We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
So many people wait until tragedy strikes like a stroke or heart attack to START strategizing long-term care. By then, they'll likely get whatever bed is available in whatever facility. Strategizing ahead of time may allow you to get what you want, when you want it. Listen to this episode for tips!
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
In a 2024 National Institute of Retirement Security survey of working-age Americans, 79% agree that the nation faces a retirement savings crisis, up from 67% in 2020. And more than half of Americans (55%) are concerned about their financial security in retirement. Gen Z, the youngest adults in America, thinks they have a potential solution. Have you heard about the FIRE 🔥 movement? The FIRE philosophy (Financial Investment, Retire Early) urges workers to save up to 70% of their income for early retirement. According to a survey by Credit Karma, more than 50% of Generation Z say they are part of the FIRE movement. However, the problem is that 76% of Gen Z have no company-sponsored retirement plan, and nearly 60% lack a savings account. So, the data would suggest that the vast majority of people lack the tools needed to pursue the early retirement dream. When was the last time you assessed your retirement strategy? Let us know if you’d like to review your approach to see if you’re on track to pursue your retirement goals. #GenZ #FIREmovement #RetirementStrategy #FinancialLiteracy #InvestInYourFuture
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Amazon Prime Day is coming soon! What is Prime Day? Prime Day is Amazon’s exclusive deal event for Prime members. Some tips to make the most of it: ➡️ Visit the Prime Day Event page to create deal alerts for personalized suggestions. You can subscribe to receive alert notifications related to your recent Amazon searches and recently viewed items on the Amazon app. When Prime Day arrives, you can receive push notifications for available deals. ➡️ Get deal notifications from Alexa: Prime members can ask Alexa for deal notifications on products added to their Wish List, Cart, or Save for Later. Just ask, “Alexa, add [product name] to my cart,” and then tell Alexa to notify you about the deal when it’s live. ➡️ Set a reminder: Prime members can tell their Alexa devices, “Remind me when Prime Day starts,” to be alerted when the two-day deals event begins. Happy shopping! Hope these tips are helpful! #AmazonPrimeDay #PrimeDay2024 #BiggestSaleOfTheYear #OnlineShopping #AmazonDeals
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Are you visiting one of the top 20 destinations for this summer? Google recently unveiled the top 20 summer destinations based on insight from past flight booking data and search trends. A few places have fallen out of favor since last year, and there are some new additions. 1. London 2. Paris 3. Tokyo 4. Rome 5. New York 6. Cancun 7. Orlando 8. Las Vegas 9. Seattle 10. Athens 11. Los Angeles 12. Miami 13. Barcelona 14. Dublin 15. Fort Lauderdale 16. Honolulu 17. Denver 18. Madrid 19. Boston 20. San Juan According to Google, the biggest changes from 2023 are Cancun dropping from #2 to #6 and Tokyo rising from #8 to #3. Newcomers to the top destinations list include San Juan, Puerto Rico, and Madrid. Sorry, but Chicago and San Francisco didn't make the top 20 this year. If you’re traveling, before you go, it’s a good idea to consider contacting your bank and credit card companies to help manage payment issues. And if you're traveling internationally, you might want to keep printed pictures of your passport handy if it goes missing. Any surprises on this list? Where are you going this summer?
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
With the uptick in do-it-yourself (DIY) investing, more people than ever are trying their hand at managing a portfolio. This can be risky, and individual investors find themselves attempting to manage several potential missteps. Here are the 4 biggest missteps DIY investors often make: 1. Letting Their Ego Interfere: Ego can lead traders to overvalue their own ideas, abilities, and knowledge about the financial market. Ego can lead to poor decision-making, especially in pressure-filled situations. 2. Making Emotion-Based Decisions: Managing your emotions is one of the most challenging aspects of investing. DIY investors often look for a person to ask, “What do you think?” 3. Portfolio Concentration: DIY investors inadvertently find their portfolios concentrated in a few assets, which may not align with their goals, time horizon, and risk tolerance. 4. Failing to Use Portfolio Management Tools. Modern portfolio management tools can help guide the process of managing money. However, some DIY investors don't understand them or how to use them properly. DIY investing works for some, but it can be challenging, and individuals may find themselves in complicated situations and searching for answers. A financial professional may be able to offer a second opinion. #DIYInvesting #InvestingMistakes #FinancialStrategy
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Happy Independence Day! Hoping you and your family and friends have a wonderful long weekend! And while you’re celebrating, don’t forget to think about our freedom, what freedom means to us, and how we can work together to uphold those ideals in our own communities. Whether you're hosting a backyard barbecue, watching a parade, or simply enjoying the day with loved ones, remember the courage and determination of those who fought for our independence. Here’s to the land of the free and the home of the brave! 🎇 #IndependenceDay #4thOfJuly #Freedom #Unity #ProudToBeAmerican
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
Greetings! Our office will be closed Wednesday, July 3rd, 2024 at 1:00 pm and July 4th in observance of Independence Day. We will resume normal business hours on Friday, July 5th, 2024 at 9:00 am. Please note we cannot accept trades via email. Thank you & have a blessed day.
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
June 28th marks National Insurance Awareness Day. Here are a few tips to keep in mind: 1️⃣ Periodically review your life insurance. As your wealth grows, it may put more demands on your life insurance coverage. Does your policy adequately reflect your current net worth? Would it support your family's lifestyle in the event of the unexpected? Remember, several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments. 2️⃣ Check your umbrella liability insurance. These policies extend over your existing limits and coverage provided by other policies, such as your car and homeowner's insurance. Much like life insurance, the cost and availability of an umbrella policy will depend on a variety of factors. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments. 3️⃣ Don't overlook disability insurance. One of your greatest assets is your ability to earn an income. Disability insurance can replace a portion of your income if you become unable to work due to covered illness or injury. A financial professional may be able to help you compare different policies because not all policy types and product features are available in all states. Remember, any disability obligations are dependent on the ability of the issuing company to make claim payments. 4️⃣ Consider insuring your valuables. You may have unique valuables, from fine art to jewelry, that require specialized insurance coverage. #NationalInsuranceAwarenessDay #FinancialStrategy #Insurance #CoverageReview
We know ROI is important, but I believe ROL is essential. What does a successful Return on Life look like for you?
📱Ever read a text from someone and realized days later you forgot to reply? 💡 Just learned…. After you read it, swipe right on the text, and it will be marked again as unread, making it easier to remember to respond later. Some other "Did You Know" iPhone tips that might be helpful: ➡️ Most social media sites strip out metadata revealing when, where, and how a picture was taken, but not when you text it. So, to remove this when you text, hit "options" at the top of the image you are sharing and then click to turn the location off. ➡️ Go to the Health App and set up your Medical ID and Emergency Contacts so first responders can access critical medical and contact info from your phone even when it's locked. Were any of these new for you? Any other tips you have are welcome! 👇📱 #iPhoneTips #TechHacks #EmergencyPreparedness
