Thank you to Butch Elmgren, owner of Thos O'Reilly's Pub in Sandy Springs and Philanthropist, for helping Financial Innovations in delivering lunch to Sandy Springs Police. Thank you to Sandy Springs Police for all you do for our community.
Thank you Butch Elmgren, the amazingly kind and generous owner of Thos O'Reilly's Public House in Sandy Springs. Today our firm, Financial Innovations LLC delivered 40 delicious lunches with Butch to the Sandy Springs Police Department. Happy Fourth of July!
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
13 Tips for Kids Heading to College – Advice from Financial Innovations!
by Laura Schilling of Financial Innovations for The Aha! Connection
In today’s strange world leaving for college is not just about going to Bed Bath and Beyond to get your comforter. Will you go to classes live or online? Will the dorm stay open? Will you wear masks on campus? These are strange times; however, there are things that every college student should have/do on the financial front:
READ FULL ARTICLE https://www.theahaconnection.com/13-tips-for-kids.../
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13 Tips for Kids Heading to College - Advice from Financial Innovations! - The Aha! Connection
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Do you have a will? Is it updated?
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When Do You Need a Will?
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
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Dreaming Up an Active Retirement
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
We are looking for an Executive Assistant. Must have excellent writing and phone skills. Customer service is most important. If you know someone who is interested please have emails directed to laura@financialinnovations.biz
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Executive Assistant
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
