SoFi的动态

This made me laugh. Probably harder than I can justify... ??♀? Maybe because it's early in the morning. ??♀? Maybe it's the aftereffects of our retirement planning meeting yesterday.? ??♀? Maybe it's because of the recent realization of just how much college is going to cost when it's time for my kids to go. Regardless, I’m incredibly grateful to work for a company that provides me with the tools to prepare for the future. For those of you in leadership roles, are you managing your company’s 401(k) plan? Insperity can take this off your plate—we’ll sign the 5500 form, assume responsibilities, offer your employees an exceptional investment lineup, handle deductions, and complete discrimination testing. Plus, Insperity's 401(k) plan comes with fees that are 40-70% lower than the industry average, according to the 401k Averages Book. If you’re looking to optimize your retirement plan and reduce costs, it might be worth a closer look. #insperity #peo #hrthatmakesadifference #HOWyouHRmatters #dallas #dfw

March Madness has always been a lot of fun for me, pursing different degrees at schools formerly members of the Big East (who could forget the x6 overtimes Big East Tournament Quarterfinal where Syracuse defeated UConn!), the entire school was energized from start to finish. It was an incredible unification time, even for those who didn't traditionally identify as sports fans. While March Madness might look a little different for me with tax season, this season has been particularly interesting with NIL money commentary. Athletes know that one of the foundational elements of a winning gameplan is a comprehensive playbook. That is why I am pleased to share Rockefeller's new "Financial Education Playbook for Athletes," breaking down how athletes - both young and experienced - can achieve long-term, sustainable financial success. To access this article, click below, and please reach out to me if you wish to explore your financial future further. #FinancialEducation #FinancialLiteracy #FinancialLiteracyMonth #familyoffice #holisticplanning #taxplanning #taxpreparation #investmentmanagement

?? Meet Captain Jeremy Torgersen: Guiding Educators Towards Financial Freedom ?? In the vast sea of life, sometimes we're fortunate to find a mentor who becomes our guiding star. For me, that beacon of wisdom and support is none other than Captain Jeremy Torgersen, the CEO of nVest Advisors. When I steered embarked on my journey, I was a novice, adrift in uncertainty. But Captain Torgersen took me under his wing with a calm demeanor and unwavering support. He saw potential in me when I couldn't see it myself. That's why I affectionately call him "Captain" – for his leadership and guidance that steer me through the stormy seas of professional growth. Under Captain Torgersen's mentorship, I flourished. He patiently nurtured my skills and provided countless opportunities, even when I stumbled and faltered. His belief in me never wavered, and it's that faith that propelled me forward. Today, I stand as a testament to Captain Torgersen's mentorship. As a professional marketer and Team Lead at nVest Advisors, I am honored to continue his legacy of empowering others. But our journey doesn't end here. Inspired by Captain Torgersen's vision, we're setting sail on a new mission: to empower educators toward financial freedom. Teaching is a noble profession, yet many educators face uncertainty regarding retirement planning. That's why nVest Advisors is launching a special initiative tailored to the unique needs of teachers nearing retirement. Join us on this voyage towards financial security. Let's ensure our dedicated educators can retire with dignity and peace of mind. Together, let's chart a course toward a brighter future. ? Learn More: https://nvestadvisors.com/ #FinancialFreedom #TeacherRetirement #Empowerment #Mentorship #ProfessionalGrowth #nVestAdvisors #Education #RetirementPlanning #TeamLead #CaptainJeremyTorgersen

????????????????? ????????????: ???????? ?????? ??????'?? ?????????????????????????? ???????????? ???????????? ?????? ????????????? The worlds of sports and finance collide as?SoFi?officially steps onto the court as the Official Banking Partner of the?National Basketball Association (NBA)! ?? This groundbreaking partnership spans across the NBA, including the?NBA G League?, NBA 2K League, and?USA Basketball, marking a strategic move that merges the excitement of basketball with the intelligence of financial planning. ?? But wait, there's more! ?? SoFi and the NBA are kicking off this alliance with a slam dunk initiative: the SoFi Generational Wealth Fund. With a generous $1 million donation from SoFi and the support of NBA All-Star Jayson Tatum, this fund aims to drive financial education and empower families to build enduring wealth for generations to come. ?? And that's not all! ?? SoFi is also set to take center stage as the official sponsor of the SoFi NBA Play-In Tournament, happening from April 16-19. Get ready to see the co-branded logo shining bright during games, across social media, and in arenas worldwide, showcasing the synergy between these two powerhouse brands. ?? But beyond the buzz and excitement, this partnership signifies a shared commitment between SoFi and the NBA to enhance financial literacy and make a positive impact in communities worldwide. As?Kerry Tatlock, Executive Vice President of Global Marketing Partnerships and Media, aptly puts it, it's about delivering shared values to fans in impactful ways. ?? At the forefront of digital financial services, SoFi is on a mission to help individuals achieve financial independence, and this partnership is a significant step towards making financial tools and education more accessible to a wider audience. ?? The synergy between SoFi and the NBA exemplifies the profound impact partnerships can have. By combining forces, they're not just changing the game but also empowering communities and fans to shape a more financially secure future. ???? ________________________________ ?? Follow me for more content on innovation in sports and entertainment industry #SoFi?#NBA?#SportsBiz?#Innovation?#Finance?#Partnership?#GameChanger?#sports?#sportsinnovation #basketball

Mastering the College Planning Maze: Secure the Perfect Match & Maximize Aid! Dive into the intricate world of college planning where each decision is a pivotal move in a grand strategy. This video unpacks the complex interplay of securing your child's college admission, tapping into elusive financial aid, and ensuring your retirement funds remain intact. With expert insights and actionable tips, we guide you through simulating various scenarios to unveil the most effective strategies. Join us in aligning the Rubik's Cube of college planning for a triumphant future. #LampertEducationalResources #AffordCollege #CollegePlanning #FinancialAidStrategies

Our whole lives we are taught to save for our retirement, but usually that’s as far as the advice goes. At Quiet Legacy, we believe that saving for retirement is only part of the equation. https://buff.ly/3YKhqCG #FinanacialPlanning #ValuesPlanning #LegacyPlanning

Here is a letter written by Yale’s new endowment CIO back in October 2023. ? Former CIO David Swensen mentored the new Yale CIO plus 15 others now overseeing prominent endowments and foundations ? From 1985 until his passing in 2021, Swensen and team grew the $1 billion endowment to over $40 billion earning a 13.7% annual return ? The 10-year return of 10.9% at the end of FY 2023, which is 3.0% above the mean endowment return, added an incremental $600m per year in perpetuity ? The endowment will stick to investing meaningfully in illiquid assets, such as PE and VC funds ? The endowment seeks to partner with the next generation of talented investors, whether or not they have a track record

?? Building a College Fund: Smart Moves for Your Child's Bright Tomorrow! ???? Hello #parents! Today, let's dive into the exciting world of building a college fund – because every child deserves the opportunity to reach for the stars! ?? Parenthood is a journey filled with love, joy, and endless dreams for your little ones. As they grow, so do their aspirations, and planning for their education is a significant step towards turning those dreams into reality. Picture this: sending your child off to college without financial stress, knowing their future is secure. Sounds incredible, doesn't it? ?? So, how do we make this vision a reality? Enter the realm of smart financial moves. We're here to guide you through strategic steps, from setting up a dedicated college fund to exploring investment options that align with your family's goals. It's not just about saving; it's about creating a robust financial foundation that supports your child's educational journey. ???? But here's the best part – it's not just about the destination; it's about enjoying the journey along the way. We'll share insights on incorporating financial planning seamlessly into your family life, making it a natural part of your parenting adventure. From early education to college preparations, we've got your back! ???? Stay tuned for more tips, tricks, and heartwarming stories about building a college fund. Because, let's face it, investing in education isn't just about numbers; it's about investing in the endless possibilities that your child's future holds. ?? Ready to embark on this journey? Drop a “Yes” in the comments, and let's start the conversation about building a college fund for your child's bright tomorrow! #CollegeDreams #SmartInvesting #FinancialPlanning #ParentingJourney

For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement

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