Fifr

Do you know the true cost of AUM fees? Our latest Finding Financial Freedom newsletter is here and reveals the surprisingly huge impact AUM fees can have on your portfolio! ?????? At Fifr, we keep it simple with a flat monthly fee, so your advice never gets more expensive as your portfolio grows. Come check out the MASSIVE difference pricing can have on your portfolio. ?????? #fifr #financialfreedom #flatfee #AUMfees

Financial Wellness Meets Tax Expertise: Introducing Fifr’s New Tax Solutions! ?????? At Fifr, we believe that financial well-being and tax planning go hand in hand. That’s why we are thrilled to introduce our two new personal tax solutions right in time for the 2025 tax season!! Proactive Tax Services: - Personalized support from a dedicated licensed tax expert to proactively identify tax-saving strategies year-round - Strategies for Alternative Minimum Tax (AMT), startup equity, quarterly estimates, business entity tax implications, and more - Ideal for anyone facing advanced tax considerations and wanting proactive peace of mind on their taxes throughout the year A La Carte Filing: - One-time, tax return (federal + state) prepared by a licensed expert - Maximum refund guarantee to ensure you get every dollar you’re owed - 3 free months of Fifr Financial Wellness included! - Ideal for people who need an annual filing and want an opportunity to discover how our Fifr Financial Wellness services can optimize their financial future No matter which option you choose, you’ll have access to dedicated Fifr tax specialists who understand how taxes intersect with your long-term financial goal and work in sync with Fifr Financial Wellness Experts. ?????? Ready to minimize your tax bill and maximize your financial wellness? Learn more at https://www.fifr.io/taxes or schedule a free initial chat with a Fifr expert today: https://lnkd.in/ew3ZV_yi! #fifr #financialfreedom #taxes

?????? We’re thrilled to announce that Bryan Jinks has joined Fifr as our Tax Solutions Lead! Bryan holds both his undergrad degree and JD from The Ohio State University, and has spent his career empowering individuals with expert tax guidance, most recently as a Tax Senior at LegalZoom Tax. We have some exciting developments in the works—thanks to Bryan’s expertise—that will be ready in time for tax season! At Fifr, we believe expert financial advice and expert tax advice go hand in hand, and Bryan is already playing a pivotal role in delivering a holistic solution to our clients. Please join us in giving a warm welcome to Bryan as he embarks on this new journey at Fifr! And be sure to stay tuned for more updates on the innovative tax solutions we’re building and excited to share with you all! Welcome aboard, Bryan! #fifr #financialfreedom #proactivetaxes

??New Newsletter Alert!?? Finding Financial Freedom is back, and this edition is all about making smart tax moves before year-end. Whether it's contributing to retirement accounts, leveraging an HSA, or harvesting investment losses, there are plenty of ways to boost your tax efficiency and set yourself up for long-term success! Read the full newsletter below and learn how to finish the year strong! And don't forget about our year-end free trial offer at https://lnkd.in/ew3ZV_yi!

The year is winding down and time is running out to hit your financial goals for 2024! It’s a great time of year to reflect, plan, and take action to set yourself up for success in the new year ahead. Fifr is offering a free, no-obligation trial to give you unlimited access to our Financial Wellness Experts through the end of January. No gimmicks, no commitments—just personalized support to help you make the most of this critical time of year. From contributing to retirement accounts to tax-loss harvesting, there are key financial opportunities you can still take advantage of before year end. At Fifr, we’re here to help you navigate these decisions and find your path to financial freedom. ?? Schedule your initial free consultation today at fifr.io/get-started to see how we can support your goals. Don’t wait—this offer ends soon, and the new year will be here before you know it! #fifr #financialfreedom #personalfinance #financialwellness

Come check out the new Fifr.io! We’re thrilled to announce the launch of our newly redesigned Fifr.io! With a fresh layout and look, we’ve made it easier than ever to learn about Fifr’s financial wellness platform and always-available access to licensed Financial Wellness Experts. Explore our expanded selection of resources and content, including free financial tools, our newsletter Finding Financial Freedom, and comparisons to other personal finance services. At Fifr, we’re passionate about helping people find their path to financial freedom, which is why we’re currently offering a no-obligation, free trial for the rest of 2024 to new members. We believe the best way to understand the value of Fifr is to experience it firsthand. Visit https://lnkd.in/ew3ZV_yi?to schedule an initial consultation with a Financial Wellness Expert and claim your free trial. If you have questions about your finances, there is no better time to take the first step towards financial freedom. And this is just the beginning! ?? We have exciting updates on the way, with new product developments lined up to make Fifr even more impactful for our members. Stay tuned for what’s to come! Thank you for being part of our journey and welcome to Fifr.io, the financial wellness platform built for everyone. Disclaimer: Communications are for informational purposes only and do not constitute offers to buy or sell any securities or investment products; please consult a professional advisor for personalized financial advice.

We are pleased to welcome Thomas Walter to the Fifr team as our new Financial Wellness Expert!! Thomas brings a wealth of experience and a passion for empowering individuals on their financial journeys. His expertise in financial planning and commitment to education will be instrumental, as he will play a pivotal role in shaping the direction and strategy of our Financial Wellness Team. As a new face of Fifr for many of our members, Thomas is eager to bring his expertise directly to you. He is dedicated to ensuring that Fifr provides each of you with the best possible financial guidance. We look forward to the fresh insights and dynamic energy he will bring to our team! Please join us in welcoming Thomas to the Fifr family! #Fifr #financialfreedom #personalfinance #financialwellness

The financial planning flowchart that may work for just about everyone! Ever wish there was a straightforward formula to optimize your income and work towards your financial goals? Good news—there is! ?? From crafting a realistic budget to unlocking advanced strategies like the mega-backdoor Roth IRA, we've broken it all down for you in our latest installment of Finding Financial Freedom. Read the full newsletter below! ?? Want personalized financial advice? Whether you're saving for college, planning to buy a home, or curious about advanced tax-advantaged accounts, we're here to help. Book a free one-on-one session with a Fifr Financial Wellness Expert today! https://lnkd.in/eDHwgkDD #fifr #financialfreedom #personalfinance #findingfinancialfreedom

Did you know that Fifr offers no-obligation initial financial consultations with our Financial Wellness Experts? Whether you're a young professional, seasoned expert, or navigating financial planning for your family, Fifr is here to help you navigate the complex world of personal finance. ?? Book a free financial consultation and sign up by the end of the month to get your first month of Fifr free! We're that confident we can help achieve your goals. Click the link to schedule your session: https://lnkd.in/eDHwgkDD #FinancialWellness #PersonalFinance #Fifr #FinancialFreedom

?? One of the most common money mistakes? Holding too much cash. Keeping a large balance in your checking account feels safe, but it can cost you in the long run due to inflation and missed investment opportunities. Our latest Finding Financial Freedom newsletter breaks down why investing your excess cash could be a key to long-term financial growth. #fifr #financialfreedom #financialwellness #excesscash #personalfinance