BlandGarveyWealthAdv

Wealth Advisors, Pension, 401(k) and Retirement Planning

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Use two-factor authentication. Especially important for banks, financial institutions and social media. It requires someone to not just have your password but also to have your phone to receive a code confirming it is you. #authenticator #cyersecurity #growliveretire #RIA

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Using the same password multiple times or creating simple ones makes passwords easier to remember but also puts you at much greater risk to have your passwords stolen. Create passwords that are phrases of things memorable to you. https://t.co/T9r4744P4Y

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Keep your PCs and smart phones updated. These updates are often sent out to fix a security vulnerability, so the longer you delay running that update, the longer that vulnerability exists on your device. #updates #cybersecurity #growliveretire #RIA

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Tax season is a favorite of the fraudsters. Remember the IRS will not call, text or email you. Even if you have an issue with your taxes, the IRS is not going to threaten or bully you. Contact the IRS directly https://t.co/GHN3Zip1uc #taxfraud #cybersecurity #growliveretire #RIA

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Beware of social engineering! Think before you click on a link, respond to a text or give out any private information on a phone call. #socialengineering #cybersecurity #growliveretire #RIA

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Do a credit freeze for yourself - and if you have kids, do one for them, too. A credit freeze will prevent a cybercriminal from being able to open new credit in your name. https://t.co/WfCNGSVPqU #cybersecurity #creditfreeze #growliveretire #RIA

[BlandGarveyWealthAdv @BlandGarveyAdvs]

With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities https://t.co/R32dPT896I #GrowLiveRetire #DesignBuildProect #insurance #budget Schedule a Consult https://t.co/8qqqDni45T

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. #studentloan #incomedrivenrepayment #AGI #GrowLiveRetire https://t.co/otXkVBKANK Need help? Schedule a consult https://t.co/8qqqDni45T

[BlandGarveyWealthAdv @BlandGarveyAdvs]

When building a diversified portfolio, how can investors set realistic expectations for returns? And what kind of performance comparisons might be most valuable? #Risk #Return #GrowLiveRetire https://t.co/2IRHqVwvWK

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Curious about your role as a 401(k) plan sponsor? Our latest article breaks down three key levels of responsibility to help you protect your company's financial future. #401k #PlanManagement #GrowLiveRetire https://t.co/GFY1P7uBGb

[BlandGarveyWealthAdv @BlandGarveyAdvs]

New RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. https://t.co/f65NXmeFQl #RMD #InheritedIRA #10YearRule #GrowLiveRetire

[BlandGarveyWealthAdv @BlandGarveyAdvs]

As a 401(k) plan sponsor, you play a crucial role in securing your employees’ future. Understanding your responsibilities can be challenging, but with the right guidance, you can protect both your team and your business. #401k #PlanSponsor #GrowLiveRetire https://t.co/GFY1P7uBGb

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Happy National 401(k) Day! 🎉 Offering a 401(k) is a great perk, but do you understand the responsibilities that come with it? Learn how to protect your business by understanding your liabilities. #National401kDay #RetirementPlanning #PlanManagement https://t.co/GFY1P7uBGb

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Here’s what individual investors should know when assessing the value of working with a financial advisor. https://t.co/LXwlvtxKm9 #FinancialGoal #Risk #Taxes #Economic #TexasRIA #GrowLiveRetire

[BlandGarveyWealthAdv @BlandGarveyAdvs]

In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing. #agingparents #caregiver #GrowLiveRetire #wealthmanagement https://t.co/Sf4Ujz6VIS

[BlandGarveyWealthAdv @BlandGarveyAdvs]

At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. https://t.co/IVNshq71mG Need help? Schedule a consult with Bland Garvey https://t.co/8qqqDni45T #2Q2024 #Economy #Inflation #GrowLiveRetire

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Congratulations! You’ve been given restricted stock units (RSUs). You’re probably thrilled by the potential extra income, but amid the excitement, it’s important to understand what RSUs entail https://t.co/bhyyrucXCm #growliveretire #RSU #companystock #taxes

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Your values drive every decision you make in life. So, what does that mean for your financial plan? https://t.co/dmYgeT9rxK #growliveretire #financialplan #investingstrategy #values #goals

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Wishing you the best in 2024. Happy New Year! #WealthAdvisor #RIA #Fiduciary #GrowLiveRetire

[BlandGarveyWealthAdv @BlandGarveyAdvs]

Merry Christmas and Happy Holidays. #RIA #WealthAdvisor #GrowLiveRetire