What an unforgettable moment and memory! Last week, @MasonClarkPFG and I had the incredible opportunity of participating in the Opening Bell Ceremony at the New York Stock Exchange (@NYSE). The history of Wall Street combined with the energy on the trading floor created a truly exhilarating and once in a lifetime experience for us.
Thank you to Jordan Juenemann and those at First Eagle for the incredible opportunity!
With global markets constantly changing, investing and preserving wealth can be tricky. That's why it's important to grasp some key principles.
#FinancialPlanner#Investing https://t.co/by7PHBFgZE
Cheering on our undefeated Chiefs and introducing our new Branch Office Manager Heather Ferris. From left to right: Mason Clark, Carol Mahon, Don Clark, Linda Riggs, Maureen Humbert, and Heather Ferris.
A skilled coach plays a crucial role in a football team’s success, making strategic decisions that can lead to victory or prevent a loss. Similarly, a knowledgeable financial advisor’s insights can greatly impact your financial well-being.
We love giving back to the community in so many ways, but nothing beats the thrill of Friday Night Lights! 🏈 Excited to kick off our 39th season as a football official. Can’t get enough of this! @KSHSAA@DonClarkPFG#FridayNightLights
Check out our latest video from @DonClark, where he explains the importance of reviewing your beneficiaries for retirement, investment, and banking accounts! https://t.co/wLTAVqIFAq
#PFGKC#FinancialPlanning#EstatePlanning
Which plan should you choose and how do you decide? Here are some key details about 529 plans and other education savings options: https://t.co/tGqi1L1Yy7
#FinancialFactFriday
Community is so important! Stay social and confirm you have tools like living wills, health care proxies, and durable powers of attorney that can help ensure your wishes are honored even if you're not in a position to voice them.
There are numerous benefits of having a healthy work/life balance. We would love to help guide your financial journey so you can continue doing more of what you love and leave the financial guesswork to us! https://t.co/YuugxQZFM2
#FinancialFactFriday
Today we're recognizing the lifestyle or financial sacrifices of the "Sandwich Generation". This term is used for those caring for both their aging parents and children.
Sandwich Generation individuals are caregivers for both their elders and children and should consider how their assets will be distributed if they pass while caregiving. Get prepared here: https://t.co/ZzPcfRZNvp
Let's face it--in today's world, health insurance is a necessity. Whether you already have health insurance or want to get it, here's some basic information to help you understand it. https://t.co/SCH0nAet1D
Financial Freedom is the gratification of knowing that you no longer have to work, but that you may continue to do so. Our goal is to help you achieve financial independence! Learn more here: https://t.co/3UQ4RgwhGs
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips: https://t.co/XhLRN1YJyG