2nd Story Wealth Planners

Updating your estate plan? It’s worth a periodic check! An estate plan is about more than documents—it’s about making sure your legacy is protected and your wishes are honored. From updating beneficiaries to adjusting for major life changes, regularly reviewing your estate plan is an essential part of sound financial planning. Let’s make sure your estate plan grows *with* you, securing your peace of mind and protecting what matters most. ?? Lets chat about it in the comments. How often do you update your estate plan? #EstatePlanning #FinancialFuture #LegacyPlanning #WealthProtection #2ndstorywealth

Rethink Your Holiday Spending: Costs Are Rising This Season! Travel, gifts, and holiday events may come with a higher price tag this year. The good news? With a bit of planning, you can enjoy the season *without* the financial headache. Consider these tips: ?? Set a budget and stick to it ?? Prioritize meaningful experiences over extravagant purchases ?? Book travel in advance or look into local alternatives to avoid peak rates Let’s navigate holiday spending wisely and keep your financial goals on track into the new year. Cheers to a joyful (and financially healthy) season! ?? #HolidaySpending #FinancialWellness #SmartMoney #Budgeting #nicolecarson #2ndstorywealth

Rethink Your Holiday Spending: Costs Are Rising This Season! Travel, gifts, and holiday events may come with a higher price tag this year. The good news? With a bit of planning, you can enjoy the season *without* the financial headache. Consider these tips: ?? Set a budget and stick to it ?? Prioritize meaningful experiences over extravagant purchases ?? Book travel in advance or look into local alternatives to avoid peak rates Let’s navigate holiday spending wisely and keep your financial goals on track into the new year. Cheers to a joyful (and financially healthy) season! ?? #HolidaySpending #FinancialWellness #SmartMoney #Budgeting #nicolecarson #2ndstorywealth

It’s Open Enrollment Season! As open enrollment rolls around, take this opportunity to review all your benefits—health insurance, retirement options, wellness perks, and more! The plans we choose can impact not just our health but our financial wellness too. This annual review is your chance to make sure you’re getting the most out of your benefits. Don’t leave any opportunity on the table! #OpenEnrollment #BenefitsCheck #FinancialHealth #EmployerPerks #2ndstorywealth #nicolecarson #healthinsurance

Don’t do it alone—partner with a financial professional! For a lot of us, managing money has been a solo mission. But let’s be real: we don’t have to carry the weight on our own! A trusted financial advisor is like having a roadmap and a travel buddy who knows the way. From retirement to investment goals, having a professional on your team means *more clarity, less stress.* Plus, you’ll be making financial decisions backed by expertise, not guesswork. Ready to take your financial game to the next level? Don’t go it alone—take that step towards your goals with the support you deserve. #WomenInFinance #FinancialPlanning #GenXAndMillennials #EmpowerYourMoney

Did you know half of Americans risk a financial shortfall in retirement? ~ (Morningstar) Ouch. Many of us are working hard today but not necessarily planning ahead, especially for retirement. What’s the result? A future that’s a bit less “golden” than we’d hoped. Planning now doesn’t just mean securing funds; it’s about creating the life we *want* to live in those years. Let’s talk about ways to set up a future that’s financially secure *and* fulfilling. #RetirementGoals #WomenAndFinance #FinancialPlanning #FutureYou #2ndstorywealth

Don’t Let Your Finances Haunt You! ???Halloween isn’t just about spooky costumes and candy—it’s also a reminder not to let your finances turn into a horror story! Are debt and bad spending habits creeping up on you? Or maybe your budget’s looking like a ghost—there, but not really?*there*? It’s time to face those financial fears head-on! Don’t be scared to take control. Whether it’s creating a budget, paying down debt, or planning for the future, a little financial moves can turn your money nightmares into sweet dreams. Need help casting a spell on your finances lol?? Let’s chat and make a plan?that’s more treat than trick! ?? #HalloweenAndFinance #NoMoreMoneyMonsters #FinancialPlanning #2ndstorywealth

The end of the year is almost here—have you made your IRA contributions yet? Whether you’re working with a traditional or Roth IRA, now’s the perfect time to max out those contributions. It’s a smart move that could give your savings a nice boost before the year wraps up. Don’t miss out—what’s your plan to finish strong? Let’s talk about it! ???? #YearEndPlanning #IRAContributions #FinishStrong #2ndstorywealth

Give Back and Save! Thinking about giving back this season? Charitable donations don’t just help those in need—they can also help you come tax time! If you itemize your deductions, those donations could lower your taxable income. It’s a win-win! But before you start writing checks, let’s make sure your giving strategy aligns with your financial goals. Ready to make the most of your generosity? Schedule an appointment today?and let’s plan your charitable giving for maximum impact—both for you and your favorite causes. Link in bio???#2ndstorywealth #CharitableGiving #TaxDeductions #GiveBack

Credit Score Check: What Would You Do? ?? Scenario Time You’re planning a big year-end financial move—maybe buying a car, applying for a loan, or even getting a new credit card. Before you do, you decide to check your credit report. You spot a small error that could bring your score down. What’s your next move? Do you: A) Dispute the error ASAP to get it corrected? B) Look for other ways to boost your score before the year ends? C) Both—handle the error and work on improving your score? Comment below with your choice and why! Let’s help each other make smart money moves. ?? #CreditScoreCheck #SmartMoney #FinancialGoals #2ndstorywealth #WomenInBusiness