Conway Wealth

?? Looking for a Financial Advisor? STOP and Ask These 5 Questions First! ?? Choosing the wrong advisor could cost you BIG time – literally. ?? Before making a decision, ask these 5 must-know questions to ensure you're working with someone who truly has your best interests at heart. ?? What you’ll learn: ? How to spot a qualified advisor ?? ? The truth about hidden fees ?? ? Why independence matters for YOUR finances Learn more: https://lnkd.in/gfE5k3sB ?? Ready to take control of your financial future? Work with a trusted advisor who puts your needs first! Visit our website to find the right fit for you. ???? ?? www.conwaywealth.com #FinancialAdvisor #MoneyMatters #WealthPlanning #FinancialFreedom #SmartInvesting

Market Insights: January Economic Review Here’s what shaped the markets last month: ?? Q4 U.S. GDP slowed to 2.3%, but consumer strength kept growth solid. ?? Stocks rallied in January despite job report surprises & AI leadership shifts. ?? Global equities outperformed, with developed markets (+5.3%) leading the way. ?? Fed held rates steady at 4.25%-4.5% as inflation progress stalled. ?? Consumer confidence dipped on fears of prolonged high rates & rising inflation. ?? Bond yields fluctuated, with 10-year Treasury hitting 4.79%, then settling at 4.58%. ?? Tariff tensions rose, with U.S. & China imposing new trade measures. ?? Investor Takeaway: Uncertainty = volatility. Stay diversified & aligned with long-term goals! For a deeper dive, check out our full report here: https://lnkd.in/euisQXhm #MarketUpdate #Investing #StockMarket #Economy

Moving a loved one from their home of 20+ years is a huge decision – one that brings emotional and financial stress. ?? Sam van Kalkeren, MSN, RN, CMC, CADDCT, CDP shared that transfer stress, or trauma, is real, and it's important to carefully assess whether relocation is the best option. For those needing more than 40 hours of care, a supportive environment may be the financially smarter choice. However, if staying home is viable, the right support services can make all the difference. ???? When managing family health and financial decisions, having a plan in place is key. Let’s ensure your loved ones get the care they need without compromising their well-being. Visit us at www.conwaywealth.com #AgingCare #FinancialPlanning #HomeCare #WealthManagement #RetirementPlanning

When it comes to supporting loved ones with dementia or Alzheimer’s, the instinct to take charge is natural – but it’s not always the best approach. Sam van Kalkeren, MSN, RN, CMC, CADDCT, CDP shared in our latest episode of the Aligning Life and Wealth interview series that the voices of older adults deserve to be heard in these conversations. Their preferences, their desires and their autonomy matter. True support means listening, involving them in decisions and honoring their choices. Full episode’s now streaming, click here: https://lnkd.in/etarC2c7 #PrivateCare #HealthCare #DignityYears #IntentClinical #ConwayWealth

As we age, health and safety become top priorities – especially when cognitive concerns arise. ???? If you’re noticing signs of cognitive impairment or dementia in a family member, it’s crucial to act fast. Waiting months for a primary care physician's evaluation can delay critical care. Intent Clinical’s team of neuropsychologists, nurses and social workers can help by performing in-home cognitive assessments and recommending necessary modifications to ensure safety at home. ?? Protect your loved ones and make informed decisions for their well-being. Listen to full episode here: https://lnkd.in/etarC2c7 #AgingCare #CognitiveHealth #FamilyWellness #HomeSafety #WealthManagement

Caring for aging loved ones or planning for your own future? Here’s how to ensure dignity, support, and the best quality of care for those who matter most. ?? Learn from experienced care professionals to ensure your loved one receives the highest standard of care. ?? Use technology to make life easier – scheduling tools and health monitoring devices can simplify daily routines. ?? Keep a record of essential information, from care plans to emergency contacts, for peace of mind in any situation. ?? Stay connected with your family – clear communication and involvement make a huge difference in care decisions. Whether you’re helping a parent, spouse, or planning for yourself, taking these steps can ensure a smoother, more compassionate journey. Prioritizing care doesn’t just enhance the present – it secures a safer and more supported future. Swipe for actionable tips! ?? #AgingGracefully #FamilyCare #AssistiveCare #RetirementPlanning #DignityInAging

Are you or someone you know navigating the challenges of caring for an aging parent or loved one? ?? From managing cognitive decline to choosing between home safety and assisted living, this episode of Aligning Life and Wealth Interview Series is packed with must-know tips and insights. Michael Conway sits down with Sam van Kalkeren, MSN, RN, CMC, CADDCT, CDP of Intent Clinical to dive into: ? Recognizing early signs of cognitive decline and taking proactive steps. ? Addressing the misconceptions about aging and tackling ageism head-on. ? How self-care for caregivers is essential to providing the best care possible. Premieres at: https://lnkd.in/etarC2c7 ?? Key Takeaway: Compassionate, informed caregiving isn’t just about managing health – it’s about preserving dignity, safety and quality of life for everyone involved. #ElderCare #CaregivingTips #AlignLifeAndWealth #AgeingWithDignity #PodcastEpisode #IntentClinical

"It's always important to take time away from work and the transactional moments of our lives to focus on what matters most." - Michael W. Conway, CFP? ChFC?, President and CEO of Conway Wealth

Losing a loved one is hard enough – handling post-death administrative tasks shouldn’t add more stress. But it often does. From managing financial accounts to avoiding the “domino effect” decisions that create bigger problems, there’s a lot to navigate. Sarah Grifferty, inspired by her own personal experience, created Loose Ends to help families find clarity during emotional times. ?? Key takeaways? ?Take your time; nothing is as urgent as it feels. ?Be mindful of overlooked details like credit bureau notifications to prevent ?future headaches. ?Always get the full picture before making changes. It’s not just about paperwork – it’s about finding the balance between emotional and administrative support. ?? Want to avoid costly mistakes and streamline estate tasks? Swipe through for insights you need to know ?? #EstatePlanning #GriefSupport #WealthManagement #FinancialWellness #LifeTransitions

In times of loss, the urge to take quick action can feel overwhelming. Whether it’s canceling a card, handling paperwork or checking a box, that need for control is natural – but rushing could lead to costly mistakes. Take a breath. ??? Most decisions aren’t as urgent as they feel, and a little time can make all the difference in making wise, informed choices. Aligning your life, finances and wealth balance during such an emotional time requires patience and clarity. Slow down, make decisions intentionally and protect your family’s financial well-being. ?? Visit us at: www.conwaywealth.com #FinancialPlanning #WealthManagement #RetirementBalance #LifeAfterLoss #SmartDecisions