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Affirm Stock Jumps 15% as It Expands Buy Now, Pay Later Relationship With Walmart I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

🚀 Navigating the Money Landscape: 6 Major Shifts in the Last Decade 🌐💸 In the dynamic world of finance, the past 10 years have ushered in six significant shifts transforming how we manage our money. Let's dive into these game-changers! Innovation Overhaul: Just like our expectations have evolved over the years, so has our desire for constant improvement in the products and services we use. The relentless pursuit of innovation means we no longer cling to the same cell phone for a decade. The promise of something better around the corner keeps us on the lookout for the next big thing. The Convenience Revolution: Convenience is the name of the game, and we're willing to pay for it. From Instacart to Uber Eats, the rise of services that deliver straight to our doorstep underscores the growing importance of convenience as a necessity. Who wouldn't prefer having groceries or take-out brought to them rather than a trip to the store? Subscription Surge: Over the past decade, we've witnessed an explosion in subscription services, covering everything from movies and groceries to clothing and even perfume. While these subscriptions undeniably enhance our lives by saving time, they've also become a significant contributor to our fixed monthly expenses. 📦💳 How many subscriptions do you currently have? Tech Takeover: Technology, our beloved game-changer, continues to evolve and render industries and products obsolete overnight. Platforms like Expedia transformed travel, Uber revolutionized transportation, and Netflix reshaped our access to entertainment. Technology isn't just changing how we spend money; it's altering how we access data and manage our finances. 📲💻 Income Dynamics: The way we earn has undergone a significant shift in the last five to ten years. Job changes occur more rapidly, and people are actively seeking investments that provide both short-term and long-term cash flow. This shift is driven by a desire to cover monthly living expenses and safeguard against economic uncertainties, learning from past events like the 2008 financial crisis. 💼💰 Change is the only constant, especially in the financial landscape. How have these shifts impacted your approach to money management? Share your thoughts and experiences below! 💬🌟 Interested in how Tardus Wealth Strategies can help? Schedule a free strategy session here: https://lnkd.in/gskE8tZm #FinanceEvolution #MoneyManagement #FinancialShifts #Innovation #TechTransformation #SubscriptionEconomy #IncomeDynamics

Plenty Launches to Help Modern Couples Build Wealth Together: Unique Yours/Mine/Ours Approach Makes Money Management Multiplayer — PRBuzz.co — With #5 #million in new #funding after a year in #private #early #access Plenty's #platform takes on incumbents, offering #full #solution from #cash #flow #management through investing SAN #FRANCISCO May #9 #2024 #Today Plenty, a #wealthbuilding platform that helps #couples #invest and #plan for their #future #together #makes its #public #debut after a successful year-long invite-only program. With 60% of millennials now partnered, Plenty's multiplayer money management allows a flexible "Yours/Mine/Ours" approach to wealth-building, from cash flow management to goals planning and long-term, values-based investing. Plenty was founded by fintech veterans and newlyweds Emily Luk and Channing Allen to fill the void they discovered when they looked for a tool to serve their combined need. "When we got engaged, Channing and I couldn't find a product that made it easy for us to work together on financial decisions, so we decided to build one," said Emily Luk, CPA, CFA, and CEO of Plenty. "The landscape of traditional financial planning or single-player fintech just doesn't work for couples like us. Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there. We're excited to bring that all into one platform and introduce Plenty to the world." "Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there. We're excited to bring that all into one platform and introduce Plenty to the world." Luk and Allen met while working together at the on-demand payment platform, Even, which was acquired by Walmart-owned One in 2022. Prior, Luk was an early Stripe growth, then finance and strategy team member and Allen led software engineering teams at Homebase. The couple married in 2023. Built with collaboration and consolidation at the forefront, Plenty is next-gen fintech. While the category has long been exemplified by leading robo advisors like Betterment and Wealthfront, or budgeting apps like YNAB or Mint

Robinhood Surprises With Strong Q1 📊 #HSABeginnersGuide 💪💰 #InvestingThroughHSA 🏥 #HealthcareInvestments 🌿 #HealthWealthBalance 👨👩👧👦 #FamilyWellness 💼 In a dramatic turn of events, Robinhood (NASDAQ:HOOD) has delivered an exceptional performance in the first quarter of this year. The long-awaited IPO and subsequent market buzz have propelled this modern investment platform into the spotlight, with surprising results that are worth your attention. ✨ A Game-Changing Investment App Robinhood's innovative approach to investing has captured the hearts of millions. With its user-friendly interface and zero-commission trades, it has revolutionized the way new investors enter the market. 🚀 Surpassing Expectations Despite facing skepticism from some industry experts, Robinhood has reported remarkable Q1 earnings. Its revenue soared to unforeseen heights, exceeding even the most optimistic projections. This outstanding achievement showcases the platform's ability to consistently attract and retain a large user base. 🌟 A Transformational Opportunity The recent success of Robinhood demonstrates the immense potential of investing through HSA accounts. By utilizing your Health Savings Account for investment purposes, you can harness the power of the market to grow your healthcare funds exponentially. ⚡️ Seize the Moment Don't let the Fear of Missing Out hold you back! Take action now and explore the possibilities of investing through your HSA. Start by researching Robinhood and other investment options that align with your financial goals and healthcare needs. Empower yourself with knowledge and make informed investment decisions that will benefit both your health and wealth. #HSA #Investing #Healthcare #Health #Family #Wellness

Really interesting read from Alex Sullivan and the team at IFA Magazine - and great contributions from the lang cat here… All of this goes to the heart of the world readjusting to more normalised conditions after the extended period of lower for longer than anyone thought in terms of interest rates and inflation. It also serves as to the reason why the Advice Gap that exists in the 🇬🇧 should be closed. Whoever is in power, be it the The Conservative Party or the The Labour Party (or combinations if it’s a hung parliament 🤷🏻♂️?) the key will be to set the Financial Conduct Authority on path of regulation that assists in that more than anything. We have had ALL the conditions we could possibly have wanted to ensure Growth in the UK but it hasn’t happened to the extent we have seen elsewhere in the world - if reference to the value of stockmarkets. Regulation and Compliance is tantamount as to why “risk aversion” exists. Yes there are too many rogues out there who try to take advantage and therefore should be “policed” better. But there are also thousands of really good people who are literally drowning in the red-tape that is strangling them and therefore the ability to give ordinary people what they should expect. I said in a separate post earlier I was feeling melancholy…maybe that status needs to change to feeling more positive and almost bullish - why? - in the words of D-Ream (I prefer that reference rather than anything political - although hats off to the marketing people on that one back in 1997!) “Things can only get better”! Time for some of this: 🎼🎸🥁🎧🎹🕺🏻! Thoughts welcome - respectfully! 🕊️ #platforms #advisors #advice #financialadvice #planning #positivity #mindfulness #regulation #compliance #risk #risktolerance #suitable #growth #saving #investing #socialmedia

🚀 Only 3 more days to seize these incredible pre-launch perks! 🔍 Did I try other things and quit? YES! But what sets this apart? You've got NOTHING to lose, only gains! 🌟 💼 This opportunity is a game-changer, offering FREEDOM, TIME, NEW FRIENDS, and a "supportive community." And did I mention PASSIVE INCOME FOR LIFE? 😁 👎 Negatives of past ventures? They consumed time and drained money every month! Digital Bank? Doesn't! No "RE EARNING" each month, just continuous growth. 🌟 Why the excitement and persistence? This is the REAL DEAL! I'm eager to help others benefit. Two options: 1. Get the TranzactCard for spending POWER at a one-time fee of $25 (*pre-launch incentive* ends Sunday). 2. Dive in as a Digital BANK OWNER for a piece of the growing pie FOR LIFE! Beyond income, happy card members are swiping, saving in Z Club, and enjoying daily Flash Sales with Z Bucks – no scam, just real value. 💸 Is $25 too much to "risk" for a 30-day money-back guarantee? I want to see my friends winning! Let's make it happen. 🌈 #DigitalBanking #EntrepreneurLife #OpportunityKnocks

Please read MM's whitepaper highlighting typical data quality problems faced when preparing for endgame and the impact this has on valuations and write-out’s during a buy-in/ buyout. The whitepaper takes a closer look at both the problems found and the uplift that can be expected when cleaning data with MM. #whitepaper #dataquality #endgame #buyinbuyout #pensiondataadministration #maritalstatus #livingasstated https://lnkd.in/eWXaukgC

Wishing everyone a New Year filled with joy, success, and countless opportunities! May each day bring you closer to your dreams and inspire new adventures. Let's embrace the possibilities and make 2023 a year of growth and happiness. Happy New Year to all our friends and family! 🎉 #NewYear2023 #FreshBeginnings #quickpayapp #rechargebusiness #multirechargeapi #multirechargeapp #multirecharge #Quickpay