Millennial Wealth, LLC @milllennialwlth
Financial Planning for Professionals in Tech. Planning for your future, for your experiences, for your life. millennialwealthllc.com Seattle, WA Joined May 2017-
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Check out our checklist on what issues to consider before and after the TCJA sunset provision occurs regarding your taxes. ow.ly/R6y750RqYeI #millennialwealth #personalfinance #financialplanning #taxes #TCJAsunsetprovision
Listen to the Wall Street Journal to learn why it's crucial to have financial conversations with your family about money. ow.ly/HeOU50Rlica #millennialwealth #personalfinance #financialplanning #estateplanning #inheritance
In this edition of our monthly newsletter, we discuss: ~ End of Tax Season ~. Inflation Remains High ~ Progress Meetings Update ~ PAWS Animal Shelter ow.ly/Mfy750RoogW #millennialwealth #personalfinance #financialplanning #newsletter #inflation #taxes
Tax planning isn't over! Read Forbes's helpful article for things to do after filing your return. ow.ly/o5lv50RlhgW #millennialwealth #personalfinance #financialplanning #taxplanning #taxes
Before combining finances with your partner, follow these seven steps to prepare. Use the link below to learn more. ow.ly/eoQZ50RlgiW #millennialwealth #personlfinance #financialplanning #combinedfinances #financialgoals
Take a look at Kiplinger's article to learn about the advantages of a 529 account! ow.ly/SJHX50RlfRH #millennialwealth #personalfinance #financialplanning #collegeplanning #education #529 #financialaid #taxbenefits
Read what tax changes may be on the horizon with the link below! cnbc.com/2024/04/15/op-… #millennialwealth #personalfinance #financiaplanning #taxes #taxplanning
Looking to maximize the impact of your gifting? Click the link below! kiplinger.com/personal-finan… #millennialwealth #personalfinance #financialplanning #gifting
"Prioritizing what makes you happy may lead you into retirement being truly wealthy..." ow.ly/pcAA50RgF34 #millennialwealth #personalfinance #financialplanning #wealthyvsrich
Take a look at Kiplinger's summary of the inflation that occurred in March. kiplinger.com/economic-forec… #millennialwealth #personalfinance #financialplanning #economicforecast #CPI
All things HSA with the link below! ow.ly/eTJS50RbwZU #millennialwealth #personalfinance #financialplanning #insurance #HSA #healthsavings
Don't overlook these five areas of your financial plan! Use the link below to review a checklist of items. ow.ly/1QeG50Rbw3n #millennialwealth #personalfinance #financialplanning #creditscore #retirementsavings #Efund #taxwitholding #estateplanning
Boost your financial security by increasing your money knowledge and taking action! cnbc.com/2024/04/03/lea… #millennialwealth #personalfinance #financialplanning #financialfreedom #financialsecurity #behaviorfinance
Looking to support a loved one financially? Check out this helpful article! kiplinger.com/retirement/man… #millennialwealth #financialplanning #caregiver #managingfinances
"The opportunity to consolidate loans will help many more borrowers to qualify for student loan forgiveness...Here's what to know about the deadline..." ow.ly/LG2g50R66Q0 #millennialwealth #personalfinance #consolidatedloans #financialplanning #studentloans
Read the Forbes article below on whether to pay estimated taxes or increase tax withholdings. ow.ly/XTTZ50R66tP #millennialwealth #personalfinance #financialplanning #taxes #withholding #estimatedtaxes
Looking to achieve financial independence? Check out this link for five habits to improve your finances. cnbc.com/2024/03/22/op-… #millennialwealth #personalfinance #financialplanning #financialindependance #financialhabits
Refer to our checklist for a list of things to consider when it comes to your non-qualified stock options. millennialwealthllc.com/wp-content/upl… #millennialwealth #personalfinance #financialplanning #NSO #stockoptions
Watch the Forbes video on how married filing separately can put taxes in your favor! ow.ly/fwBb50R1I8S #millennialwealth #forbes #taxes #financialplanning
Use our checklist of things to consider when funding an unexpected expense. millennialwealthllc.com/wp-content/upl… #millennialwealth #pesonalfinance #financialplanning #expenses
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Ross Marino, CFP®, C.. @Ross__Marino
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The Young Investor @tyiwealth
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John William Douglas @JohnWilliamDou3
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Greg Pearce @PearceAtFIG
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The Centsables @TheCentsables
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Jonathan Lustig @JonL9451
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Sarah Schacht @SarahSchacht
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jammtoday @jammtoday
551 Followers 3K Following We are experienced financial professionals reviewing the #roboadvice sector and educating today's digital investors. For early access visit https://t.co/3Iyf8hkwzm
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Kelly Anne Smith @keywordkelly
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Laura Berg @LBergWrites
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PlanningFire @PlanningFire
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Scott Henderson, AFC�.. @simplifinances
416 Followers 857 Following Accredited Financial Counselor® helping you reach #FinancialIndependence through simplifying the way you manage money! 💲
Financial Blog - Fina.. @financeqo
214 Followers 834 Following Articles about personal finance, banks, business, cryptocurrencies, debt, education, insurance, investing, loans, money, mortage. Submit an article.
Paul R. Ruedi, CFP® @PaulRuediJr
2K Followers 3K Following Retirement Planner @RuediWealth in #PlanoTX | Racing 🏎️ and MMA 👊 Fanatic | Sous Vide cooking
Rada Ghemigian @RGhemigi
135 Followers 558 Following Twin. Love baking, hiking & my dog Rocky. Senior Administrator @NYUStern #MBA #FinancialAid #HigherEducation #FinancialEd #FinLit Tweets are my own.
Shakti Therapy & Heal.. @ShaktiHeal
884 Followers 835 Following Psychotherapist + #Crystal Healer +#ketamine assisted therapist (#KAP) - #therapist #healing #candles. https://t.co/lZn7nc6bx1
AMAfeed @AMAfeed
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XYPN @XYPlanning
9K Followers 814 Following XYPN supports #advisors who want to start, run, and grow their own #RIA and serve #GenX and #GenY clients. Founded by @R_Alan_Moore and @MichaelKitces
Levi Sanchez @Sanch_Levi
145 Followers 147 Following Founder of @Milllennialwlth. Personal finance enthusiast and Financial Planner for Professionals in Tech.
Dave Sekera, Mornings.. @MstarMarkets
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Investopedia @Investopedia
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Millennial Wealth Man.. @MillennialWMgmt
1K Followers 1K Following Millennial Wealth Management, LLC is a leading financial planning firm for the Millennial Generation. Comprehensive financial planning and investments.
Calamos Investments @Calamos
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Capital Group @CapitalGroup
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When we look back in five years, we are going to realize that there were 10 to 20 amazing companies that were started that changed the world and led us to a brighter future. Ask yourself: “Why Not Me” or “Why Not Us”. Now is your time. The world is waiting.
Imagine if every AUM advisor was required to document specific work done for EVERY client EVERY quarter or be compelled to refund AUM fees that quarter. Reasonable to ensure clients are receiving value, but billing frequency is not service frequency.
State regulators scrutinize investment advisers' subscription fees. Likely guidance: Don't just be available; do something for the money. bit.ly/2PF4pdo @OHSecuritiesDiv @MichaelKitces @SherylGarrett @fpassociation @investmentnews
Wirehouses struggling w/ recruiting are paying senior brokers to retire FROM wirehouse, rather than take recruiting check to go elsewhere as their 'retirement'. The problem? Wirehouse buys out broker, then CLIENT leaves anyway b/c relationship is gone... bit.ly/2KTmkZJ
One of the biggest black holes ever found, it would engulf our solar system and then some. This black hole isn’t messing around. rssfeeds.usatoday.com/~/605318972/0/…
6 Types Of Niches For Financial Advisors To Differentiate Themselves kitc.es/2XxGv3y
Warren Buffett, who is 88 and has no plans of leaving Berkshire Hathaway, says he eats McDonald's 3 times a week and pounds Cokes because he's not 'bothered' by death businessinsider.com/warren-buffett…
Can't believe it's been 5 years already. So thankful to @R_Alan_Moore for getting XYPN off the ground, our amazing @XYPlanning team for helping us to build and serve our members, and to our members themselves for being willing to take the leap with us and join the movement!
Today, we're celebrating our 5th #birthday! It's crazy to think that XY Planning Network launched 5 years ago, and that today, we're nearing 900 members. Thank you to all those who continue to believe in the work we do. XYPN wouldn't be what it is today without all of you.
Not surprising, but turns out the guy leading the College Admissions scandal was trying to network to ultra-HNW via Morgan Stanley, UBS, Oppenheimer, & PIMCO... "College Scandal Mastermind Says He Worked with Wealth Firms" kitc.es/2HExKRb via @advisorhubinc
So, is the client the human being you have to be relevant for and add value to? Or just their pot of money... :/ #T32019
Powerful words by @AdvisorEngine : serve smaller accounts and future proof your business. Every firm should consider the impact of not implementing this plan #T32019
Out of 15 major asset classes ranging from stocks to bonds to REITs to Gold and Commodities, only finished higher in 2018: Cash.
Stocks are a long-term investment. So why would you care what they do in the short term? Save yourself the stress: Tune out the talking heads and stick to your investing plan. thesimpledollar.com/worried-about-…
If you're a freelancer - or want to start - these tips will help keep your budget under control. (via @milllennialwlth) investopedia.com/advisor-networ…
Here are 9 Financial Accomplishments Worth Celebrating h.ptsm.us/1h2xsc via @milllennialwlth and @XYPlanning
Recently announced at #CAAFP2018: A new scholarship aimed at increasing diversity within #financialservices. Find out more: hubs.ly/H0dBTrW0
"I'm 23 and tired of working corporate. I make $68k a year and have about $95k saved. I want to be a DJ full-time and start an events company. I live at home rent-free with no loans and own the equipment I need to start. Is it wise to leave my job?" investopedia.com/advisor-networ…
If you find yourself spending rather than investing or saving, take a look at what your spending habits are really costing you. (via @AspenCross) investopedia.com/advisor-networ…
Improve your quality of life by improving your financial wellness. Here's how to do it. (via @milllennialwlth) investopedia.com/advisor-networ…
Don't make these mistakes as a first time investor. Hint *we're quoted in number 5!* Any advice to add to these? #millennialwealth #financialeducation #financialindependence #investing rd.com/advice/saving-…
So you want to be a millionaire? You can increase your chances by implementing these five money habits. (via @milllennialwlth) investopedia.com/advisor-networ…
Building an emergency fund is easier than you may think. (via @milllennialwlth) investopedia.com/advisor-networ…
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