Intentional Wealth Planning

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

Crude oil prices are rising, though future trends may be determined by rate changes. Key points to consider: ⭐ Crude oil prices have spiked, driven by various geopolitical and market factors. 🌍 Rising oil prices could lead to increased inflation and affect global economic stability. 💼 Investors and consumers should stay informed about these trends to understand potential financial implications. Keeping an eye on these developments can help you make more informed decisions in a volatile market. How do you think rising crude oil prices will impact the economy and your investments? #CrudeOil #EnergyMarkets #OilPrices #EconomicImpact #MarketTrends #Inflation #GlobalEconomy #Investment Source: https://lnkd.in/gKAUMCRG

There’s Always A “Reason to Sell” Since October 1989, the S&P 500 has posted a 2,970% total return (including dividends). Did you know, the index has grown an average of 10.43% each year for more than 30 years? 👀 #reasontosell #sell

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

🤸♀️ The U.S. women's gymnastics team for the 2024 Paris Olympics is set! Five stellar athletes earned their spots after intense competition at the U.S. Gymnastics Olympic Trials in Minneapolis: 🏅 Simone Biles (leading her third Olympics!) 🏅 Jordan Chiles 🏅 Jade Carey 🏅 Hezly Rivera 🏅 Suni Lee 16-year-old Hezly Rivera joins four veterans from the 2020 Olympics, showcasing a blend of experience and fresh talent. Joscelyn Roberson and Leanne Wong will serve as alternates, ready to step in if needed. Fan favorite Simone Biles just won her ninth U.S. all-around title earlier this month! This team exemplifies the power of perseverance and continuous improvement. What goals are you working towards with similar dedication? #Paris2024 #USAGymnastics Source: https://lnkd.in/geVXB76U TinyURL: https://lnkd.in/epFe_FAN

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Unlocking Wall Street Wisdom: 📈💡 Wall Street sayings hold timeless truths for investors. Which saying is your favorite? 💼💰 #WallStreetWisdom #InvestmentInsights #FinancialAdvisor

It’s been a long time since the S&P 500 has seen a daily drop of 2 percent or more. Is that cause for alarm? No. Concern? Maybe, especially if you let emotions drive decision-making. 🤔 What are your thoughts? #lowvolatility

An ILIT could play a role in your estate strategy.

Planning a summer getaway? 🏖️ Don't let scammers ruin your vacation! Protect yourself with these tips: Secure Your Accounts: Update your passwords regularly and enable two-factor authentication. Be Cautious Online: Don't click on suspicious links, even if they appear to be from your airline or hotel. Beware of Social Media Scams: Double-check customer service contacts and be wary of anyone asking for personal information. Watch Out for Common Travel Scams: Avoid interactions with "friendly" strangers offering bracelets or roses, and be cautious of unsolicited photographers. By staying alert and informed, you can ensure a safe and enjoyable summer vacation. 🧳 #TravelTips #ScamAlert #VacationMode Source: https://lnkd.in/gKYV-c7p