Ivailo

[Ivailo @ivogrigo]

Statistically only 36% of women feel confident about their retirement savings. I think that gives us a big opportunity for growth and empowerment.

*Planning and Progress, 2024.

[Ivailo @ivogrigo]

Better financial planning can help lead to positive outcomes beyond the ability to buy nice things — like reduced marital stress, healthy money conversations with family, and more confidence giving to your community. Reach out and let’s talk about a better way to money.

[Ivailo @ivogrigo]

Imagine living the life you want and doing it with a lot less worry. That’s exactly what I’m here to help you with. Let’s connect and unlock new possibilities with a better way to money.

[Ivailo @ivogrigo]

Financial planning isn’t just about saving for retirement. It’s about building a life that’s filled with great memories. Let’s figure out how to meet your goals, whether they’re 3 years from now or 30.

[Ivailo @ivogrigo]

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

[Ivailo @ivogrigo]

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

[Ivailo @ivogrigo]

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

[Ivailo @ivogrigo]

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

[Ivailo @ivogrigo]

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out. https://t.co/lW0UJLBRg4

[Ivailo @ivogrigo]

Though an Roth IRA has some pretty sweet tax benefits—there are limits to what you can contribute. Here are the Roth IRA contribution limits for 2024. https://t.co/NHpFsi7SJs

[Ivailo @ivogrigo]

An employer match is a major perk of a 401(k), but did you know you can only contribute a certain amount each year? Here are the contribution limits for a 401(k) in 2024. https://t.co/ql1g6ye8r1

[Ivailo @ivogrigo]

Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours. https://t.co/RGggCvDRl0

[Ivailo @ivogrigo]

At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.

[Ivailo @ivogrigo]

You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you. https://t.co/yXJ2hcjhPX

[Ivailo @ivogrigo]

Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby. https://t.co/LXQmVOYvfj

[Ivailo @ivogrigo]

It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out. https://t.co/TsTNIQj5wi

[Ivailo @ivogrigo]

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

[Ivailo @ivogrigo]

A new study by Northwestern Mutual delves into when people of different generations think it’s time to discuss family finances. https://t.co/DPXRQYX0O1

[Ivailo @ivogrigo]

19 years old. That’s the average age when people have their first conversation about family finances with their parents. I’m ready to help you navigate these crucial conversations. Reach out to get started.

*Planning and Progress Study, 2023

[Ivailo @ivogrigo]

Think you know what life insurance is all about? You might be surprised to see how much you can do with it. Check out this quick quiz then reach out and let’s talk about how life insurance can help you live better https://t.co/HCQM7y5Ac8