wondering the best saving account for your little ones? 👶 💰 A friend said a building society? Someone else said a bank saving account? They’re great suggestions, but it’s about finding which one is best for YOU and YOUR family? Having that support and financial advice where you can have the help to answer all of your questions and give you that reassurance, As we understand that this can sometimes feel like an overwhelming decision, as you’d like to create the best return on your money for their future, Which is why at Jenkins Financial Partnership, we help to support you in finding the best decision for your individual needs, Offering you no obligation meetings to provide you with the advice you need, With ongoing support - via telephone, email, and in person client meetings and reviews, to give you the best service and quality of care, Where we look to help make financial advice simple for you, to create solutions which provide you and your family with the life you desire, Allowing you to look after your little ones in all aspects of financial planning, If you would like to discuss anything further please feel free to drop a direct message or a telephone call on 01164291030 The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. An investment in equities will not provide the security of capital associated with a deposit account with a bank or building society. The link to our Facebook page is https://lnkd.in/eUMu2A6F Also our website is https://lnkd.in/eQd_bgxM Jenkins Financial Partnership is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/9/2024 #saving #childrenssavings #savingforchildren Jack Young Adam Jenkins DipPFS Jenny Cross Samuel Young Terry Smith

Building wealth begins with self-love and taking radical ownership of our actions. When we start paying ourselves first, everything changes. This year, we recaptured $26,000 by making one simple shift. Imagine what you could do with thousands more each month. 💰✨ #FinancialFreedom #WealthBuilding #MoneyManagement

Generational wealth is a concept that has gained significant attention in recent years, particularly as conversations around financial stability and legacy have become more prevalent. But what exactly is generational wealth, and how can it be built effectively?

Intergenerational wealth planning is as important as it is sensitive. I can help you prepare for a wealth transfer and keep your family whole and harmonious. How? I follow three steps when having these discussions: 1. First, I’ll understand your wishes. 2. Then, I’ll get to know your family. 3. And finally, I’ll help prepare your family for the money. Make time for your legacy. It’s a conversation worth having. Brad Ritchie, CFP®️ TruPath Financial Solutions https://lnkd.in/gaRHrgHU

Successful transition of wealth from generation to generation is best accomplished when family members have a shared understanding of the overall use of the family wealth. While the initial wealth creators have final say about how their assets are distributed, awareness and agreement on the part of the receiving family members regarding how the wealth is used can help preserve assets as they move to the next generation. Learn more https://hubs.li/Q02mV3Yn0 #StoneArchLawOfficePLLC

Secure your child’s future with a BASWEALTH Plan! Starting early is always the best. Build a trust fund effortlessly, ensuring financial stability for your children. Take part in our smart savings strategy today. Invest in their tomorrow with BASWEALTH! #TrustFund #FinancialStability #SmartSavings #BASWEALTH #InvestInTheirTomorrow

A drop in total adviser numbers this week, with 10 net exits. Alliance Wealth sees 3 joining, taking the biggest gain of the week. The industry welcomes 2 new entrants: Jarrod B. (Belfast Wealth Advice) and Samuel Carter (Alliance Wealth). Congrats to you both! Your free Adviser Ratings profile is ready to be claimed (Link in comments) Madison, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

So, you're actually meeting your financial goals as a family business, and you realize you have more than you need. Now what? First of all, congratulations on having such a great problem! If money is a tool, what do you want that tool to now achieve that will define your family's legacy for generations to come? Although so simple a question, determining what you want is the literal act of ignition! Michael Cole analyzes six forms of capital and four tools you can use to start the process, while emphasizing the importance of communication and collaboration with key family members. Stats, stories, and suggestions make this a rich read for all involved in building family wealth and legacy. #TransformationTuesday #FamilyBusiness #FamilyFirst #FamilyLegacy