Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™

TCWS is a Fee-only, Fiduciary #financialplanning firm that helps guide busy professionals, business owners, & entrepreneurs to make smarter life & 💰 decisions.

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

The question I get asked most frequently is, "What is a #feeonly #fiduciary, and why does it matter? So, I put together an #eBook to better explain it in plain English.

Get your copy for FREE here:

https://t.co/1XYrb0HjI6

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

Study: 71% of Social Media Financial "Advice" Misleads Gen Z and Millennials. 😬

I'd love to hear the cringiest financial claim(s) you've seen, heard, or danced to on social media. 🤔https://t.co/RVFyNiYYYD

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

The @GopherFootball team came up short against @PennStateFball, but the #flyover was pretty cool! #merica

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@ChefReactions The food is fantastic, but the people-watching takes the cake! 10 out of 10, I would definitely try this! #foodporn

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@dianacabrices Congratulations on your recent engagement! Wishing you two a lifetime of happiness together! 🥰❤️💕

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

A #Minnesota couple won the #Powerball #lottery and turned to a trusted local financial adviser for help...their #nonprofit was hurt by high fees and low returns.

https://t.co/plZfPTj3wo via @WSJ

This is precisely why a #fiduciary standard in financial services is needed.

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

For #FathersDay, @Entrepreneur asked me & 17 other #entrepreneurs & #businessowners, "How Do You Balance Being a Dad and a CEO?"
https://t.co/lfh1hcY4AG
Here's to the dads out there doing their best to be present at home while also running successful businesses! #HappyFathersDay

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

For #FathersDay, @Entrepreneur asked me & 17 other #entrepreneurs & #businessowners, "How Do You Balance Being a Dad and a CEO?"
https://t.co/lfh1hcY4AG
Here's to the dads out there doing their best to be present at home while also running successful businesses! #HappyFathersDay

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

As anticipated, the Federal Open Market Committee (FOMC) of the Federal Reserve announced today that they are holding rates steady but still hope to cut them by the end of the year. I basically said the same in today's @cnet #money article: https://t.co/0isRzGqJQZ

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@michaelbatnick Agreed! I only drive @Toyota vehicles. Started when I was dirt poor and continues today! Proud #prius driver. 😀

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

"Successful mothers are not the ones that have never struggled. They are the ones that never give up."
— Sharon Jaynes

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

Enable our Alexa Skill for hands-free access and updates powered by @WealthVoiceAI! https://t.co/EQk1SL9T9b

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

So much this!

[HonestMath.com @honest_math]

If TikTok insurance grifters sold life jackets:

"Traditional life vests leave swimmers vulnerable to the ocean's perils. Introducing the Maritime Personal Inflatable (MPI), a revolutionary system that protects wearers from shark attacks, violent beachgoers, and falling debris."

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

My most recent quote for a @Bloomberg story titled, "How Worried Should You Be About Commercial Real Estate?" was just released!

Are you in #CRE or does #commercialrealestate affect you personally? I'd love to hear your thoughts on the current #market.

https://t.co/TdSzONzUlC

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@honest_math A great analogy for the financial services industry!

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

Anyone else gettin a 404 Error on @MyRepChat?

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@BeachStreetEsq Great info as always, Chris! I've been wondering if it applied to me as a state-registered owner of an RIA or if I was exempt.

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

Do you remember when you joined X? I do! #MyXAnniversary

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

@RetireMeASAP His pontifications are nearing Cramer-like levels...

[Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ @TCWealth]

Happy #Thanksgiving from our family to yours! Wishing you and your loved ones a joyful and blessed day together.