Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?
DANIELSONFINANCIALGROUP.COM
Re-balancing Your Portfolio
Please join us in wishing Miguel Gomez a Happy Birthday! Miguel works for Michael Carpenter’s team and is literally the best all-around guy. He is super outgoing, extremely nice and so, so funny!!! He lights up the room when he walks in and we all love him so much!!!
Read the latest news from LPL: https://hubs.ly/H0vkvZc0
#MarketUpdate
Women are powerful and creative; the perfect combination for a business owner. Learn how you can make your business the best it can be: https://hubs.ly/H0wHXMc0
#TipTuesday #BusinessWomensDay
Take a look at what LPL is saying about the market: https://hubs.ly/H0vkNBB0
#MarketUpdate
You want a life insurance policy that meets your needs and budget, but how do you find the right policy for you and your family? https://hubs.ly/H0wgHWn0
#TipTuesday #NationalLifeInsuranceAwarenessMonth
Are you curious about how the market is doing this week?
https://hubs.ly/H0xlF2Y0
#MarketUpdate
Back in March, many employees were sent home, and now, as fall looms around the corner, many people are continuing to work from home. If you're working home longer than expected, you are not alone. Learn how you can make the most of the situation: https://hubs.ly/H0xVgT-0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
What to Do If You're Working From Home Longer Than Expected
#NationalSavingsDay
The weekly market commentary is now available. Learn more: https://hubs.ly/H0xlV0h0
#MarketUpdate
A few years ago, our mayor made October 7 Deborah Danielson Day to celebrate Deborah's business anniversary! This year marks Deborah's 39th year in business as a Financial Planner.
Check out this week's market commentary from LPL: https://hubs.ly/H0xlB010
#MarketUpdate
With COVID rocking the employment landscape, some women have taken this opportunity to take charge of their own financial futures by launching a business; and we are dedicated to helping you thrive: https://hubs.ly/H0ydnDD0
#TipTuesday #WomensSmallBusinessMonth
DANIELSONFINANCIALGROUP.COM
What Should Women Entrepreneurs Do to Thrive in the COVID Era?
Happy Nevada Day from Danielson Financial Group!
Today we celebrate Nevada becoming the 36th state in the union during the American Civil War.
Read the latest market commentary from LPL: https://hubs.ly/H0xbYSt0
#MarketUpdate
If you are wondering how to ensure your money is working for you, a financial professional may be able to help. Learn what we can do for you: https://hubs.ly/H0yKBmD0
#TipTuesday #FinancialPlanningMonth
DANIELSONFINANCIALGROUP.COM
What to Know About Working With a Financial Professional
Take a look at how the election affected the market: https://hubs.ly/H0y_bVx0
#MarketUpdate
I voted, did you?
Ahead of tomorrow's election, we wanted to give you some tips on investing during an election year: https://hubs.ly/H0z4wdj0
DANIELSONFINANCIALGROUP.COM
Investing in an Election Year
Trick or Treat! Happy Halloween! Show us your costume this year!
Want to know how the market is doing this week?
https://hubs.ly/H0y_rX20
#MarketUpdate
Today, we honor all U.S. military veterans. Each and every day, we thank them for their service.
Do you have an aging parent that needs assistance but you are nervous to put them in a nursing home? Learn how you can make the best decision for your family: https://hubs.ly/H0zCgC40
#TipTuesday #LongTermCareAwareness
DANIELSONFINANCIALGROUP.COM
COVID-19 Makes Us Scared of Nursing Homes
Last week, we celebrated Halloween in the office, and Jay Pieper won our Kneaders gift basket!
Set your alarm Monday morning, November 9th at 6:00 am PDT! Deborah Danielson, CFP, MSFS will be a part of LPL Financials’ 10 Year Anniversary celebration of the #LPLA IPO! Our LPL President Dan Arnold, along with other advisors and associates will be ringing the opening bell for the Nasdaq!
You can watch the event by clicking on the link below as we all applaud to a shared commitment of independence: https://lnkd.in/d4BvDTR
#DeborahDanielson #LPLFinancial #DanielsonFinancialGroup #LPLAdvisors #WeAreTeam #Celebrate #MakeYourMoneyGrow
LPL has released this week's Market Commentary, read it here: https://hubs.ly/H0y_rXj0
#MarketUpdate
With Women's Entrepreneurship Day coming up this week, we want to take a look at the 5 things women should know before starting a business: https://hubs.ly/H0y_rXh0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Women: What You Should Know When Starting a Business
Thanksgiving is for giving thanks for the ones you love!
L-R: Deborah Danielson, CFP®, MSFS, Emmalee Chance, Dwane Chance, Melissa Danielson, George Kirkwood, Darryl McKitchens, Rita Brown, Michelle Bush, and Steven Bush.
As you enter your “golden years”, you may imagine yourself visiting family and pursuing your favorite hobbies; but have you thought about what would happen if you aren't able to do these things? Prepare with long term care: https://hubs.ly/H0Btgrl0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Long-Term Care: Better to be Safe than Sorry
Want to see how the markets are doing today?
https://hubs.ly/H0BLpSK0
#MarketUpdate
This #GivingTuesday, learn how you can find a charity that best aligns with your values: https://hubs.ly/H0BLDf10
#TipTuesday
DANIELSONFINANCIALGROUP.COM
How to Evaluate a Charity and Whether to Donate
Happy Hanukkah!
Take a look at this week's market commentary from LPL: https://hubs.ly/H0BLCCk0
#MarketUpdate
Has 2020 made you think about wanting to become your own boss, but need some help getting started? Learn about some resources available to you: https://hubs.ly/H0CcjXS0
#TipTuesday #WriteABusinessPlanMonth
DANIELSONFINANCIALGROUP.COM
Creating a Business Plan for Small Businesses
Today we honor and remember those who gave their lives at Pearl Harbor. We are forever grateful.
My new grandson Parker Robert at four days old. My daughter Heather gave birth to him on Friday, November 13th, a good luck day for me. Mother and son are doing well.
The holidays look a little different this year; learn what you need to know about shopping smart this holiday season: https://hubs.ly/H0CDJfF0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Smart Shopping During the Holidays
We are excited to announce that Deborah was named one of Forbes' Top 100 Women Advisors! https://hubs.ly/H0CfCgc0
FORBES.COM
Deborah Danielson
Last week, we were able to celebrate Marty's birthday!
Hilarious, amusing, humorous, comical, witty, entertaining, laughable, mirthful, hysterical, uproarious and whimsical are all words to describe our very charming Marty Kulesza who is celebrating his birth today.
Marty, you have that “magical” effect that makes people like you! YOU keep us laughing with all your crazy antics and there truly is not one associate here at Danielson Financial Group that doesn’t look forward to seeing you every day.
Congratulations on your birth year or whatever it is you call it. We adore you and are happy you are a part of our team!
Hilarious, amusing, humorous, comical, witty, entertaining, laughable, mirthful, hysterical, uproarious and whimsical are all words to describe our very charming Marty Kulesza who is celebrating his birth last week.
Marty, you have that “magical” effect that makes people like you! YOU keep us laughing with all your crazy antics and there truly is not one associate here at Danielson Financial Group that doesn’t look forward to seeing you every day.
Congratulations on your birth year or whatever it is you call it. We adore you and are happy you are a part of our team!
If you are planning on donating or already have donated toys to a child in need this year, read this: https://hubs.ly/H0CZw9N0
#TipTuesday
Merry Christmas, Happy Hanukkah, and Happy #UglyChristmasSweaterDay from Danielson Financial Group!
L-R: Deborah Danielson, CFP, MSFS, Stacy Simmer, Director of Operations, Jay Pieper, LPL Registered Relationship Manager, Conf Room, Keith Lund, Registered Advisor, Sherri Meyer, Executive Assistant, Jennifer Barrios, Administrative Assistant, Carlene Gaydosh, LPL Registered Relationship Manager, Kelly Morrison, Administrative Assistant, Staci Ann, Director of First Impressions, Michael Carpenter, Registered Advisor, Jeanette Sanchez, Administrative Assistant, Lindsay Denecker, Team Lead & LPL Registered Relationship Manager, Miguel Gomez, Administrative Assistant, Carolee Bates, Administrative Assistant, and Marty Kulesza, LPL Registered Relationship Manager.
LPL has released their weekly market commentary: https://hubs.ly/H0BLDfH0
#MarketUpdate
We had a wonderful time at our (COVID safe) family vacation!
Merry Christmas from Danielson Financial Group!
Happy New Year from Danielson Financial Group!
The New Year is almost here! How are you celebrating?
Take a look at this week's market commentary from LPL: https://hubs.ly/H0D8CbB0
#MarketUpdate
With New Year's resolutions in full swing, many are focusing on their personal and professional goals - but why not add some financial goals to the mix? Learn how you can make financial resolutions this year: https://hubs.ly/H0Dh8cy0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
New Year's Resolutions to Get Your Finances in Order
Want to learn more about the markets this week?
https://hubs.ly/H0D8vMc0
#MarketUpdate
Financial wellness, like physical wellness, isn’t something you should ignore. Learn how you can get your financial wellness in check this year: https://hubs.ly/H0DGX0K0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
www.danielsonfinancialgroup.com
We had a wonderful time celebrating Christmas as a family this year! What did you do for the holidays?
In an increasingly paper-free society, organizing your financial documents can still be a challenge. Learn what steps can you take now to organize your financial documents for 2021 and beyond: https://hubs.ly/H0F204N0
#TipTuesday #GetOrganziedMonth
DANIELSONFINANCIALGROUP.COM
Tips for Organizing Your Financial Documents
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
Lindsay Denecker, Team Leader and LPL Registered Client Relationship manager is celebrating her birthday this weekend!
Lindsay is a fabulous member of our team, always willing to help and lend a hand. Her warmth and endearing charm brighten every room she walks in.
We love you Lindsay and are so thankful to have you on our team.
Have a super fantastic birthday weekend!!
Want to learn more about the markets this week?
https://hubs.ly/H0D8vMc0
#MarketUpdate
Financial wellness, like physical wellness, isn’t something you should ignore. Learn how you can get your financial wellness in check this year: https://hubs.ly/H0DGX0K0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
www.danielsonfinancialgroup.com
Capital gains for the 2020 season could be huge. Learn how you can take advantage:
#TipTuesday
LPL has released this week's market commentary. Read it here: https://hubs.ly/H0D8D9w0
#MarketUpdate
In an increasingly paper-free society, organizing your financial documents can still be a challenge. Learn what steps can you take now to organize your financial documents for 2021 and beyond: https://hubs.ly/H0F204N0
#TipTuesday #GetOrganziedMonth
DANIELSONFINANCIALGROUP.COM
Tips for Organizing Your Financial Documents
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
Lindsay Denecker, Team Leader and LPL Registered Client Relationship manager is celebrating her birthday this weekend!
Lindsay is a fabulous member of our team, always willing to help and lend a hand. Her warmth and endearing charm brighten every room she walks in.
We love you Lindsay and are so thankful to have you on our team.
Have a super fantastic birthday weekend!!
Did you know that we have been ranked one of Barron's top 1,200 advisors in America 7 years in a row? Want to learn more? Contact us today! https://hubs.ly/H0FpmnB0
DANIELSONFINANCIALGROUP.COM
Danielson Finacial Group | Contact Us
Stay up to date on the markets: https://hubs.ly/H0D8HwS0
#MarketUpdate
Capital gains for the 2020 season could be huge. Learn how you can take advantage:
#TipTuesday
LPL has released this week's market commentary. Read it here: https://hubs.ly/H0D8D9w0
#MarketUpdate
In an increasingly paper-free society, organizing your financial documents can still be a challenge. Learn what steps can you take now to organize your financial documents for 2021 and beyond: https://hubs.ly/H0F204N0
#TipTuesday #GetOrganziedMonth
DANIELSONFINANCIALGROUP.COM
Tips for Organizing Your Financial Documents
Take a look at this week's market commentary: https://hubs.ly/H0FtjR40
#MarketUpdate
I wanted to share a fun story with you all!
Determining where your retirement money will come from is an integral part of planning for retirement. Learn how you can take advantage of your retirement resources: https://hubs.ly/H0FRx3Y0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Assessing Your Retirement Resources
Did you know that we have been ranked one of Barron's top 1,200 advisors in America 7 years in a row? Want to learn more? Contact us today! https://hubs.ly/H0FpmnB0
DANIELSONFINANCIALGROUP.COM
Danielson Finacial Group | Contact Us
Stay up to date on the markets: https://hubs.ly/H0D8HwS0
#MarketUpdate
LPL has released this week's market commentary. Read it here: https://hubs.ly/H0Fyr4v0
#MarketUpdate
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be on track with normal filing deadlines. Learn all the deadlines you need to know: https://hubs.ly/H0GhGLV0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Key Tax Deadlines for 2021
Take a look at this week's market commentary: https://hubs.ly/H0FtjR40
#MarketUpdate
I wanted to share a fun story with you all!
Determining where your retirement money will come from is an integral part of planning for retirement. Learn how you can take advantage of your retirement resources: https://hubs.ly/H0FRx3Y0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Assessing Your Retirement Resources
Want to learn more about the markets?
https://hubs.ly/H0FyvTw0
#MarketUpdate
Required minimum distributions take on added urgency as you approach (and reach) age 72. Learn how you can optimize your Required Minimum Distributions this year: https://hubs.ly/H0GHx0J0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Optimizing Required Minimum Distributions
For my clients on Valentine's Day
We are honored and humbled to be named #4 on Forbes Best-In-State Wealth Advisors! This year has been a true test of strength, and would not have been possible without our amazing team of advisors and staff. Thank you for all of your hard work, and we are excited to continue to support our amazing clients.
LPL has released this week's market commentary. Read it here: https://hubs.ly/H0Fyr4v0
#MarketUpdate
Tax prep for 2021 may look a little different this year. We've put together some of our best tips to help you prepare: https://hubs.ly/H0H3zLM0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Tips for Tax Preparation
Want to learn more about the markets?
https://hubs.ly/H0FyvTw0
#MarketUpdate
Required minimum distributions take on added urgency as you approach (and reach) age 72. Learn how you can optimize your Required Minimum Distributions this year: https://hubs.ly/H0GHx0J0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Optimizing Required Minimum Distributions
For my clients on Valentine's Day
We are honored and humbled to be named #4 on Forbes Best-In-State Wealth Advisors! This year has been a true test of strength, and would not have been possible without our amazing team of advisors and staff. Thank you for all of your hard work, and we are excited to continue to support our amazing clients.
As you approach and enter retirement, you may find that you don't have the energy that you used to to accomplish everything on your bucket list. Learn how to find your passions and feel refired in retirement: https://hubs.ly/H0HqL2J0
#RefiredNotRetired
DANIELSONFINANCIALGROUP.COM
Re-thinking Your Bucket List
Read this week's market commentary from LPL: https://hubs.ly/H0FyvTR0
#MarketUpdate
Tax prep for 2021 may look a little different this year. We've put together some of our best tips to help you prepare: https://hubs.ly/H0H3zLM0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
Tips for Tax Preparation
Want to learn more about the markets?
https://hubs.ly/H0FyvTw0
#MarketUpdate
Every woman needs to balance her financial past with her financial future. At Danielson Financial Group, we can help you do just that. Learn more: https://hubs.ly/H0HThNJ0
#InternationalWomensDay #WomensHistoryMonth
DANIELSONFINANCIALGROUP.COM
Tips for Women to Help Build Financial Independence
Take a look at how the markets are doing this week: https://hubs.ly/H0Hd_D10
#MarketUpdate
Do you feel like your investment portfolio could be performing better?
For 40 years, we have been creating financial plans to help people like you continue to build their wealth, pay off their properties, give back to the community, and help build a financial family legacy.
Even if you are happy with your current financial advisor, we encourage you to seek a second opinion. This service is usually only available to our client's family and friends, but in March, we want to extend this offer to you as well. Learn more: https://hubs.ly/H0HTh2g0
DANIELSONFINANCIALGROUP.COM
Deborah Danielson
Happy Birthday to Carlene Gaydosh, LPL Registered Client Relationship Manager!
We feel so lucky to have you on our team Carlene.
We hope your birthday is as special as you are and may all of your dreams come true. Thanks for being such a great friend and coworker to all of us at Danielson Financial Group. Happy birthday!
Every woman needs to balance her financial past with her financial future. At Danielson Financial Group, we can help you do just that. Learn more: https://hubs.ly/H0HThNJ0
#InternationalWomensDay #WomensHistoryMonth
DANIELSONFINANCIALGROUP.COM
Tips for Women to Help Build Financial Independence
LPL has released this week's market commentary. Read it here: https://hubs.ly/H0HdZj50
#MarketUpdate
Read the latest in the markets: https://hubs.ly/H0Hf0hZ0
#MarketUpdate
Happy St. Patrick's Day from Danielson Financial Group!
Investing is a crucial part of financial planning, but it can also be nerve-wracking. We are here to help you manage your assets to help you pursue your goals. Learn why #AssetManagement is crucial to your financial future: https://hubs.ly/H0JkW6Q0
#TipTuesday
DANIELSONFINANCIALGROUP.COM
How Financial Asset Management May Help Investors Stay the Course
We had so much fun on our family ski trip to Park City, Utah!
Take a look at how the markets are doing this week: https://hubs.ly/H0Hd_D10
#MarketUpdate
LPL brings you the latest and most important information you need to know about the market. Read it here: https://hubs.ly/H0Hf0yT0
#MarketUpdate
Do you want to take one more thing off your plate? Learn how a property manager can help you manage your real estate assets: https://hubs.ly/H0JsjN20
#TipTuesday #AssetAwarenessMonth
DANIELSONFINANCIALGROUP.COM
All online, all the time? Technology brings new benefits to hiring a property manager.
We are excited to announce that we have been named one of Barron's top 1200 Financial Advisors in America for the 8th consecutive year! https://hubs.ly/H0Jxz8N0
BARRONS.COM
Barron's Top Financial Advisor Rankings
Read the latest in the markets: https://hubs.ly/H0Hf0hZ0
#MarketUpdate
Happy St. Patrick's Day from Danielson Financial Group!