If you died, what would happen to your email archives, social
profiles, and online accounts?
YOURFINANCIALTEAM.COM
Safeguard Your Digital Estate
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
YOURFINANCIALTEAM.COM
The SECURE Act
The Buckeye State ranked No. 9 on the annual ranking of best and worst states for business 👍
BIZJOURNALS.COM
Chief Executive ranks Ohio among best states for business - Cincinnati Business Courier
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
YOURFINANCIALTEAM.COM
Once Upon a Goal
Working in Retirement: New trend or same old story?
YOURFINANCIALTEAM.COM
Where Will Your Retirement Money Come From?
Does your #business need some digital help? Here are some new #apps that might help!
YOURFINANCIALTEAM.COM
Top New Digital Tools for Small Businesses
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
YOURFINANCIALTEAM.COM
When Heirs are Imperfect
Thinking of volunteering in retirement? Some considerations. #Volunteering
YOURFINANCIALTEAM.COM
Volunteering in Retirement
We're happy to support some awesome organizations like Tecumseh Council, Boy Scouts of America, Clark County 4-H and Special Olympics - Clark County, Ohio. Give us a call to learn how you can show your support to organizations like these: 937-390-8750
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
YOURFINANCIALTEAM.COM
Monthly Market Insights | October 2020
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
YOURFINANCIALTEAM.COM
Types of Stock Market Analysis
YOURFINANCIALTEAM.COM
Championing Our Community | KB&P Financial Partners
KB&P Financial Partners
October 6 at 11:51 AM ·
KB&P Financial Partners
October 6 at 11:51 AM ·
If you died, what would happen to your email archives, social
profiles, and online accounts?
YOURFINANCIALTEAM.COM
Safeguard Your Digital Estate
How much will you spend on Halloween this year? Depending on your family size and dynamic, experts estimate that it could be an average of $86 per person.
EMSCORPORATE.COM
How Halloween Spending Affects the Economy
Take the time to think about these three things when shopping for your next vehicle.
YOURFINANCIALTEAM.COM
Consider These 3 Things Before Driving Off the Lot
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
YOURFINANCIALTEAM.COM
Disability and Your Finances
Looking to support some local nonprofits? Check out Interfaith Hospitality Network of Springfield, Junior Achievement of the Mad River Region and On-The-Rise. Give us a call to learn how you can show your support to organizations like these: 937-390-8750
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
YOURFINANCIALTEAM.COM
Red Flags for Tax Auditors
This number is expected to grow to 27 million by 2050. If you want to learn more about your options for long term care, give us a call today: 937-390-8750
#LongTermCareAwarenessMonth
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
YOURFINANCIALTEAM.COM
Jane Bond: Infiltrating the Market
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
YOURFINANCIALTEAM.COM
Retirement Realities
Whether you’re planning a scaled-back holiday or expect to celebrate the same as always, there will be big changes to the retail landscape this year.
HUFFPOST.COM
Experts Reveal How Holiday Shopping Will Be Different This Year
Surprises crop up every day, and they’re a great reason to work with us.
YOURFINANCIALTEAM.COM
Surprises
Did you know? Life expectancy in the U.S. for those reaching 65 was another 20 years on average in 2019. Give us a call to learn how living a longer life may impact your financial planning: 937-390-8750
#LongTermCareAwarenessMonth
Curious about your personal finances? Check out our resource center!
YOURFINANCIALTEAM.COM
Resource Center | KB&P Financial Partners
Pick a number 1-9 and ask yourself if you've considered the corresponding item below when it comes to your estate planning? 🤔 If not, we can help make sure you have all of your bases covered!
Spending as little as 30 minutes per week on your personal finances will save you thousands of dollars each year.
MONEYUNDER30.COM
2021 Personal Finance Calendar: Keeping Your Finances On Track In The New Year
Tell us in the comments below!
https://www.yourfinancialteam.com/services
The world of investments can be daunting, especially if you're just getting started. Luckily, we can help you make the most of your investments and identify a strategy that's right for you. Give us a call to learn more: 937-390-8750
Some exciting things are happening in Springfield and with The Chamber of Greater Springfield - OH over the next couple of weeks! Learn more below 👇
Chamber Events:
- Chamber Plug-In (Jan. 28) - greaterspringfield.chambermaster.com/events/details/plug-in-01-28-2021-virtual-5074
- Education Series: Internships (Feb. 10) - greaterspringfield.chambermaster.com/events/details/education-series-internships-02-10-2021-virtual-5076
- Legislative Coffee Series: State Rep. Koehler & Sen. Hackett (Feb. 18) - greaterspringfield.chambermaster.com/events/details/legislative-coffee-series-state-rep-kyle-koehler-senator-bob-hackett-02-18-2021-virtual-5077
Community Events:
- Grapes & Escapes (Jan. 30) - www.springfieldsym.org
- Downtown Sounds: Theo Perry (Feb. 18) - www.facebook.com/events/399858288066781
