Fetching Finance | April 2024
Steven Huskey, CFP?, CExP?
CERTIFIED FINANCIAL PLANNER | Certified Exit Planner | Podcast Host | Empowering Entrepreneurs and Dental Practice Owners to Become Wealthier & Happier
April is National Financial Capability Month — a time to focus on financial literacy and developing habits that can lead to greater financial wellness. In this new edition of Fetching Finance we have improved the way we are fetching your financial education, let us know what you think!
Quarterly Market Insights- Q1
Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.
"An investment in knowledge pays the best interest." - Benjamin Franklin?
#FetchedFor ALL
Starting this month, we are working to fetch your financial tools and education no matter what age or stage you are in your career or business. To kick that off we wrote a little blog post about the different milestones by which you can gauge your “financial wellness”. Check out each of our hand-picked articles to see what we #FetchedFor YOU.?
5 Finance Gifts for Mother’s Day
How many more candles can you get her? Nothing we get the mothers in our lives will ever amount to our love for them, but we have a few gift ideas that will?show your love and appreciation for all they do in an elevated way.
Overlooked Ways to Add Diversity to Your Portfolio
There’s more to investing than the stock market. To help manage risk and maintain balance, any investor, new or experienced, should learn about an important strategy: portfolio diversity.
#FetchedFor Entrepreneurs
Freedom Costs, But How Much?
Check out this tool we have been bringing to business owners around the country to help them understand the gap between how much their business is worth now vs. how much they need to sell it for at exit to obtain their ideal next chapter! Find out your "Freedom Point".
Financial Wellness For Employees
As we talk “Financial Wellness” during Financial Capability Month, let’s talk about what that means for your employees as a business owner.
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#FetchedFor Pre-Retirees
Help Make Your Retirement Assets More Valuable
Discover A Way to Help Make Your Retirement Assets More Valuable
How to Manage Your Retirement Income Concerns
Are you confident about your retirement? If you’re even thinking about it, you probably have some unanswered questions. That’s normal — even good.
Retirement Seen Through Your Eyes
In this article we are tossing you a few questions to help you gain a better understanding of your personal situation and future as it relates to your retirement.
3 Important Insurance Considerations For Retirees
As you approach retirement, your lifestyle changes…and so should your insurance concerns. Insurance policies are designed to help protect your livelihood, your loved ones, your property, and those around you.?Here are three insurance categories that may change, increase, or decrease as you approach retirement.
#FetchedFor Physicians
Maximizing The Qualified Business Income (QBI) Deduction For Physicians
As a physician, you work hard to provide quality healthcare services to your patients. However, managing your finances and understanding the complex tax laws that apply to your business can be challenging. One tax deduction that you should be aware of is the Qualified Business Income (QBI) deduction. In this article, we will explain what QBI is, who is eligible for this deduction, and how you can maximize your QBI deduction to reduce your taxes.
#FetchedFor Students
How Do Student Loans Work?
This guide will help you understand the types of student loans available, how interest accrues and what repayment options are available so you make informed decisions before taking out a loan (or help you understand after).
If you have any questions about any of the information provided and how it relates to your personal situation please feel free to reach out to speak with a qualified professional.
Empowering Finance Businesses To Thrive: Unleashing Quality Leads With Our Done-for-You Ad Service.
6 个月I liked the financial tips for mothers.
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7 个月Love this!! ??