Innovative Wealth Building

'Tis the season where we tend to spend more than usual on food, travel, and gifts, and it can add up quickly. Here are a few simple ways to prepare for the holidays: - Creating a Holiday Budget and breaking it down by each person you plan to shop for keeps your organized. This approach helps you set clear spending goals. You can jot this down manually or use an app like "Christmas Budget Planner" to track your purchases, monitor your spending, and see how much remains for each person. It's an effective way to stay within your budget. - Using a monthly budgeting app like "Every Dollar" (free version) can help you organize your expected expenses, such as bills and groceries, and track your progress throughout the month (or you can use our IWB Budget Worksheet). - Set up a Holiday Savings Account for next year. By contributing to it monthly throughout the year, you can spread out the cost of holiday expenses, making it easier to manage. #holidays #blackfriday #christmasshopping #budget #tistheseason #hanukkah #kwanzaa #travel #christmas #santascoming

What to look for in the newsletter: - Possible election impact on your investments - Community events from the fall - Office news and office times for the upcoming holidays - Little Advisor Learning activity for the whole family - Last chance to sign up for our Wealth & Wellness Webinar TOMORROW! Check your email or access it here: ://https://lnkd.in/eqcwqcQK #Newsletter #finance #election #wealth #wellness #advisor #investments

Have you considered meeting with a financial advisor, but the timing wasn't right? We understand that life changes. If you're seeing this- maybe it's time... Check out our website to learn more about our company, our team, our services, and to make an appointment: https://hubs.la/Q02YjDW90 #financialadvisor #finances #life #lifeevents #retirement #future

Here's a sneak peak at what to expect from our upcoming webinar with two of our Founders, Kennah and Terry Parham: - Budgeting for Holiday Spending - Holiday Savings Strategy - Mindful Eating & Portion Control - Incorporating Physical Activity - Stress Management - Year End Financial Strategies PLUS New Year's Financial & Health Goals Sign up today: https://hubs.la/Q02X_K330 #finances #saving #health #wealth #holidays #webinar

Please take note. #veteransday #closed #veterans #holiday #pto #thankyou

Many people are wondering how this election will impact the economy and their overall finances. Here's a list of possibilities based on Donald Trump's campaign promises: - Tariffs on Imports- with the intention of bringing production back to the US, this may inflate prices on foreign and domestic goods- especially on things with little domestic competition like electronics and steel. Things like wine may not be impacted as much. - US Oil Drilling- with the intention of driving down inflation, Trump plans to use more US oil. Given gas companies do not attempt to increase profit margins (as they have this year), you may see lower gas prices at the tanks. - Tax Cuts- with the intention of bringing back his 2017 tax cuts for corporations, Trump added eliminating taxes on tips and social security benefits as main promises this campaign. This could reduce prices and/or increase profit margins depending on the reaction of large corporations. The hope would be for that money to trickle down to workers and stimulate spending. However, these cuts could also raise the national debt. - Social Security Protections- with the intention to keep seniors' benefits the same, Trump has vowed to do so and not raise the retirement age. Given this happens, benefits and costs for seniors could remain stable. The market responded to the election results yesterday. Take a look at your investments to see how they have been impacted if you haven't done so already. #election #electionresults #finances #economy #economicimpact #socialsecurity #taxes

Wishing everyone a safe and happy Election Day! #electionday #vote #election2024

Election have you stressing about your money? Hopefully our chart below can relieve some of that anxiety. No matter who wins tomorrow, historical trends have shown that the S&P 500 continues to grow no matter which party takes or retains office. Please no political comments. No bias here. We just share data. #economy #investing #election #stress

We want to wish everyone a safe and happy Halloween! #halloween #spooky #pumpkins

If you've been wondering how you're going to make ends meet financially and keep everyone healthy this holiday season, you aren't the only one. We know these are top priorities for you and your loved ones. Join us for our Wealth & Wellness Webinar coming up November 20th at 6pm EST. Sign up here: https://hubs.la/Q02WfNXn0 #wealth #wellness #health #money #moneymanagement #finances #holidays #christmas #stress #newyear #hanukkah #thanksgiving #kwanzaa #tistheseason