BJ Marchini @BJMFinancialAdv
Joined April 2023-
Tweets201
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Followers22
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Following33
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A small write-up on how I got here.
🙌 PREACH! 🙌 advisorstream.com/read/forbes/mo…
Is your financial planner’s fee structure working in your best interest? You don’t have to pay quarterly or annually for financial advice. Let’s review your current plan and see if you’re truly getting the value you deserve. #FinancialPlanning #WealthManagement #FeeTransparency
BJ Ventura: Pet Directive 😆 advisorstream.com/read/putting-p…
Long-term care insurance ensures you receive the care you need, right in the comfort of your own home. It also eases the financial and emotional burden on your children, giving them peace of mind as you age. Plan ahead and secure yo advisorstream.com/read/forbes/mo…
Exciting News! 🚀 UPTIQ and Money Concepts have teamed up to provide tailored loan solutions to help you achieve your financial dreams. Looking to buy a new home or start a business? 🏡💼💰 #Finance #Loans #HomeOwnership #BusinessStartU advisorstream.com/read/how-to-bo…
Love this: "From limiting themselves to one scuffed-up Stanley water bottle to opting out of doing one’s nails or buying art for their homes, Gen Z has eschewed buying new items in favor of trying to appreciate what they have." advisorstream.com/read/gen-z-is-…
This! Don't just max out your 401k because TikTok told you to. It might be the wrong move for your situation. advisorstream.com/read/yes-you-c…
It's an uncomfortable conversation but a necessary one. Let's get prepared and make a plan now. advisorstream.com/read/millennia…
How many of these are you guilty of? Let's sit down and fix them! advisorstream.com/read/i-worked-…
🔍 True or False: Financial Planners only work with wealthy people? 🤔 **False!** Financial planners help individuals and families from all income levels. 🌟 #FinancialPlanning #MoneyMatters #SmartInvesting #PlanYourFuture advisorstream.com/read/im-vietna…
'Victoria McLean...told BI that moral support is important and practicing with parents is a great way to prepare, but she would "draw the line at bringing them to interview."' advisorstream.com/read/some-gen-…
'There is just one big problem with spousal IRAs: “Despite the advantages, not many people know about them,”' advisorstream.com/read/heres-a-t…
buff.ly/3yArCFP This is what makes me crazy: "In an era when financial advice is abundant, especially online...Most Americans (51%) admit they have acted upon financial guidance found on social media..."
Entrepreneurship is becoming the chosen career path for many young individuals. Here are three things you can do as a parent to recognize and encourage this entrepreneurial spirit in your child. advisorstream.com/read/3-ways-to…
"Millennials are at risk of not having enough money to retire, a reality many in the boomer generation are currently experiencing." advisorstream.com/read/meet-the-…
The ones that caught my eye: 4. Millennials Overspend Because of Their Friends 19. Boomers Have More Savings for Their Retirement 20. Millennials Have To Pay a Higher Interest Rate Than Boomers buff.ly/4bB4SEt
Boomerang kids save a lot of money by living with their parents, but it might be in their best interest for them to contribute to some rent or utilities. advisorstream.com/read/three-tip…
Prices are still high but we may have reached a plateau. 🤞 advisorstream.com/read/3-signs-t…
My favorite takeaway from this article: On a national scale and since 1963: -The cost to rent has risen 892% -Inflation has risen 896% -Median family income has risen 1,318% -The cost to buy a house has risen 2,354% buff.ly/3WMgtf8
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