Elements Financial的动态

A lot of people ask me if they should focus on paying down debt or building their retirement fund. I can help you prioritize your financial goals and create a personal financial plan designed just for you and your goals. Reach out and schedule a complementary meeting with me today.

Why are more Americans turning to 401(k) loans as a financial lifeline??CNBC?examines the rising trend and what it reveals about today's economic pressures. Learn more!

What financial goals are you aiming for this year? Fidelity outlines actionable steps to help you achieve them: 1) Build an Emergency Fund: Secure your financial future by saving 3-6 months' worth of expenses. 2) Reduce Debt: Create a plan to pay down high-interest debt and free up more resources. 3) Invest for Growth: Prioritize long-term investing to build wealth over time. 4) Optimize Retirement Savings: Maximize contributions to your retirement accounts. 5) Enhance Financial Literacy: Stay informed and regularly review your financial plan. Read the full article here and take proactive steps towards your financial goals in 2024! #FinancialGoals #PersonalFinance #Investing #DebtReduction #EmergencyFund #FidelityCanada https://lnkd.in/gJjdV4Hu

Your 20s are a pivotal age. It’s a time to enjoy the greatest freedom you'll ever know until retirement. It’s also the ideal age to start investing because time is on your side and you can enjoy the magic of compound interest. There's a saying: “The more you risk, the more you can earn.” Set yourself up for success and shake the shackles of debt with this article by Oliver Zok in Entrepreneur: 8 Ways to Set Yourself Up For Financial Freedom in Your 20s. Much of this is relevant if you are older too. #Finances #Investment #Growth #Interest https://hubs.li/Q02bpJs60

Considering borrowing from your 401K in a financial crunch? Think twice before making a quick decision. It might seem like an easy fix now, but have you weighed the potential impact on your future financial stability? Before taking that step, explore the pros and cons of borrowing from your retirement fund. This quick read sheds light on the considerations you should keep in mind. Remember, it's always a wise decision to consult with your financial adviser before tapping into your 401K. Making informed decisions today can safeguard your financial well-being in the long term. #401K #RetirementPlanning #FinancialWellness #InvestmentAdviser #Investing #InvestmentAdvising #Success

Your 20s are a pivotal age. It’s a time to enjoy the greatest freedom you'll ever know until retirement. It’s also the ideal age to start investing because time is on your side and you can enjoy the magic of compound interest. There's a saying: “The more you risk, the more you can earn.” Set yourself up for success and shake the shackles of debt with this article by Oliver Zok in Entrepreneur: 8 Ways to Set Yourself Up For Financial Freedom in Your 20s. Much of this is relevant if you are older too. #Finances #Investment #Growth #Interest

Your 20s are a pivotal age. It’s a time to enjoy the greatest freedom you'll ever know until retirement. It’s also the ideal age to start investing because time is on your side and you can enjoy the magic of compound interest. There's a saying: “The more you risk, the more you can earn.” Set yourself up for success and shake the shackles of debt with this article by Oliver Zok in Entrepreneur: 8 Ways to Set Yourself Up For Financial Freedom in Your 20s. Much of this is relevant if you are older too. #Finances #Investment #Growth #Interest

Your 20s are a pivotal age. It’s a time to enjoy the greatest freedom you'll ever know until retirement. It’s also the ideal age to start investing because time is on your side and you can enjoy the magic of compound interest. There's a saying: “The more you risk, the more you can earn.” Set yourself up for success and shake the shackles of debt with this article by Oliver Zok in Entrepreneur: 8 Ways to Set Yourself Up For Financial Freedom in Your 20s. Much of this is relevant if you are older too. #Finances #Investment #Growth #Interest

Dreaming of a stress-free retirement and a solid financial start for your kids? ?? Here's a success story to inspire you! Our clients, in their late 40's, had a home, an investment property, and a desire for a better financial future. ?????? The investment property, once their home, had little debt, but their dream home carried the weight. With $200,000 in an offset account and standard superannuation, they needed a change. We sold the investment property, cleared their home loan debt, and used equity for a new, tax-smart investment property. ???? Plus, we boosted their superannuation with $50,000 each from their offset account, maximizing past unused contributions. But we didn't stop there! We also set up a $100,000 savings plan for their children, paving the way for them to own their first home. ???? Whether you're planning for retirement or your children's future, it's never too late to start. Let's make your financial dreams a reality! ?? #financialfreedom #investments #acquirawealth #growth #wealthmanagement