VintageFinancialPartners

Succession. Legacy. Wealth. | Advisors to Business Owners. Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC

[VintageFinancialPartners @VintagePlanning]

@JoeSquawk Miss you and squawk this morning. Hope you’re enjoying Vacay. Can’t wait till you get back next week.

[VintageFinancialPartners @VintagePlanning]

Saw a segment on @SquawkCNBC where Joe Kernen mentioned a clash between a U.S. president and the Fed chair. It sent us down a rabbit hole.

[VintageFinancialPartners @VintagePlanning]

why presidents clash with the Federal Reserve https://t.co/Ava4slqSR5

[VintageFinancialPartners @VintagePlanning]

📊 Exit Planning Snapshot:

75% of business owners aim to exit within the next 10 years.

Yet, only 17% have a formal exit plan.

80–90% of an owner's wealth is tied up in their business.

Planning isn't optional—it's essential. #ExitPlanning #SuccessionPlanning

[VintageFinancialPartners @VintagePlanning]

There are only 4 ways a business owner exits:
✅ Planned & Voluntary
⚠️ Planned & Involuntary
🚨 Unplanned & Voluntary
❌ Unplanned & Involuntary
The difference? Preparation.

Know your path before life chooses for you.
#BusinessExit #SuccessionPlanning #Legacy

[VintageFinancialPartners @VintagePlanning]

At Vintage, we help business owners build wealth beyond their business.

Because the best plan is one that lets you walk away when you're ready.

[VintageFinancialPartners @VintagePlanning]

• Introduction:
We’re Vintage Financial Partners, an independent wealth management firm serving the Mid-Atlantic region. Our team specializes in working with business owners who are building, growing, or preparing to exit their companies.

• Venture:
We provide financial planning, investment management, and business transition strategies tailored specifically for entrepreneurs. From navigating growth to planning an exit, we help owners make confident, well-informed decisions around retirement planning, executive compensation, healthcare benefits, tax strategy, and business continuity.

• On the Agenda:
We’re currently expanding our exit planning services and developing new tools to help business owners transition on their own terms—whether through succession, sale, or strategic partnerships.

• Wisdom Gained:
Our top lesson? The most successful business owners treat planning like a business decision—not an emotional one. Having a clear strategy early on opens more doors when it matters most.

[VintageFinancialPartners @VintagePlanning]

Explore our insights on “Divorce Month” and key considerations for navigating a grey divorce.

https://t.co/6cPnecL0Ns

[VintageFinancialPartners @VintagePlanning]

Hail Marys are rare, with just a 10% success rate—like catching lightning in a bottle! This viral clip of the DB taunting the crowd, only to tip the ball for a TD, is instant karma. A reminder: never let your guard down until the final whistle! #NFL #HailMary #InstantKarma

[Joe Abdo @joe_abdo]

Crazy video I got of #Commanders vs #bears walk off

[VintageFinancialPartners @VintagePlanning]

Excited to be here. Great content so far. #financialai #adviseai #WealthManagement

[Financial Planning @finplan]

We're live at Financial Planning's ADVISE AI conference! If you couldn't make it to Vegas, check out our live blog for highlights and more.
#wealthmanagement #ADVISEAI #artificialintelligence
https://t.co/F3hpMjYv1R

[VintageFinancialPartners @VintagePlanning]

We’ve always appreciated @Steven_Ballmer & @USAFacts for offering clear, data-driven insights. We often rely on your site to present solid facts to the more skeptical. But your latest episode threw us off. When discussing income groups, you compared the middle 20%, bottom 20%, and then jumped to the top 1%, instead of the top 20%.

That’s a #rhetorical sleight of hand. A fair comparison would be the top 1% vs. bottom 1%, or the top 20% vs. bottom 20%. Mixing categories like this distorts the picture and #misleadsthefacts we know you can do better, Steve.

[VintageFinancialPartners @VintagePlanning]

What can investors learn from soccer goals? Just like in soccer, where volatility is part of the game, market fluctuations are inevitable.

Research on soccer goalies and penalty kicks reveals:

- 94% of goalies dove for the ball
- 30% saved by diving left
- 25% saved by diving right
- 60% saved by staying in the center

When uncertainty strikes, stay centered on your plan. Patience and strategy can lead to success! #letsmakeaplan #vintagefinancial #FinancialGoals

[VintageFinancialPartners @VintagePlanning]

🚨Attention, seniors and their loved ones! Elder fraud is a growing concern, with a staggering $3.4 billion in reported losses last year, according to a new FBI report.👵 The frequency of criminal schemes targeting U.S. seniors increased by 14% between 2022 and 2023. The most costly of these scams? Investment schemes entice victims to transfer money to fraudulent financial institutions. Last year, over 5,920 individuals aged 60 and above lost more than $100,000 due to these criminal frauds. This is a serious issue that requires our attention. So, how can we combat this? Stay cautious of unsolicited contact from financial institutions or unknown parties. If an offer seems too good to be true, it likely is. Make it a priority to educate yourself and your loved ones about common scams. If you suspect any suspicious activity, report it to law enforcement immediately. Let's empower ourselves with knowledge and stay vigilant! #ElderFraud #FinancialSafety #InvestmentScams #VintageFinancial #Letsmakeaplan

Source:
https://t.co/hydEiu6FJx

[Caitlin Roth @caitlinrothfox5]

*New* A Tornado Watch has been issued for the whole area until 11pm. Prime time for storm development is 5:30-8:30pm.

[VintageFinancialPartners @VintagePlanning]

@sandra_doorley Revealing your true self, even in a moment of weakness, has severely damaged your credibility. Trust is fragile, like a sandcastle; it takes a long time to build but can be destroyed in an instant.

[VintageFinancialPartners @VintagePlanning]

Are you in the Financial Services Industry and loving #ChatGPT? Discover the latest #AIinnovations transforming financial services today! 🚀 #FinTech #AI #FinancialServices : https://t.co/fZ6fyQ0y8g

[VintageFinancialPartners @VintagePlanning]

Visited the Sphere a few weeks ago while in Vegas for the @iw_inst conference. Wish I had seen this first. https://t.co/m518aTfhfW via @YouTube

[VintageFinancialPartners @VintagePlanning]

Did you know? The very first reward in Bitcoin's history was a whopping 50 BTC! Over time, this reward has decreased with each halving event. From 25 BTC in 2012, to 12.5 BTC in 2016, then 6.25 BTC in 2020. And just NOW the reward halved again to 3.125 BTC. The journey of Bitcoin's rewards reflects its evolution and scarcity. #Bitcoin #Halving #CryptoHistory

[VintageFinancialPartners @VintagePlanning]

Wrapping up an unforgettable day at the @iw_inst Conference hosted at the Wynn in Las Vegas. We had the privilege of listening to Michael Sandel from Harvard's @JusticeHarvard delve into the complex world of Artificial Intelligence and ethics. A truly enlightening experience that has sparked countless conversations among us. #IWIConference #EthicsInAI #MichaelSandel #VegasConferences