The word “cash” has come up a lot over the past several months, but when it comes to investing, what does “cash” actually mean?
Generally, this means investing in options that are low-risk, but consequently low return as well. Examples include money market accounts and certificates of deposit.
#moneyterms #investmentterms #didyouknow #cash #questions #money #financefriday #themoreyouknow #lefavi #utah
Are you feeling overwhelmed?
If the answer is yes, you are not alone! Financial planning can feel stressful even under the best of circumstances, let alone during times as unusual as these, but we delight in answering questions and providing our clients with clarity, no matter the circumstances!
#overwhelmed #answers #help #questions #answers #finance #retirement #planning #goals #startnow #utah #lefavi
Salt Lake City has a plethora of historical buildings, including the iconic Utah Governor’s Mansion. It was completed in 1902, and designed by the same architect that designed the Cathedral of the Madeleine, also in Salt Lake City.
#historicbuildings #mansions #utah #governor #utahgovernorsmansion #architect #historic #saltlakecity #utahistory #downtown #utahhistory #lefavi
How do you know when the markets are having an impact on your investment? Investing is a long-term strategy, but working with a financial advisor who is passionate about your personal goals can help you navigate market fluctuations more efficiently.
#markets #market #stockmarket #money #worktogether #advisor #utah #financefriday #saltlakecity #lefavi
Are you an expert?
Chances are when you are an expert people count on you to help guide their decisions because no one can be an expert at everything!
Financial planning is no different, and we are passionate about our financial planning experience.
#experience #experienced #experts #financialplanning #finance #money #investing #retirement #utah #saltlakecity #help #lefavi
It’s September, and that means that fall colors are going to start glowing all around us!
Where is your favorite location to view everything a Utah fall has to offer?
#hellofall #september #fallfoliage #autumn #fallcolors #aspens #cottonwoods #oak #maple #utah #lefavi
What does the word ‘savings’ mean to you? It might have changed since you were a child and opened your first bank account!
What can you do today to save money and keep more of it in your pockets/hands/account?
Happy National Savings Day!
#nationalsavingsday #savings #savemoney #budget #yourbudget #payyourselffirst #savingsaccounts #financialtips #finances #yourfinances #yourmoney #saveyourmoney #howtosavemoney #changeonething #lefavi #utah #slc
We’d like you to meet our very own Jennifer Yurth! She is our property manager, and brings to Lefavi Wealth Management a love of customer service, in addition to her property management experience! She loves this work, and we invite you to get to know her (and our entire team!) more!
https://lefavi.com/about-lefavi-wealth-management/our-team/
#ourteam #featureteammember #teamwork #collaboration #loveyourwork #customercare #clientcare #lefavi #utah #utahlife
You may feel like a lot has changed when it comes to your taxes in the last year, and you’re right!
But exactly WHAT has changed, and what does it mean for you and your family?
Don’t guess, know, and avoid big surprises when you file next year.
Want more information? Sign up for our newsletter today:
info@lefavi.com
#taxes #taxchanges #withholding #taxdeadline #questions #moneyquestions #yourmoney #nostress #moneymanagement #taxing #investing #retirement #family #utahfamily #utah #saltlakecity #investment #lefavi
How do you TRULY take care of your clients?
Having the freedom to do what’s in the best interests of our client is one of the things that makes Lefavi Wealth Management different, and we invite you to experience the difference for yourself!
#difference #different #client #bestinterests #freedom #empower #financialplanning #financialskills #portfolio #investmentplanning #invest #yourmoney #smartmoney #planahead #startnow #utah #saltlakecity #slc
The phrase “back to school” has meant a lot of different things to a lot of different people, and it hasn’t come without its challenges and struggles. Whether you are calling yourself ‘teacher’ for the first time this year, or have been holding the honor of the role for years now, Happy World Teachers Day to you!
#backtoschool #school #homeschool #virtualschool #onlineschool #onlineducation #teacher #teachers #teacherlife #supportteachers #worldteachersday #education #utah #saltlakecity #slc #lefavi
It’s the first day of October, AND it’s International Coffee Day? There’s only one way to properly celebrate this, and that’s with a cup of your favorite brew!
Here’s to a happy start to a new month and great conversations over coffee.
#coffee #hellooctober #october #fall #psl #internationalcoffeday #brew #java #ilovecoffee #utah #saltlakecity #morningcoffee #morningbrew #thursdayvibes #lefavi #motivation
What are the best places to view the best that late fall has to offer in Utah?
https://www.utahsbestvacationrentals.com/fall-colors
#fall #fallcolors #falltrees #visitutah #utahlife #utahfamily #iloveutah #travelutah #utah #lefavi
What’s your Monday routine? Don’t have one yet?
Start your week off the right way by practicing self care, planning for the week ahead, and celebrating last week’s victories.
#quotes #mondaymotivation #mondayquotes #motivation #mondaymorning #routine #morningroutine #money #wealth #lifegoals #ambition #lefavi #utah
“Expect the best. Prepare for the worst. Capitalize on what comes.”
Zig Ziglar
How are you managing the present, and preparing the future?
#future #plan #planningahead #capitalize #preparefortheworse #quotes #moneyquotes #financefriday #financetips #moneytips #lefavi #utah
Teams: you can find powerful examples of them everywhere, and all the good work that they do.
Doesn’t your financial future deserve a team of experts too?
Meet our team here!
https://lefavi.com/about-lefavi-wealth-management/our-team/
#ourteam #teamwork #teams #greatteams #greatteams #meetus #hello #yourteam #investing #invest #financialplanning #investment #retirement #yourmoney #youdeservebetter #utah #lefavi
No pressure, but Monday is one of the best days we know of to start something amazing, that you will thank yourself for a year from now!
#startnow #ayearfromnow #mondaymotivation #mondayvibes #mondaymorning #goodmorninggetgoing #wakingup #newweek #ambitious #investing #saving #money #wealth #growyourwealth #lefavi #utah
It’s National Boss’s Day, everywhere there’s a boss and we can confidently say that this year has been a hard one, for virtually every boss we know!
Great leadership is priceless, and we are blessed to have had a team of great leaders at our helm during this challenging year.
#nationalbosssday #boss #awesomeboss #leadership #bestbossever #worldsbestboss #bossman #bosslady #leadership #greatleadership #thankyou #goodbosses #utah #lefavi
Whatever you choose to do with your money, make sure that you’ve made a plan.
Buying an investment property? Managing your 401k, investing privately? Being successful in any of these areas requires having a plan.
Need a little help sorting it all out?
We're ready to talk!
#financefriday #wise #choosewisely #haveaplan #plannning #makingaplan #makeaplan #investing #retirement #money #yourmoney #utah #lefavi #saltlakecity
Have you counted your wins this year?
As 2020 winds down, it’s easy to count the losses, misses, and what-ifs, but what about your hits?
While there are many things that you cannot prepare for, the right advisor can help put you in a better position to bounce back, weather the storm or softly land.
#nextyear #unprecidented #challengingtimes #Covid19 #economy #personalfinance #retirement #investing #stockmarket #lifegoals #wellbeing #advisor #expertadvice #utah #saltlakecity #lefavi
With so many events being canceled this year, it’s hard to imagine just exactly how this Holiday season is going to feel, but here’s an easy way to keep track of what IS happening!
https://www.nowplayingutah.com/
#nowplaying #utah #utahevents #holidays #specialevents #family #familyfun #utahfamily #winterfun #weareopen #safe
Just because something is “cheap,” doesn’t mean it’s a good value.
This can be said for products, services, and stocks too!
Do your due diligence prior to investing in anything that seems too good to be true, and your future self with thank you.
#financefriday #cheap #cheaporgood #stocks #investing #value #invest #investwisely #wealthmanagement #advisor #valuable #utah #saltlakecity #lefavi
To all present and past U.S. Servicemen and women, we thank you for your service!
#veteransday #veterans #veteran #veteransday2020 #honor #serve #saltlakecity #utah #lefavi
Accounting may not be the flashiest or the easiest to comprehend of professions, but an accountant’s skill set touches each and every one of us, every day, in innumerable ways.
We tip our hats to the ones that the numbers speak to!
#internationalaccountingday #accounting #accountants #math #italladdsup #crunchingnumbers #beancounters #saltlakecity #utah #lefavi #investing #retirement
Feeling overwhelmed by the whole staircase?
When we are moving towards our financial goals, sometimes it’s helpful and motivational to focus on the little steps right in front of us first!
Examples?
If you packed a lunch, made more than the minimum payment, or checked your credit score today, you are making progress!
#mondaymotivation #savemoney #budget #monthlybudget #saveyourmoney #financialgoals #financialliteracy #moneymangement #planning #retirement #investing #progress #onestepatatime #babysteps #progress #makingprogress #lefavi #utah
How are you doing on your financial New Year’s goals? Make sure to schedule some check-ins to monitor your progress and make any adjustments that might be needed!
Monitoring your progress regularly will also help you avoid any surprises.
What are your financial goals for this year?
#newyearsresolutions #financefriday #monitor #goals #progress #retirment #investing #financialplanning #savingforthefuture #debt #creditcards #planning #lifegoals #money #lefavi #utah
What makes someone want to be an advisor? For our team, it’s a desire to teach, a love of problem-solving, and the satisfaction of helping our clients achieve their dreams to start!
Learn more about our team, their backgrounds, and passion for planning:
https://lefavi.com/our-team/
#teaching #lovetoteach #problemsolvers #chaseyourdreams #financialplanning #investing #retirement #moneymangement #future #planningforthefuture #yourfuture #advisor #career #satisfaction #careerchoices #lefavi #utah
Many people put off planning for their financial future because they think it’s already too late, or they don’t think they make enough to be able to make a plan.
While starting earlier and with more is always preferable, many individuals are pleasantly surprised by what they uncover after meeting with one of our advisors!
Wherever you are starting from, we’d love to take a look at your present and help you plan for your future!
#future #investing #mondaymotivation #startnow #juststart #investinyourself #advisor #financialplanning #moneymanagement #moneymatters #yourmoney #yourfuture #planforthefuture #nevertoolate #doitnow #today
Here’s a #financefridaytip to keep you motivated to achieve your financial goals.
Track your progress on a regular basis.
This way, you can see how your strategy is working, and even make adjustments if needed.
#SMARTgoals #financefriday #financetip #budget #financialgoals #goals #progress #progressoverperfection #utah #betterlife #lefavi #utahliving #utahbusiness #savings #moneymatters
Have you taken a look at your tax situation since last year?
With all the changes that took place, it’s still a good idea to have a second look and see how any changes may have impacted your long term retirement or investment strategies.
#taxchanges #planning #secondopinion #takecontrol #takecharge #financialplanning #finance #retirement #advisor #trust #newyearnewplans #lefavi #utah #utahlife #utahliving
