Jay Rishel, CFP®️

Offering independent, balanced advice and solutions tailored to the unique needs of family-oriented professionals.

[Jay Rishel, CFP®️ @Overman_Capital]

Read it here:

https://t.co/BRit8Tk4Xm

#FinancialSuccess #FinancialWellness

[Jay Rishel, CFP®️ @Overman_Capital]

📢 Concerned about Social Security? Get the Facts! 📢

Don’t let alarming headlines dictate your #retirement plans. Our latest blog post breaks down the reality behind #SocialSecurity projections and how to maximize your benefits.

#RetirementPlanning #FinancialAdvice #NewBernNC

[Jay Rishel, CFP®️ @Overman_Capital]

https://t.co/mNXvRefPmE

#Investing #LastChance #financialplanning 📊

[Jay Rishel, CFP®️ @Overman_Capital]

👀 Don't miss out on our 🖥️ webinar 🗓️ tomorrow, April 23rd, at 11:30am ET ⏰ on investing in an election year! If you haven't already, be sure to RSVP👇to 🔗 secure your spot. See you there! #Investing #LastChance #financialplanning 📊

[Jay Rishel, CFP®️ @Overman_Capital]

https://t.co/mNXvRefPmE

#Investing #MarketInsights #vote #presidentialelection

[Jay Rishel, CFP®️ @Overman_Capital]

🚀 Ready to take your #investment strategy to the next level📈?

Join us on April 23rd at 11:30am ET for expert insights on navigating #market #volatility during an #election year.

RSVP today 👇!

[Jay Rishel, CFP®️ @Overman_Capital]

Too narrow? #FirstTrust #economics

[Jay Rishel, CFP®️ @Overman_Capital]

Another good #ThreeOnThursday from @ftportfolios. Q1 2024 brought a nice change to the $SPX, with 40% of firms outpacing the index. While this is better than 2023 (27%), the proportion of outperformers is still below the 29-year average of 48%.

[Jay Rishel, CFP®️ @Overman_Capital]

#Investing #MarketVolatility #FinancialPlanning

https://t.co/mNXvRefPmE

[Jay Rishel, CFP®️ @Overman_Capital]

🖐️ #Investing during an election year 🗳️ can be challenging, but it's also an #opportunity 📈. Join us on 🗓️ April 23rd at 11:30am ET 🗓️ to discover strategies for navigating market #volatility and uncertainty during this #election cycle. RSVP today ⬇️!

[Jay Rishel, CFP®️ @Overman_Capital]

#Investing #MarketVolatility #financialplanning

https://t.co/mNXvRefPmE

[Jay Rishel, CFP®️ @Overman_Capital]

🖐️ #Investing during an election year 🗳️ can be challenging, but it's also an #opportunity 📈. Join us on 🗓️ April 23rd at 11:30am ET 🗓️ to discover strategies for navigating market #volatility and uncertainty during this #election cycle. RSVP today ⬇️!

[Jay Rishel, CFP®️ @Overman_Capital]

https://t.co/mNXvRefPmE

[Jay Rishel, CFP®️ @Overman_Capital]

🙋‍♂️Curious about how 🗳️ #Elections2024 impact your #investments? Join us on April 23rd at 11:30am ET for a webinar where we'll explore the impact of #elections on #equities, #fixedincome, and overall #market trends. RSVP ⬇️ now!

#Investing #ElectionImpact

[Jay Rishel, CFP®️ @Overman_Capital]

https://t.co/GxIWXJmq5Z

[Jay Rishel, CFP®️ @Overman_Capital]

📈Excited to invite you to a special webinar on investing in an election year 🗳️! Join us and @CapitalGroup on April 23rd at 11:30am ET as we discuss the unique challenges and opportunities of investing during this election cycle.

RSVP at link ⬇️. #Investing #ElectionYear

[Jay Rishel, CFP®️ @Overman_Capital]

Did you know that #financial #stress can lead to reduced life expectancy? It's time to take a closer look at how your #finances could impact your #health.

#financialplanning #wellness #healthcare

https://t.co/Z3feYmNRMy

[Jay Rishel, CFP®️ @Overman_Capital]

🚀 Stay tuned for more details! #RetirementInsights #FinancialPlanning #Retirement #NewBernNC #OvermanCapital

https://t.co/g4htkHbREg

[Jay Rishel, CFP®️ @Overman_Capital]

Curious about what awaits you at our "Social Security and the #Retirement You Envision" webinar? Get ready for a deep dive into crucial Social Security facts, real-life stories, #Medicare insights, and practical steps to integrate #benefits into your plan.

#SocialSecurity

[Jay Rishel, CFP®️ @Overman_Capital]

Whether you're a retirement planning pro or just starting, this session is packed with insights to shape your future. Save the date! 🗓️ #RetirementPlanning

https://t.co/g4htkHbREg

[Jay Rishel, CFP®️ @Overman_Capital]

🎉 Exciting News! 🎉 Join us for a special webinar on "Social Security and the Retirement You Envision" on Mon., Dec. 11th at 11:30 AM ET. See ⬇️#WebinarAlert