I’m so excited to announce that I’m launching my Financial Services Newsletter! Together, we’ll be exploring everything from insurance to the stock market, as well as subjects like budgeting tips, writing a will, and the financial changes that come with marriage. Learn more about this opportunity and add your name to my mailing list at https://lnkd.in/gnrEgy4h
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Small tips like these can make a big impact over a lifetime!
Did you recently get engaged or married???Merging your finances can be complex, but Kimberly Reynolds, M.S., CFP? shares a few tips that can help guide you through these important financial conversations.
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Finances don’t have to be complicated. Here are 3 easy steps to help you fall in love with your finances this Valentine’s Day. ?? Make a list: Write down what your perfect financial standpoint is like. ?? Spend some quality time together: Go through your bank account and get to know your spending habits. ?? Get in touch with a financial matchmaker: Now that you know what you want, and what you bring to the table, get in touch with a financial ‘matchmaker’ for expert advice and personalised financial coaching tailored to getting you the perfect finances. Book your consultation today: https://asi.co.za/wealth/
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Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/3WuG8Y7
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Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/4ciBliO
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Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/3NAhnpl
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Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/3KOvPIY
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Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/45GT1m8
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Educating yourself on finances is a valuable step toward achieving financial stability and making informed decisions. Remember that everyone’s financial situation is unique. Partner up with a skilled financial planner who’ll guide you toward financial success! Have questions? I’m here to help! Ask away. Rhonda Osmond-Gejdos, Certified Financial Planner Professional & Chartered Financial Divorce Specialist 780-228-9605 [email protected] #InvestSmart #FinancialPlanning
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Planning for the future requires open conversations within the family about finances. It is crucial to create a comfortable and understanding environment where everyone can express their thoughts and opinions. When discussing sensitive topics like inheritance or financial planning, choosing the right moment is key. If these discussions arise during family gatherings, acknowledge the topic and suggest revisiting it when everyone is in a more conducive setting. Remember, having calm, empathetic conversations ensures everyone's voice is heard and leads to better family financial planning. #FamilyTalks #FinancialPlanning #OpenConversations #FuturePlanning
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