Nevada State Bank’s Post

DECISIONS Making decisions is a part of everyday day life Southgate made a decisions late in last nights semi final that he believed would make the difference and what a great decision he made, bringing on Ollie Watkins and we all know what the outcome was 💪🏻💪🏻 The same can be said for making decisions that will affect your financial goals now and in the future But…. don’t leave them late!! The earlier you plan with a Financial Adviser and make decisions for you and you family’s future the better and you could have that Southgate feeling pictured above. Ask your adviser about goals based financial planning. #goals #goalsbasedplanning #decisions #planning #financialadviser #decisionmaking #england

This is as obvious as it is frightening... ...same logic with selecting a washing machine ... looking at which? reports and do anz naysis under the sun, but buying a house? hmm... gut feeling will do. So yes, plan your future! And as we are on the topic, many are worried to spend the next £500 on a marketing campaign, but do not collect £5000 unpaid invoices. Change your behaviour... Collect what's yours with GetPaid on Xero. Start your new behaviour and run your business like a blue chip company: GetPaid on Xero: https://lnkd.in/gVwcbdHa

Want to know more about pre-nups and estate planning? Here is the place to learn. Thanks to the NYWBA T&E Committee for putting together this program.

There are many options when it comes to estate planning for multiple generations. In this article, our back-office’s Director of Financial Planning, Zach Hurst, is joined by Terry O’Neill and Steve Driscoll, Esq., to discuss the benefits, risks, and timing of estate planning for multiple generations. https://lnkd.in/gwrC36-x

Some thoughts for advisors on a cold ❄December morning from beautiful Lake Tahoe! Ideas that I have found helpful in thinking about my business focuses and business activities differently at different times of the year. I have transitioned from looking at it as 2 semesters to 3 periods (learned from Joe Lukacs & Magellan Network & MasterMind) to now 4 periods… More detail in the video!💡 Summary: 4️⃣ periods throughout the calendar year: Servicing existing clients in all periods, and a client event or 2 in period 1 and/or 3. Period 1️⃣ : Jan through May - Year end reviews, plan for the year ahead and Q1 Investments, tax season (I don’t file taxes) and prime develop new business opportunities throughout most of this period. Period 2️⃣ : Jun through Aug - Work on the business, down time, mid-year reviews, Q2 investment reviews, team development review and planning. Period 3️⃣ : Sept through 3rd week of November - Prime develop new business opportunities, Q3 Investment reviews. Period 4️⃣ : 4th week of November through December  - Work on the business, down time, team development review/planning & client appreciation.

Unlocking New Horizons! 🏢✨ Our journey to helping you achieve financial success continues with the opening of our new office. Thank you Flower Mound Chamber for helping us cut the ribbon on this exciting chapter.    #newbeginnings #ribboncutting #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary  

Learn how one financial advisor and wilderness survival expert used back country skills and executive compensation chops to help open doors and strengthen his business. Important disclosures: https://bit.ly/2JzEDWl .

At a young age, Associate Finance Planner Ryan Simpson, CFP® was always on the move – hiking, fishing and being outside. So how did this outdoorsy, wildlife and fishery, environmental science guy end up in the world of finance? Watch Ryan Simpson’s “Why I Became a Financial Planner” video for a look at his journey into personal finance and his passion for helping people. #WhyIBecameAFinancialPlanner #FinancialPlanner https://lnkd.in/gHzq-C4E

Navigating the commercial real estate landscape? Secure the top-tier deal you deserve with Langert Commercial at your side. Our in-depth financial analyses offer you the clarity and transparency needed to make decisions confidently. With us, you're not just making a property choice. You're making an investment backed by data and expertise. Knowledge is power. Equip yourself with the best in #FinancialAnalysis for your next #RealEstateInvestment. Dive into a partnership that champions your financial goals with The Langert Commercial Group!