GRANTvest Financial Group

I recently shared my thoughts with Tim Maxwell and Matt Richardson of CBS MoneyWatch for their article, “How to pay off credit card debt in a year (or less)”. ? ?? My insight and guidance revolved around the importance of having a disciplined approach and thinking outside the box.?Often, asking to speak with a department manager and explaining your circumstances can yield dividends. ?? You may visit our website to learn more about us or schedule a complimentary intro meeting, GRANTvest Financial Group. Gregory Guenther Joseph Cammayo Leo Wong Chuck Drawbaugh GRANTvest Financial Group #financialplanning #retirementplanning #wealthmanagement #fiduciary Original CBS News Article: https://lnkd.in/eSYZarwt

GRANTvest Financial Group – NEWS ALERT ? ? We have some very exciting news to share at GRANTvest Financial Group today ? ? ?? GRANTvest Financial Group has been selected as an Excellence Awardee for RIA Team of the Year (Under 10 Advisors) by InvestmentNews for the 2024 Excellence Awards.?Gregory Guenther Joseph Cammayo Leo Wong Chuck Drawbaugh @Anthony Caputo ? ?? I am also honored to announce that I have been selected as an Excellence Awardee for Financial Advisor of the Year (Regional – Northeast). Gregory Guenther ? ?? This is an extremely exciting moment for the GRANTvest Financial Group team and those we serve.?We are incredibly happy to share this award with our families, our clients, and support staff, without whom this recognition wouldn’t be possible. Please join me in congratulating our team on this well-deserved award. #GRANTvest #FinancialPlanning #RetirementPlanning ? https://lnkd.in/dTJWsaXf

According to a recent survey of Americans: · 74% say they have an overspending problem · 55% admit to spending recklessly · 45% have cried over their spending habits (Based on a survey of 1,099 American adults by Clever Real Estate.) I'm honored to have been quoted in this ThinkAdvisor article! Thank you Dinah Wisenberg Brin for the opportunity to contribute the following: “I’ve found it helpful to follow this short list to address harmful spending habits, ?+Budget Creation: Establish a detailed budget that outlines income, expenses, savings, and spending goals. +Pause Before Spending: Reflect on whether a purchase is necessary or a want. +Limit Access to Money: Freeze credit cards or keep them less accessible. +Use Shopping Lists: Stick to a list when shopping to avoid impulsive buys. +Set Spending Limits: Assign limits for each category. +Anticipate Regret: Imagine future consequences before spending. +Focus on Goals: Prioritize long-term financial aspirations and pair them with short-term goal setting.? This can be made into a fun activity for individuals or partners.” ? https://lnkd.in/dwawbkcx ------------ I'm Gregory Guenther, a financial planner who enjoys helping people improve their financial lives. GRANTvest Financial Group + Follow for more personal finance content! ?? + DM me ?? or visit my website to book a complimentary meeting. ------------ *** This post is general education - not financial, tax, or legal advice. ***