Flatwater Wealth

Honoring International Women’s Day! ? Today, we celebrate the incredible achievements and lasting impact of women around the world. At Flatwater Wealth, we recognize the vital role women play in driving businesses, economies, and communities forward. A special thank you to the amazing women in our office for their dedication and contributions! #internationalwomensday #empowermentt #flatwaterwealth #FinanceForAll

At Flatwater Wealth, we believe that true financial success is inclusive of, but goes beyond just investment advice. We’re dedicated to providing holistic planning that addresses all aspects of your financial life. Our goal is to accompany you every step of the way, helping you navigate your unique path of financial decisions. From tax planning to retirement income strategies, budget management, and debt planning, we offer tailored solutions designed specifically for your financial future. Whether you’re planning for retirement, managing taxes, or looking to take control of your budget and debt, we’re here to guide you through it all. #flatwaterwealth #financialadvisor #financialplanning #financialfreedom #financialliteracy

Help us celebrate Dan Carlson’s one-year anniversary with the team! ?? As a Client Services Associate, Dan plays a vital role in supporting our clients, ensuring seamless service and exceptional care. We’re so grateful for his dedication and hard work—thank you, Dan, for an incredible first year! ?? #FlatwaterWealth #WorkAnniversary #OneYearMilestone #WorkFamily #FlatwaterTeam

Tax season looming? ?? Don't panic! It's not just about filing your return—it's about planning ahead. A solid tax plan is crucial for: Saving Money: Lowering your tax bill means more money in your pocket! Reaching Goals Faster: Less taxes = more to invest and save. Peace of Mind: Knowing you're maximizing deductions reduces stress. Avoiding Penalties: Proper planning helps ensure compliance. Financial advisors can help you navigate the complex tax code and create a personalized strategy. We'll identify deductions and credits you might be missing, optimize your investments, and coordinate with your tax preparer. Don't wait until April! Let us help you take control of your taxes. Contact us for a free consultation! #taxplanning #financialadvisor #taxes #moneysaving #financialliteracy #taxseason #FlatwaterWealth

Help us celebrate Allie Good's seven-year anniversary with the team! ?? Allie plays a vital role in supporting our clients, handling everything from opening new accounts to updating information. We’re so grateful for her dedication and expertise—thank you, Allie, for seven amazing years! ?? #FlatwaterWealth #WorkAnniversary #OneYearMilestone #WorkFamily #FlatwaterTeam

Yesterday I was notified that my personal information was part of a large-scale data breach. I thought this would be a great time to explain how you can protect yourself with a credit freeze ????????. It is now easier than ever to protect your information when the next inevitable data breach occurs. What is a Credit Freeze? A credit freeze blocks access to your credit report by the major credit bureaus (Experian, TransUnion, and Equifax). This prevents lenders and other companies from reviewing your credit history, making it nearly impossible for them to open new accounts in your name without your explicit permission. Why is it Important? Stops Fraud in its Tracks: A credit freeze is a powerful deterrent against identity thieves. Protects Your Credit Score: It doesn't negatively impact your credit score. Easy to Manage: You can easily lift the freeze temporarily when you need to apply for credit (e.g., a mortgage, car loan, or credit card). How to Freeze Your Credit - Contact the Credit Bureaus: You can freeze your credit online, by phone, or by mail with each of the three major credit bureaus. Accessing each website was the quickest and easiest for me! Gather Necessary Information: You'll need to provide personal information for verification, such as your Social Security number, date of birth, and address. Create a PIN: Each bureau will provide you with a unique PIN to quickly and easily lift the freeze when needed. Freezing your credit is a proactive step towards protecting your financial well-being. Take a few minutes to secure your credit and enjoy peace of mind knowing your information is safe. #creditfreeze #identitytheft #financialsecurity #dataprivacy #cybersecurity Disclaimer: This information is for general knowledge and educational purposes only and does not constitute financial advice. https://lnkd.in/gZG6BKmU

Happy 1-Year Work Anniversary, Abby! ?? Abby’s creativity and hard work have made a big impact on our team. Thank you for everything you do—we appreciate you! ???? #WorkAnniversary #FlatwaterTeam #OneYearStrong #FlatwaterWealth #TeamFlatwater

New blog post!?? Start 2025 on the right financial foot with our latest blog post: "Build Better Financial Habits This Year: A Guide to Pursuing Your Goals in 2025." Discover practical tips to automate savings, track progress, and cut unnecessary spending—plus how a solid plan can set the foundation for your success. Check it out now on our website! ?? https://lnkd.in/gt5GC8es #FlatwaterWealth #FinancialHabits #NewYearGoals #MoneyManagement #FinancialWellbeing #FinancialFreedom #WealthPlanning #SmartMoneyMoves #GoalSetting #PersonalFinanceTips #FinancialSuccess #BudgetingGoals #InvestSmart #MoneyMatters #2025Goals #FinancialHealth

As we step into 2025 with excitement for new opportunities, we’re taking a moment to reflect on the highlights and milestones we achieved in 2024. Here's what made this year truly memorable: ?? Staff Development A big congratulations to Deb on her promotion to Client Services Specialist! She is now a licensed financial assistant, bringing even more expertise to our team. Trinity achieved an incredible milestone, passing her exams to become a licensed Wealth Advisor. We're so proud of her dedication! ?? Office Growth We welcomed two fantastic additions to our team this year: Dan joined as a Client Services Associate, and Abby came on board as our new Marketing Associate. ?? Client Appreciation We loved connecting with our clients through special events! From a day at the Pumpkin Patch to witnessing the breathtaking Sandhill Crane migration, to sharing tickets to Fonner Park Racing and the Nebraska State Fair, we cherished every moment. Thank you for being a part of our journey. Here’s to an even brighter 2025!? #yearinreview #flatwaterwealth #happynewyear2025 #CelebratingSuccessTogether #CelebratingSuccess #2025goals #2025goalsetting #lookingback2024 #lookingback

??? Merry Christmas from all of us at Flatwater Wealth! ??? We’re grateful for your trust and support this year. Wishing you a holiday season filled with joy, love, and laughter. Here’s to a wonderful Christmas and a bright New Year ahead! ?? #MerryChristmas #HappyHolidays #FlatwaterWealth #HappyNewYear2025