Jake Morris, CFP®

Plan for your tomorrow. Live for your today.™

[Jake Morris, CFP® @FunFinancialCo]

Join me today from 12:00-1:30 PM EST as I present on Mutual Funds and ETFs @NYPL.
Register here:

https://t.co/155VkRV83K

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #MutualFunds #ETF

[Jake Morris, CFP® @FunFinancialCo]

Join me today from 2:00-4:00 PM EST as I present on Retirement planning @BMCC_CUNY
Register here:

https://t.co/JUWqvaeZ4D

#investments #retirement #stockmarket #investingtips #FIRE #MutualFunds #ETF #BMCC

[Jake Morris, CFP® @FunFinancialCo]

Join me today from 2:30-4:00 PM EST as I present on Mutual Funds and ETFs @NYPL.
Register here:

https://t.co/PczSRnMuOd

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #MutualFunds #ETF

[Jake Morris, CFP® @FunFinancialCo]

Join me today from 1-3 PM EST as I present Putting it all Together with @PSSUSA and Money Made Simple. Register here:
https://t.co/M6GryBu8Eh
#investments #investingadvice #stockmarket #investingtips #bonds #FIRE

[Jake Morris, CFP® @FunFinancialCo]

Join me today from 1-3 PM EST as I present Keys to Successful Investing with @PSSUSA and Money Made Simple. Register here:
https://t.co/M6GryBu8Eh

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #BenGraham

[Jake Morris, CFP® @FunFinancialCo]

Hard to believe it’s been one year since Fun Financial opened its doors for business, and six months since I had this little financial planner. It’s been an honor and a blessing. @XYPlanning #CFP #FIRE #FUNFINANCIAL #investments #investmentadvice #love #congratulations

[Jake Morris, CFP® @FunFinancialCo]

Glad my rec to focus on the “FI” of “FIRE” made it into this article on ThinkAdvisor about advice to offer clients interested in the FIRE movement. Quote in the slideshow:
https://t.co/ZT4wwloCXs

#FIRE

[Jake Morris, CFP® @FunFinancialCo]

Join me tomorrow, May 26th, as I present Putting It All Together: Constructing A Retirement Income Plan @PSSUSA and Money Made Simple. Register here:
https://t.co/FvjNdmJVb6

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #Retirement #BondLadder

[Jake Morris, CFP® @FunFinancialCo]

I was featured in this weekend’s edition of @barronsonline in a timely piece about the challenges of advising #FIRE clients on the appropriate amount of #Crypto to hold in their investment portfolios, if any. Read the excellent piece by @ahndrewpalmer https://t.co/uNStSAgXpE

[Jake Morris, CFP® @FunFinancialCo]

Join me tomorrow, May 12th, as I present Keys to Successful Investing with @PSSUSA and Money Made Simple. Register here:
https://t.co/FvjNdmJVb6

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #BenGraham

[Jake Morris, CFP® @FunFinancialCo]

Join me on May12th as I present Keys to Successful Investing with @PSSUSA and Money Made Simple. Register here:
https://t.co/FvjNdmJVb6

#investments #investingadvice #stockmarket #investingtips #bonds #FIRE #BenGraham

[Jake Morris, CFP® @FunFinancialCo]

Congratulations to my zero-coupon bond, and beautiful daughter, Elle, coming due. My wife and I feel like the luckiest parents in the world to have you join the family, Ellie. #worthit #bestinvestment #financialplanning #baby #newborn #hope #protoculture #joy #CFP

[Jake Morris, CFP® @FunFinancialCo]

Join me on Feb 16th as I present Keys To Successful Investing with PSSLife! University and Money Made Simple. Register here: https://t.co/ct3N8jG52W

#InvestingTips #FinancialEmpowerment #FinancialTips #HappyValentines

[Jake Morris, CFP® @FunFinancialCo]

I was featured on https://t.co/MUJbxA2DkO speaking with @slsteinberger about the challenges financial planning membership organizations have experienced during COVID. Check out his thoughtful and well-researched article here https://t.co/BTtPEKp444 Thanks Sam! @wealth_mgmt

[Wealth Management @wealth_mgmt]

With the rise of remote meetings, social media and online communities, do professionally managed industry associations like @fpassociation, @NAPFA and @iw_inst have a future? The numbers are mixed.

https://t.co/xPEEBd2JT4

[Jake Morris, CFP® @FunFinancialCo]

January is all about new possibilities. As the stock market reaches all-time highs, there’s no time like the present to learn about investing in your future. Join me on Feb 16th as I present The Keys To Successful Investing with PSSLife! University. https://t.co/UQ0vNdLOpC

[Jake Morris, CFP® @FunFinancialCo]

Looking for a good #book to #listen to in your #snowmancar? #snowedin? Here’s some of the best audiobooks that I listened to in 2019. https://t.co/xkjDBkBeyI #enjoythesnowNY #hondasnow #frostymobile #frostythesnowcar #snow

[Jake Morris, CFP® @FunFinancialCo]

@JenAshleyWright @GabraZackman @jonwurster @tuneyards @FREDARMISEN5 @sharonvanetten @TheMagFields @JeffTweedy @CoreyTaylorRock @PWElverum @michaelazerrad @DavidLongstreth @FranzenJE @LauraJaneGrace @colinmeloy @sleepdiplomat @SteveWestActor @TylerKepner #audiobook #recomendation

[Jake Morris, CFP® @FunFinancialCo]

I’m #thankful to have a wife who not only loves and supports me, but who’s also an amazing editor. Thank you @whitneylauren for being my partner and congratulations on finishing your 1st novel! Stay tuned for much more from https://t.co/KLjIfYNnWJ #writingcommunity

[Jake Morris, CFP® @FunFinancialCo]

I’m thankful to live in the #HudsonValley and to know Carla Rozman, who designed Fun Financial’s awesome logo https://t.co/R1TZlQ4iDY I’m so impressed by your artistic vision, Carla, and it was an honor to work with you! Check out Carla’s amazing work at https://t.co/CtBBK6A8iB