Abacus Wealth Partners

What does it take to negotiate a fair prenup, and who actually needs one? Join us on this week’s episode of If Money Were Easy as Abacus co-CEO’s Mary Beth Storjohann, CFP? and Neela Hummel, CFP? chat with Terry Steen, founder and attorney at Steen Family Law. They delve into the importance of developing empathy, communication, and understanding during prenuptial discussions, as well as when and why you might consider entering into one yourself. Tune in to learn how these kinds of conversations can both strengthen your relationship and build a solid financial foundation! Find this episode wherever you get your podcasts or listen here: https://lnkd.in/eNBD-dp3 #RelationshipGoals #FinanceTips #IfMoneyWereEasy Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.This material is not intended to serve as personalized tax, legal, and/or investment advice.

Money mistakes happen, but it's what you learn from then on that counts. Check out Abacus Academy's free, six-part video workshop series 'Beginner Finance: From Anxiety to Confidence' today and learn about money mistakes before they happen. https://lnkd.in/eU7swuAS

As an investor, there are several different ways you can lend your voice to influencing a company’s behavior. On this episode of If Money Were Easy, Abacus’ Director of Impact Kate Barron-Alicante discusses shareholder engagement, why it’s important, and how investors can advocate for change. https://lnkd.in/gzvFdRu6

Believe in yourself.

A Flexible Spending Account is a specific account you can use to pay for certain out-of-pocket health expenses. The money to fund a FSA comes directly from your paycheck, before taxes, which reduces your taxable wages. You can expect to save around 20% to 25% in taxes on every dollar you put in.

Moving to a more expensive area requires careful financial planning and adjustments. Abacus financial advisor, Jacqueline Worstell, CFP? shares her experience and what to consider and tips for a successful transition. Read her insights here: https://lnkd.in/etb3W7Ce Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.

Are you in your 50s and feeling a little uncertain about your retirement planning goals? There are some fun things you can focus on now to help visualize your best life in your golden years. https://lnkd.in/eSSuzqHp

Work with a financial planner who has your best interest in mind. https://lnkd.in/eC6ASSK

What does it take to negotiate a fair prenup? Join us on If Money Were Easy as we chat with Terry Steen about developing empathy, communication, and understanding during prenuptial discussions. Learn how these conversations can strengthen your relationship and build a solid financial foundation. Listen wherever you get your podcasts or tune in here: https://lnkd.in/eewW5ZEp #RelationshipGoals #FinanceTips #PrenuptialAgreement

Why do we all behave so differently with money? Where does this behavior come from? On this episode of if Money Were Easy, Brent Kessel shares his journey in the search for answers, his development of 8 financial archetypes, and his devotion to helping others better understand their relationship with money. https://lnkd.in/eg4q9FKs