Let us help you drive your financial success. #DiscoverYourValue https://positionwealth.com/
Student Loans can weigh on you as you enter the working world. One of the best strategies to pay off student loans faster is to make an extra payment per year. Since there are no prepayment penalties, you can make extra payments of any amount. #KnowYourValue
New week, new beginnings. #MindfulMonday #DiscoverYourValue
The question most everyone asks us is, “Will I have enough money to retire?” But you’re asking the wrong question. And that’s where we can help. #DiscoverYourValue https://positionwealth.com/
Retirement may sound like an overwhelming, unreachable goal — but it’s not a one-size-fits-all! Let’s talk about your personal vision for the future, instead. How you get there is governed by your unique situation and your unique needs. We can help. #DiscoverYourValue https://positionwealth.com/
We can’t wait to show you the difference a strategic financial plan can make in your day-to-day life. #DiscoverYourValue https://positionwealth.com/
Getting your finances in shape isn’t scary - all it takes is some discipline, consistency, and a good financial manager. We are here. #DiscoverYourValue https://positionwealth.com/
Wondering how to get started … That is exactly why we are here. We will think ahead, anticipate life’s milestones and deliver financial confidence. #DiscoverYourValue https://positionwealth.com/approach/the-services/
Planning for your future is what we do, so you don’t have to worry. #DiscoverYourValue https://positionwealth.com/
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐧𝐞𝐰𝐞𝐬𝐭 𝐛𝐥𝐨𝐠 𝐟𝐫𝐨𝐦 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐖𝐞𝐚𝐥𝐭𝐡: Insurance: Safeguarding Your Future
POSITIONWEALTH.COM
Insurance: Safeguarding Your Future - Position Wealth
It is easy to get to know us. We’re available to show you first-hand what we can do. #DiscoverYourValue https://positionwealth.com/the-firm/meet-the-team/
Planning for your retirement is essential. We have the team to make you feel secure in your financial decisions. #DiscoverYourValue https://positionwealth.com/
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐧𝐞𝐰𝐞𝐬𝐭 𝐛𝐥𝐨𝐠 𝐟𝐫𝐨𝐦 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐖𝐞𝐚𝐥𝐭𝐡: 401k Rollover Options
What to do with your former employer’s retirement plan depends on your personal goals, financial needs, and priorities. Everyone’s situation is different, and there are many factors you’ll want to take into consideration when deciding what’s right for you. There are pros and cons with each decision, and a few are irreversible, so they need to be carefully discussed with a financial professional. Read more.
https://positionwealth.com/401k-rollover-options/
POSITIONWEALTH.COM
401k Rollover Options - Position Wealth
Don’t be “SCARED” of your financial future. Let our team guide you!
13% of the U.S. population is 65 years or older. However, 30% of the U.S. population have 0$ saved for retirement. Let us help #DiscoverYourValue
Where do you want to be in ten years? Maybe choosing a career that has opportunities for growth is important in reaching your financial goals. These are questions you need to ask yourself when making a plan for the future. We can help. #DiscoverYourValue
Financial freedom comes in all forms. Maybe it is paying that unexpected car expense or fixing your roof without having to dip into your savings. We want you to be able to make life decisions without being overly stressed about the financial impact it will have on you and your family. We want you to have financial freedom. #DiscoverYourValue https://positionwealth.com/
Here are 6 easy tips to begin your journey to financial freedom. #DiscoverYourValue
• Identify your financial goals
• Understand the big picture of your finances
• Track your spending
• Make adjustments and create a budget
• Save and invest for long term
• Become accountable
FINANCIAL FRIDAY – We are here to help you stay the course on your road to financial peace of mind. #DiscoverYourValue
Stay cool in the present, and calm about the future. We help you understand what’s happening and help you keep your eyes on the big picture! #DiscoverYourValue
Today is the beginning of a new year and a chance for a fresh start! We hope you have a wonderful 2021! #DiscoverYourValue
We extra thankful this year for our clients, colleagues, families and friends. We wish peace and health in the New Year.
Wishing you joy and happiness this Christmas from all of us!
#MotivationalMonday – New Monday, New Week, New goal. Let’s do this. #DiscoverYourValue
Position Wealth gives us the power to serve you as independent fiduciaries. It means our only agenda is your financial well-being. It means we hold your trust sacred. Read a note from our founders, Danny and Cary.
https://positionwealth.com/the-firm/history-evolution/#letter
#DiscoverYourValue
FINANCIAL FRIDAY – We are here to help you #DiscoverYourValue
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐧𝐞𝐰𝐞𝐬𝐭 𝐛𝐥𝐨𝐠 𝐟𝐫𝐨𝐦 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐖𝐞𝐚𝐥𝐭𝐡:
The Pitfalls of Concentrated Stock, Trade Suspensions, and Trade Halts
https://positionwealth.com/the-pitfalls-of-concentrated-stock-trade-suspensions-and-trade-halts/
We connect with what matters to you. We are available to help you and your family understand your financial picture. #DiscoverYourValue
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐧𝐞𝐰𝐞𝐬𝐭 𝐛𝐥𝐨𝐠 𝐟𝐫𝐨𝐦 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐖𝐞𝐚𝐥𝐭𝐡:
Is Now the Time to Refinance Your Home?
POSITIONWEALTH.COM
Is Now the Time to Refinance Your Home? - Position Wealth
#MindfulMonday – Mondays are for fresh starts! It’s time to shine!
#DiscoverYourValue #happymonday #newweek #newgoal #newday #financialfreedom #financialplan #getstarted #Monday #goal
