#financialplanning photos & videos

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2 minutes ago

Figure out your Bill Gates thing!! Make an impact with your money in the last episode of Ladder to Financial Freedom. If you’ve been hoping around episodes, I also give a final Too Long Didn’t Read for the entire series. Link in bio. Happy Friday. Love y’all ☺️ ************************** #personalfinance #personalfinances #financialfreedom #financialliteracy #financialindependence #financialadvisor #financialplanning #financialeducation #debtfreecommunity #debtfreejourney #debtfree #debtfreegoals #debtisdumb #debtfreeliving #debtfreedom #investingtips #investingforbeginners #investing101 #stockmarketinvesting #stockmarket #howtoinvest #chachingwithming

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3 minutes ago

Todos nuestros planes de seguro medico cubren aquellos gastos relacionados con la adquisición de medicamentos recetados para cualquier el tratamiento de cualquier patología.⁣ ⁣ ¡Contacta nuestros agentes y aclara todas tus dudas!⁣ ⁣ Somos @novu .insurance, agencia de seguros.⁣ ⁣ Entre nuestros servicios te ofrecemos:⁣ ☑️Obamacare⁣ ☑️Medicare⁣ ☑️Seguros de vida⁣ ☑️Seguros médicos⁣ ☑️Seguros complementarios⁣ ☑️Planes de retiros⁣ ☑️Asesorías, y mucho más...⁣ ⁣ 👉¡Contáctanos!⁣ 📞(305 )320.6688⁣ 📱(786 )340.4077⁣ 📧info @novuinsurance .com⁣ ⁣ #novuinsurance #insurance #lifeinsurance #insuranceagent #insurancebroker #healthinsurance #insurancepolicy #financialplanning #retirement #product #services #topservice #medicalassistant #healthcareprovider #protection #insuranceagents #healthcare #florida #georgia #louisiana #northcarolina #southcarolina #texas #usa

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5 minutes ago

* Business Express Loans We Provide Businesses With The Capital They Need To Grow We help you get the loan you need to grow while protecting the overall well-being of your business and personal credit. We work with over 100 lenders across the nation so we are sure to find the best rates for our customers. We can get you funded faster than you think. Get in touch with us today. Email: info @elevationsconsulting .com / Instagram: @elevationsbusinessconsulting / linkedin.com/in/gustavo-tinoco-572303195.Ph:(720 )299.2981. #financialadvisor #financialplanning #financialcoach #financialfreedom #financialcoaching #financialconsultants #businessloan #corporatecredit #equipmentleasing #equipmentfinance #equipmentfinancing #sba #sbaloans #commercialrealestatefinance #taxplanning #cfoservices #unsecuredloans #unsecuredbusinessloans #breweryequipment #brewery #constructionequipment #constructionequipmentfinancing #constructionequipmentleasing #smalbusiness #smallbusinessowner #businessloans #creditrepairservices #cashadvance #personalloans #personalloan

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5 minutes ago

* Business Express Loans We Provide Businesses With The Capital They Need To Grow We help you get the loan you need to grow while protecting the overall well-being of your business and personal credit. We work with over 100 lenders across the nation so we are sure to find the best rates for our customers. We can get you funded faster than you think. Get in touch with us today. Email: info @elevationsconsulting .com / Instagram: @elevationsbusinessconsulting / linkedin.com/in/gustavo-tinoco-572303195.Ph:(720 )299.2981. #financialadvisor #financialplanning #financialcoach #financialfreedom #financialcoaching #financialconsultants #businessloan #corporatecredit #equipmentleasing #equipmentfinance #equipmentfinancing #sba #sbaloans #commercialrealestatefinance #taxplanning #cfoservices #unsecuredloans #unsecuredbusinessloans #breweryequipment #brewery #constructionequipment #constructionequipmentfinancing #constructionequipmentleasing #smalbusiness #smallbusinessowner #businessloans #creditrepairservices #cashadvance #personalloans #personalloan

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9 minutes ago

Context: I’m a novice investor, with no previous experience in trading options. I think I’ve got the mindset for it and I’m willing to learn the ropes and ‘spend’ on the education as I go (ie lose money short term to make it big long term ). Anyone got any advice on how much money I should have handy to dedicate to options trading specifically? Or any other advice for a beginner?✨💃🏻

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22 minutes ago

Millennials are expected to inherit over 68 trillion dollars from their baby boomer parents by the year 2030. This will represent one of the largest wealth transfers in the modern times, which is why it is key for millennials to learn great financial management skills now. ✨ As a millennial, it is important to understand that time is still on your side. You can use this time to your advantage when planning your finances. ✨ In the following blog post, I discuss ten tips that will give you the confidence and clarity to begin your wealth building journey. ⠀ https://pieceofwealthplanning.com/10-financial-planning-tips-and-advice-for-millennials/ ⠀ * * * * * #financialplanning #financialtips #millenialmoney #millennials #millennial #financetips #moneytips #financialplanner #financialcoach #cpa #budgeting #wealthmanagement #financialfreedom #generationalwealth #financialindependence #financialadvisor #youngprofessionals

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25 minutes ago

(3/3 ) Start living for today. We plan for tomorrow but live for today. We need to get in the habit of learning about ourselves and being self aware of what makes us truly happy. Not happiness that avoids pain but something we truly want to freely move towards. Take some time today and reflect on what you’re running from and running towards. These are difficult conversations to have with ourselves but they are critically important for a happy life. Want to know some more tricks to achieve that? Book your free, confidential financial consultation at tkdale.com or email info @tkdale .com #newmarketontario #auroraontario #financialplan #financialplanning #financialfreedom #financialplanner #financialadvisor #finance #personalfinance #investing #investment #financialgoals #financialindependence #goals #moneygoals #business #money #financialliteracy #financialservices #savings #retirement #budget #financial #retirementplanning #moneymanagement #financialadvice #financialconsultant #wealth

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25 minutes ago

HOW HABITS WORK⠀ Hitting the snooze button.Brewing coffee first thing in the morning. Working out right after you leave the office.⠀ Our lives are full of actions that we’re almost unaware of. Many of them just help us get little things done more efficiently. But some habits can have a huge impact on our lives in either a positive or negative way. Here’s a quick breakdown of how habits work and ways to “trick yourself” into better behavior patterns.⠀ Read More - Link in Bio⠀ ⠀ .⠀ .⠀ .⠀ .⠀ .⠀ .⠀ .⠀ .⠀ .⠀ .⠀ ⠀ #Wellfit #Wellfitfinancial #FinancialTips #financialplanning #financialplanningstartswithme #financialplanningandanalysis #tax #taxtips #tipsandtricks #february2020 #fadvice #financialadvice #money #retirement #protection #business #investment #life #Workfromhome #Makemoney #COachToria #Wealth #Lifeinsurance #Wealthmanagement #Financialplannings #Retirementplans

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25 minutes ago

Ain’t that the truth.

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26 minutes ago

Lifelong learners tend to do pretty well for themselves. Check the link in my bio for my newest blog article to find out why and how you can become one!

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29 minutes ago

🌟Many people have asked me how to grow on Instagram: I have been writing an ebook, which I’m excited to announce will be out next week in my Etsy shop! 🌟I have included all of my best tips that have helped me grow organically from 0 to 30,000 in about a year.🌟 . 🌟This book is for people who are business owners, entrepreneurs, coaches, or anyone else who would like to expand their Instagram reach and impact more people. . 🌟I’m going to mention some of my favourite accounts in the book, and if you’d like to be mentioned, comment below. . 🌟If you’d like to be notified when this book comes out, you can also comment below, or send me a DM.

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29 minutes ago

Download your free copy of Women and Money> https://icwm.com/education/ #financialchallenges #confidencewealth #complimentarycopy #financialplanning #wealthmanagement #retirement #lifestages

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35 minutes ago

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37 minutes ago

𝘏𝘰𝘸 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘪𝘴 𝘵𝘩𝘪𝘴 𝘣𝘢𝘤𝘬𝘺𝘢𝘳𝘥 𝘴𝘱𝘢𝘤𝘦? 𝘚𝘰 𝘮𝘶𝘤𝘩 𝘳𝘰𝘰𝘮 𝘧𝘰𝘳 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘪𝘦𝘴! 𝘋𝘔 𝘶𝘴 𝘧𝘰𝘳 𝘥𝘦𝘵𝘢𝘪𝘭𝘴 ✨⁣ ⁣ ⁣ ⁣ ⁣ ⁣ ⁣ ⁣ ⁣ #1058WoodrowAve #92114 #SanDiegoRealtor #SanDiegoLuxury #SanDiegoNatives #BuySanDiego #SDForSale #SanDiegoInvestor #ExploreSanDiego #FirstTimeHomeBuyers #HomeBuying #HomeBuyers #SanDiegoPurchase #HomePurchase #FamilyHome #HomeFinance #FinancialPlanning #SanDiegoFamily #TheRealList #TRL #CaliforniaHomes #CaliforniaBuyers

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42 minutes ago

Think together as parents about the frequency, level, and type of activities you want your child to participate in. Don’t say yes to every fleeting interest. Be deliberate about it and involve your child once he/she is old enough. Travel sports can break you financially, and your child might not be that interested in that sport. Once you decide, understand that part of your full discretionary spending each month is going to go to your child’s activities, which means that as a family and for the adults in the household, there could be less for fun expenses like eating out or hobbies. It’s a trade-off like everything else in personal finance. If your child’s art class is a priority, then embrace the fact that something else might have to go. When you see it like this, you can prioritize family needs, personal needs, and children’s activities and make room for them in your monthly budget.⠀ .⠀ .⠀ .⠀ .⠀ .⠀ #financialplanning #financialplanner #personalfinance #fearlessfinance #kids #children #family #kidsactivities #sports #artclass #budget #budgeting #money #moneyadvice #moneytips #savemoney #savingmoney #spendingmoney #monthlybudget #kidssports #childactivities #summercamp #hobbies #extracurriculars #mom #dad #parents #kidsareexpensive #kidactivities

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43 minutes ago

Freedom is just around the corner. Just gotta stay focus.

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46 minutes ago

Up until 2007-2008, banks were holding an asset called Collateralized Mortgage obligations(CMOs ). The entire world economy was brought to its knees when over 13,000 of these CMOs defaulted.( watch The Big Short ) Banks have now replaced CMOs with CLOs(Collateralized Loan Obligations ). These are loans made to companies that would find it difficult to be approved because of the poor rating of them as a company. Banks have exposure of about $1 Trillion. Shouldn’t we be preparing for this? Aren’t companies with these loans struggling, especially with Pandemic? What could happen when these companies begin defaulting on their loans? Could this be a catalyst for a major economic crash?

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46 minutes ago

Let's face it us "𝘯𝘶𝘮𝘣𝘦𝘳𝘴 𝘧𝘰𝘭𝘬𝘴" get a bad rap. Today, we are sharing the ultimate secret to focusing on the numbers, while keeping the spirit of collaboration.  Technology can't replace vital skills like teamwork, communication, and emotional intelligence as accountants interact with clients. 𝐀𝐬 𝐚 𝐂𝐏𝐀 𝐟𝐢𝐫𝐦 𝐰𝐞 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐭𝐡𝐞 𝐧𝐞𝐞𝐝 𝐟𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐝𝐞𝐦𝐨𝐧𝐬𝐭𝐫𝐚𝐭𝐞 𝐭𝐡𝐞 𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐭𝐨 𝐰𝐢𝐧 𝐢𝐧 𝐭𝐡𝐞 𝐛𝐨𝐨𝐤𝐬 𝐛𝐮𝐭 𝐚𝐥𝐬𝐨 𝐰𝐢𝐧 𝐢𝐧 𝐭𝐡𝐞 𝐡𝐞𝐚𝐫𝐭𝐬 𝐨𝐟 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬. Want to work with a CPA team that you can trust? Click here to schedule a time to meet with one of our amazing team members today! https://app.acuityscheduling.com/schedule.php?owner=12212514 #business #smallbusiness #financetips #incometax #businesssuccess #cfo #accounting #accountant #tax #bookkeeping #payroll #taxes #smallbusiness #cpa #financialfreedom #payrolltraining #businessowner #startup #taxpreparer #bookkeeper #consulting #audit #finances #financialadvisor #financialplanning #financialindependence #cpafirm #financialliteracy #financialplanner #wealthmanagement

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50 minutes ago

For Agency Owner Omar Diaz, he says being efficient with your time is key: "Be selective with your time. Take away the distractions and the busy work. Don’t try to invent a new system, instead, follow the proven system - it works! Manage your time by working during your scheduled work hours. Finally, don’t seek affirmations - seek to serve." Thank you, Omar, for all you do! #lifeinsurance #madeforyou #life #love #family #workfromhome #confidence #hereforyou #sfglife #insurtech #insurance #financialplanning #personalfinance #lifestyle #fintech

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50 minutes ago

How can you successfully budget if you don’t know what you’re spending money on? 💰 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ Well, you can’t. Financial awareness is the foundation of a budget. If you’re not tracking your fixed and discretionary expenses, you will not be able to create a realistic budget. It’s important for you to face the reality of how you’re managing your money so that you can improve. 💰 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ When it comes to tracking your expenses, we suggest sitting down with your @strivingflawlessly Budget Journal at the end of each week, pull up your bank accounts and credit card transactions and record all of your transactions. You need to record EVERY transaction (by category ), including those you paid for in cash. 💰 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ At the end of the month, revisit your budget and expense tracking and decide what you can cut back on when making your budget for the following month. 💰 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ Do you currently track your spending? 💫 ⠀⠀⠀⠀⠀⠀⠀⠀⠀ #BudgetTips #MoneyGoals #BudgetPlanners

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51 minutes ago

The Dow Jones is a price weighted stock index, meaning the higher your share price is the more impact your stock has on the Dow’s performance. With Apple above $400 it has a significant impact on the Dow’s performance, after the stock split occurs the price could be down around $100 per share and therefore Apple’s stock performance will only carry 1/4 as much influence as it did before. Could that be a problem for the Dow’s future returns? Or is it a blessing in disguise? • • • #investing #stocks #stockmarket #moneytips #investments #investingtips #investing101 #kcmo #moneymanagement    #financialfreedom #budget #personalfinance #debtfreecommunity #debtfreejourney #financialindependence #dfc #financetips #finances #financememes #bitcoin #financialgoals #frugalliving #frugal #kansascity #investmentstrategies #millennialmoney #401k #stockmarketnews #financialplanning #moneyhabits

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53 minutes ago

What a privilege it was to help this young family buy their first home! Their journey to home ownership was truly inspiring. Congratulations @ana .segatto and @_saulorm !! May this home be filled with love and great memories💕 . . #closingday #firsttimehomebuyer #homeownership #torontorealestate #blogto #torontolife #realestate #financialplanning #personalfinances #financialgrowth #financialgoals #finances #financialwealth #thankyou

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3 days ago

@completedluxury

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4 days ago

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Top photos & videos on #financialplanning

4 days ago

The first official week in August, and a fresh start! I'm using the Housework area to write down my priority tasks for the day. What do you use the Housework section for in your Live Rich Planner? #dailytasks

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3 days ago

Enjoying my new planner! Keeping me focused, productive, and balanced. ➡️ Repost by @elisaguzzardi Working in my planner has become a huge stress reliever for me. Anyone else? #planneraddiction

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2 days ago

We did grown adult things! We created our wills!⠀ ⠀ This is something we always talked about doing, but put it off as we’ve never thought it something that is immediately necessary in our current age and time. I don't like talking about death but just like financial planning you need a plan for your passing.⠀ ⠀ Planning for financial security means ensuring once you're gone, your finances are still secure and the burdens are not passed onto your loved ones to figure out. ⠀ ⠀ Creating our wills was great, easy and not as scary as we had always imagined, which is the main reason we have postponed the process. @ramsey .solutions online will package provided a step by step walkthrough for each scenario needed to complete our wills. Forty minutes for two of us helped us solidify our family needs and provided us with a sense of peace.⠀ ⠀ Another positive that came from this is the opportunity for open conversations about estate planning, our children needs, and if and how we would support local charities.⠀ ⠀ We are so glad we did it! We recommend you do it too! August is National Will Month and we encourage you to create a will if you do not already have one. Use the code 20OFF to get a discount. Link in bio.⁠⠀ ⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ #Ad #AdultingWithAWill #FinancialPlanning #debtrfreejourney #debtfreecommunity #daveramsey #winnning#familyplanning

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Yesterday

How great is this pic of Ed and Andrew?! #bromance 💕😂 They’re both hilarious to listen to and clearly not afraid to laugh at themselves 😅 So why not join them each day on the Property Academy Podcast where they give us the MOST RELEVANT and MOST INTERESTING insights into all things property. 🙌 Better yet they share their own funny stories and make data fun, so you can whole heartedly enjoy learning from the best 🤓👌 #bromancegoals #investmentproperty #investing #property #investors #realestateinvesting #investmentproperty #personalfinance #propertyinvestment #financialplanning #realestateinvestment #financialadvisor #moneygoals #financialgoals #realestatecoach #investorlife #moneygoals2020 #realestatetraining #financialadvisors #propertygoals #propertycoach #opespartners #opesinvest #bromance

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Yesterday

Resesi... apa itu? . Resesi adalah penurunan kegiatan ekonomi secara signifikan selama berbulan-bulan, bahkan bertahun-tahun. Indikatornya bisa dilihat dari penurunan pada PDB (Produk Domestik Bruto ), merosotnya jumlah lapangan kerja dan penjualan ritel, serta terpuruknya industri manufaktur. . Resesi terjadi ketika pertumbuhan ekonomi negatif pada 2 kuartal berturut-turut. Pada kuartal I 2020, ekonomi Indonesia tercatat tumbuh positif 2,97%. Pada kuartal II 2020, pertumbuhan ekonomi Indonesia minus 5,32%. Jadi secara formal Indonesia belum masuk masa resesi, dan harus dievaluasi lagi nanti di kuartal III 2020. . Melihat perkembangan kasus Covid-19 yang masih tinggi dan kegiatan ekonomi yang masih melambat, pemerintah Indonesia mengeluarkan berbagai stimulus dan bantuan kepada rakyat maupun sektor usaha agar transaksi keuangan masih berputar di kuartal III ini. . Di level individu, kita harus tetap menjaga agar perekonomian rumah tangga tetap berjalan. Tak ada cara lain selain tetap produktif: bekerja mencari penghasilan dan melakukan cash management yang baik dengan mengatur pola konsumsi dan investasi. Jadi resesi atau tidak, memang kita harus bijak mengatur keuangan. Yuk, cek lagi pola keuangan kita ya, apakah sudah seimbang pendapatan vs pengeluaran? . 📸: @baszaini Lokasi: @ngoepi . METTA ANGGRIANI, CFP® #MettaDaily #recession #resesiekonomi #covid19 #cashflow #consumption #rumahtangga #financialcheckup #financialplanning #perencanaankeuangan #perencanaankehidupan #sadarkeuangan #sadarpotensidiri #antibokek

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Yesterday

One of my goals for August is to lessen the amount of times my family gets takeout. I've challenged us to only buying takeout one time per paycheck budget, which is every other week. I will be using the daily spending section in the @liverichplanner to track our progress and also write the amount we spend on takeout. ➡️ repost by @budgetplanningmama How are you using the daily spending calendar in your Live Rich Planner? #plannerobessession

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3 days ago

"Planeje o investimento como um casamento católico: para a vida toda." Warren Buffett . . . . . . . . . . #educacaofinanceira #mercadofinanceiro #planejamentofinanceiro #grupo360 #financialplanning #construindoativos #warrenbuffet #robertkyosaki

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Yesterday

Gold has breached the US$2k per Troy ounce level, but who’s driving demand? And how much higher can it go? Property prices in Singapore inch up despite the pandemic. Is now really the right time to buy? And how retailers on and offline are adapting to woo customers back and save their business. All on this week’s episode of MoneyMind this Saturday 1030pm Sin/HK time on @channelnewsasia #financialeducation #financialplanning #investing #goldprices

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