Financial Connection

Financial Connection, Inc., provides Financial Planning, Wealth Management, & Employee Benefits services to successful individuals, entrepreneurs & businesses.

[Financial Connection @fin_connect]

A Gift From The IRS... 7/10/26 Deadline

[Mike Ross @mrossfinancial]

You may be due a refund on Penalties and Interest paid to the IRS. If you qualify, you have two weeks to apply.

Read below for the details. If you have questions, reach out to me.

https://t.co/XTEt50yiaY

[Financial Connection @fin_connect]

https://t.co/3HwptLqwp1

[Mike Ross @mrossfinancial]

Do you have a child returning to or headed to college? Read on...

https://t.co/IZQ7ONevp5

[Mike Ross @mrossfinancial]

AI is coming of age. Practical applications and investment opportunities beyond the existing tech giants.

#financialplanning #investing #CFP #technology #robotics #ArtificialIntelligence

https://t.co/Bl79OJn1hX

[Mike Ross @mrossfinancial]

When you have $75K in savings and a paid off $5,000 car, people assume you're broke. But, if you have $5,000 in savings and a $75K financed car, people assume you are doing great.

#FinancialPlanning

[Mike Ross @mrossfinancial]

When you attend a conference, sometimes it's what they don't say that makes you think. Read on...

What do you think? Leave a comment below.

#investing #economics

https://t.co/KRlruoOA1E

[Financial Connection @fin_connect]

Resist The Temptation… https://t.co/l8rWUshkSA

[Mike Ross @mrossfinancial]

Don’t let this be you!

Today Is Yesterday's Tomorrow…
It’s Time To Start Planning.

https://t.co/pvG2fbfJdD

[Financial Connection @fin_connect]

ESG Investing https://t.co/eEt4GchCJx

[Mike Ross @mrossfinancial]

Pennies On The Dollar https://t.co/nvzwLbP1PN

[Financial Connection @fin_connect]

Pennies On The Dollar https://t.co/ypPyCbKndr

[Mike Ross @mrossfinancial]

Thought For The Day...

Are your kids going to inherit a headache? When was the last time you reviewed your estate plan?

Make sure your kids don't inherit a headache!

#ThoughtForTheDay #EstatePlanning #FinancialPlanning #CFP

[Financial Connection @fin_connect]

Transient Inflation – LOL https://t.co/RPUnHu35oZ

[Financial Connection @fin_connect]

The Clock Is Ticking On Year End Tax Planning https://t.co/C9hD4JSESm

[Financial Connection @fin_connect]

Traditional Medicare v. Medicare Advantage https://t.co/PJgoCJpOFr

[Financial Connection @fin_connect]

Is Your Car Lease Coming To An End? https://t.co/haLOtXXH6T

[Mike Ross @mrossfinancial]

This week, we have witnessed unrest in Cuba from people who want economic and personal freedom. While most Americans are rooting for the Cubans to be successful, some Americans are supporting a similar path in our own country. Read on... https://t.co/7xwD99SaYD

[Financial Connection @fin_connect]

You Might Want To Wait To File Your 2020 Tax Return https://t.co/nNqvUEa3ff

[Financial Connection @fin_connect]

A look at my crystal ball for our clients and friends.

How I See It (Part 2)... https://t.co/c4yM45x2vI