Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀 

🎙️ Listen in and learn why...

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💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️ 

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The stock market is off to a TREMENDOUS start in 2024... 

BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑

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OWE TAXES? 🏦
See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.

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Want to LIMIT TAXES while INVESTING 💸 for the future?

Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 

#PlanInvestLiveWell #taxsavvy 
#taxplanning #investing

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This #WomensHistoryMonth, get financial advice for women, from women. 💪

Kate Pitts, Holly Wanegar, CFP®, and Leisl Langevin, CFP®, CDFA® share their insights on how women can build confidence and empower their financial freedom. 💥

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💥 The S&P and Dow Jones hit new highs in late January.

What does that mean for you and your money? Find out in this quick update from Leisl L. Langevin, CFP® CDFA®. 🎙️ 

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PREPARATION is key to seamless tax planning. 📝

Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time. 

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Tired of winter's icy chill and craving warmth? 🏖️

🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age. 

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Learn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund.   

✨ Featuring Laurence Hale, AAMS®, CRPS®

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💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th... 

Will these trends continue? Find out more in this quick market update from Michael Baum, CFP®, RICP®. ➡️

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Looking for a COMPETITIVE ADVANTAGE for your business?

Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖

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Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year.

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🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®.  

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The S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%.  Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market update from Leisl L. Langevin, CFP®, CDFA®.

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⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning.

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🌟 The S&P 500 is up 13.5% this year through November 3, which is almost twice the index’s long-term average. Surprised? 🤯

💡Michael Baum, CFP®, RICP®  explains how the market's resilience offers reasons to be grateful this holiday season.

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🎙️"The Dow Jones Industrial Average closed at its HIGHEST level since January of 2022...."
 
💥 Michael Baum, CFP®, RICP® breaks down the latest news from the financial markets and how that may impact your finances during this busy holiday season. 

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💥 High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know featuring Michael Baum, CFP®, RICP®.  👉

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Spend less and save more this holiday season with these top coupon and online shopping discount apps recommended by  Leisl L. Langevin, CFP® CDFA® .

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💥 The end of the year is still an excellent time to get ahead and manage your personal finances. 💥

👉 Here are some things you might want to consider before closing out 2023 presented by Jim Zahansky, AWMA®. 

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🎙️"The markets are definitely digesting the fact that the Fed DID NOT raise rates, and some performance figures are actually a little bit higher....." 

🎯 Find out what's happening in the financial markets from Laurence Hale, AAMS®, CRPS® and how that may impact your finances. ➡️ 

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This year interest rates have risen to levels that haven’t been seen in more than 15 years. 😱

 ⚖️ Weigh the pros and cons of rising interest rates and how they impact your financial strategy presented by Laurence Hale, AAMS®, CRPS® . 

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What if we told you building wealth isn't really about money? 🤔

💥 Discover the most critical component for securing your financial future with some insight provided by Jim Zahansky, AWMA®. 

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💥 Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible? 💥

Here’s what you should know to take advantage of this potentially valuable opportunity presented by  Laurence Hale, AAMS®, CRPS® on the latest #YouandYourMoney podcast.

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