CFP® at @PFAretire (PFA). Specializing in group retirement plans and individual financial planning. #CFP#IndependentAdvisor
Tweets are not investment advice.
I became a millionaire in my early 30s.
- No businesses
- No inheritances
- No lottery winnings
Here are 13 simple strategies I used to escape the rat race after a short 14-year career.
***All youth golfers or parents of youth golfers***
Fantastic two day tournament in North Platte. Great for golfers of wide age groups and skill levels. Get registered today. Contact me if you need a registration form. #youthgolf#nebraskagolf#golf#juniorgolf
Have you ever bailed on an investment, maybe in your 401(k), during market volatility only to regret it later? Here's a reminder to invest for the long-term!
Great article highlighting the challenges of holding a single stock in your portfolio. Selling a large position can be complicated due to tax consequences. #Diversify#TaxPlanning
📈Concentrated stock positions can carry unique challenges, even if the stock has done well. Here are some options to consider:
💰Sell shares over time
📉Hedge your position with options
🔍Exchange your shares
💸Donate shares to a trust https://t.co/uxmLbgoS2k
🏠 Home elevators & pools can be tax-deductible
📚 Special-needs school tuition qualifies
🧑🎓 Medical expenses: not just insurance-covered
🚫 Deduction limits: itemize & >7.5% AGI
💡 Flexible Spending Account & Health Savings Account el https://t.co/JELFsk9tIT
According to Smartasset "65% of millennials are likely to begin working with an advisor over the next 2 years"
That is a huge number
You may be wondering
Why are so many millennials looking to work w/ an advisor?
Cause we never learned this stuff in school!
Powell's hawkish testimony sent stocks tumbling as Fed defends interest rate hike to combat inflation. Will the Fed maintain a faster pace of rate hikes than previously expected? #Fed#InterestRates#Inflation#StockMarket
Powell's hawkish testimony sent stocks tumbling as Fed defends interest rate hike to combat inflation. Will the Fed maintain a faster pace of rate hikes than previously expected? Stay tuned as Powell testifies before the House tomorrow. #InterestRates#Inflation#StockMarket
I just reviewed the cars driven by the early retirees (<60) I've helped with financial planning.
The average household I serve has $2.5 million investable.
And drives a 2013 Toyota/Honda/Nissan. Only 10% drive a car newer than 3 years old.