Magnolia Wealth Strategies

[Magnolia Wealth Strategies @MagnoliaWealth]

Welcome to the family, Jeff Bordelon! We're so glad to have you on board. #WelcomeToTheTeam

[Magnolia Wealth Strategies @MagnoliaWealth]

Congrats to Bart Broussard, CFP®! During our recent 2018 Awards Ceremony, Bart took home several awards including Top Advisor, Top Broker Dealer Advisor, & The Stacy Larkin Life of Significance Award. Thank you, Bart, for your hard work and dedication year after year.

[Magnolia Wealth Strategies @MagnoliaWealth]

How's your asset allocation looking these days? https://t.co/1n9utnPK09. https://t.co/tgWfXUqvt9

[Magnolia Wealth Strategies @MagnoliaWealth]

If you have something important to share, make sure you do it right. #biztipthursday

[Magnolia Wealth Strategies @MagnoliaWealth]

We’re so proud of our All-Star, Payton Denney, for being a featured speaker on how she built a successful financial planning practice at this year’s MassMutual Academy in Las Vegas. #WayToGo #AllStar

[Magnolia Wealth Strategies @MagnoliaWealth]

It gives us great pleasure to introduce Allison Terlip as our new Managing Director in our Pensacola, FL office. Please join us in welcoming her to the Magnolia Wealth family! We're so lucky to have her on our team. #MagnoliaWealth

[Magnolia Wealth Strategies @MagnoliaWealth]

7 Tips for Raising Wealthy Kids to Be Socially Responsible.

https://t.co/FCLlgRFdLZ

[Magnolia Wealth Strategies @MagnoliaWealth]

Financial Planning's inaugural Financial Wellness Report is out. Learn more about what advisors around the country shared about their clients.

https://t.co/jqpxmi7IBV

[Magnolia Wealth Strategies @MagnoliaWealth]

6 People Who Dismiss Long-Term Care Insurance, But Maybe Shouldn't.

https://t.co/Vv6AYLWVWZ

[Magnolia Wealth Strategies @MagnoliaWealth]

Budgeting can be overwhelming. Forbes has rounded up a list of the best budgeting apps in 2019. Do you use any of these apps to keep your budget in check?

https://t.co/EOq0Ck9IIj

[Magnolia Wealth Strategies @MagnoliaWealth]

Whether you're celebrating by the beach or at a bbq, wishing you a great Fourth of July!

[Magnolia Wealth Strategies @MagnoliaWealth]

Whether it's old tax returns or important home documents, it's easy to lose track of those non-digitized records. This article shares some of the easiest methods for storing and organizing important documents at home. https://t.co/49suTXb6aw

[Magnolia Wealth Strategies @MagnoliaWealth]

3 Potential 401k Plan Problems (and How They're Fixed). https://t.co/GsUng6wS71

[Magnolia Wealth Strategies @MagnoliaWealth]

Is there such a thing as good debt? https://t.co/qhBJE2063G

[Magnolia Wealth Strategies @MagnoliaWealth]

Protect your child’s education at no cost to you. For those who qualify, LifeBridge offers free life insurance coverage for the benefit of your children’s education. To learn more about LifeBridge visit https://t.co/rvubptDj0h

[Magnolia Wealth Strategies @MagnoliaWealth]

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!

https://t.co/9iUhFy4WRD

[Magnolia Wealth Strategies @MagnoliaWealth]

In celebration of National Social Media Day, we'd like to thank all of our followers for all of the great content, comments and likes! We "LIKE" you a lot!

[Magnolia Wealth Strategies @MagnoliaWealth]

Gen Z is Coming: What 401K Advisors Need to Know.

https://t.co/sL1gdIdcnQ

[Magnolia Wealth Strategies @MagnoliaWealth]

Guess what? It's National Handshake Day. Stick your paw out there and shake some hands and make some friends. Just make sure you're not a #BoneCrusher. https://t.co/Yo5cuwXtmw

[Magnolia Wealth Strategies @MagnoliaWealth]

The House of Representatives last month passed legislation known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Learn what this means for small business owners and their employees: https://t.co/SlQ5MuIXh3. https://t.co/604UtVPkhk