While sudden Financial Windfalls are a great situation to be in, we've worked with hundreds of families and have seen some major mistakes made. Check our latest video on how to handle them. https://hubs.li/H0vWc4W0
For those with a high-net-worth, being able to maintain their lifestyle into retirement might require a little more skill when it comes to saving.
To help maintain high-net retirement savings, below are a few mistakes that one may wish to avoid: https://hubs.li/H0wZYTy0
BAZISYOUNG.COM
3 High-Net Retirement Savings Mistakes You Want to Avoid
Bāzis Young Investment President & Founder Duane Bāzis discusses the importance of sticking to your long term investment plan in the event of a market downturn in this week's video: https://hubs.li/H0wY4fz0
Financial planning is like growing a garden: plant the seeds, nurture them, and watch them grow. 🌱
Healthy habits are a key ingredient in the recipe for success! #MotivationMonday
Before we develop a financial strategy for you, we get to know you.
Estate planning is important for everyone, no matter your income level. A good estate strategy starts with an honest conversation. Reach out, and let’s talk about your money’s future. #EstatePlanningWeek
Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility. https://bit.ly/36NjYId
BAZISYOUNG.COM
What You Need to Know About Investing During an Election
Don’t delay your goals, create them now. #MondayMotivation
Elections can move the market, but that doesn’t mean you should change your approach. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility: https://hubs.li/H0xLhS90
BAZISYOUNG.COM
What You Need to Know About Investing During an Election
Being patient is simple in theory, but it’s not always easy to execute.
This means staying invested when it feels like you should sell and resisting the urge to make unnecessary changes.
With the right tools, you can feel confident about your financial life.
What financial advice would you give to your younger self?
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Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
See more at
bazisyoung.com
For many Americans, navigating the maze of health insurance options can be dizzying. Much of that changes at 65, when individuals generally are eligible for Medicare. Here is a breakdown of how Medicare works—and your coverage options for filling in the gaps.
https://bit.ly/30OngqR
BAZISYOUNG.COM
Preparing for Healthcare Costs in Retirement
Our future can easily be altered by the words we use on ourselves. Be more mindful to steer your life in the right direction!
Hey Siri, remind me about my investment goals.
Have you rebalanced your portfolio recently? Don't know where to start? Here are a few strategies you can use:
You can only achieve what you believe.
If you missed our video last month on Sudden Financial Windfall, make sure you check it out so that you can avoid some major mistakes we've seen over the years: https://hubs.li/H0BtghR0
Sending you laughter, joy, and lots of stuffing this Thanksgiving.
For those of you taking a vacation during the holidays or traveling to see family make sure to check out these tips to keep you as safe as possible: https://hubs.li/H0B5m9k0
As your circumstances change, so should your financial strategy. When was the last time you adjusted yours?
https://www.bazisyoung.com/
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
Home | Bāzis & Young Investment Group, LLC
See more at
bazisyoung.com
Unfortunately, once most retirees hit the age of 70 and a half, they may notice a significant hike in their tax bill. Check out our approach to limiting taxes as well as other tips to help maintain high-net retirement savings: https://hubs.li/H0BppdQ0
BAZISYOUNG.COM
3 High-Net Retirement Savings Mistakes You Want to Avoid
Here's your #MotivationMonday - get inspired this week!
#MotivationMonday
Does your portfolio fit your retirement lifestyle? If your not sure click here:
https://hubs.li/H0F-TLl0
BAZISYOUNG.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
What is private equity? How do entrepreneurs access it, and what are its risks and benefits? Learn more about private equity from the investor's perspective.https://www.bazisyoung.com/blog/what-investors-should-know-aboutprivate-equity
#MotivationMonday
It's easy to let investments accumulate like old receipts in a junk drawer. But working with a financial professional can help keep your portfolio balanced and more diversified. Watch our short video for more information: https://hubs.li/H0FrQqd0
BAZISYOUNG.COM
The Junk Drawer Approach to Investing
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft.
→ Swipe below for 6 ways to protect against identity theft.
