Now more than ever it is important to make sure we are being positive members of our community and good neighbors. On National Good Neighbor Day, here are some easy and mostly free things you can do to help you be a good neighbor to those around you. #GoodNeighborDay
Detailed policy comparisons make the most sense when you know exactly what you're looking for. If you need assistance with this, make sure to reach out to our team so we can help you through the process. https://hubs.li/H0vG3sY0 #LifeInsuranceAwareness
In case you missed it, here are some tips to help protect your wealth as you get older. https://hubs.ly/H0vF_n80 #RetirementPlanning #ICYMI
When looking for your Life Insurance policy, make sure you are picking the one that is right for you. There are a few factors to be aware of, click here to view them: https://hubs.li/H0vG79N0
According to a 2019 study conducted by Life Happens and LIMRA, which closely follows life insurance trends, nearly 50 percent of Americans say that they have no life insurance coverage at all, even though over two-thirds of Americans recognize the need to obtain it. Click here to learn how you can assess how much life insurance you and your family will need:https://hubs.li/H0vF_mn0
Long-term care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies. https://hubs.li/H0vFSns0
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What to Look for in a Long-Term Care Policy
The COVID-19 pandemic has reshaped our lives in unprecedented ways, forcing us to stay at home more, adjust our spending habits, and even reevaluate our retirement hopes and dreams. Here are some ways we suggest you adjust your spending habits post-pandemic: https://hubs.li/H0xC1Gd0
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COVID Change How You Think About Spending?
In honor of Financial Planning Month and today being National Savings Day, here are some helpful tips for you to utilize yourself or to pass along to your family so they can start saving.
No matter what age group you are in, there are certain things about financial planning that each generation should focus on to allow them to obtain their current and future goals. https://hubs.li/H0xC95X0
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What Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?
What questions do you have about your financial plan? Our team is here to help, even if it is to give you a second opinion on your current financial plan. Click here to contact us today: https://hubs.li/H0xC1FX0 #FinancialPlanningMonth
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Contact | Sequoia Financial Planning
Now that we have spent most of September discussing Life Insurance, test your Life Insurance knowledge with this quiz: https://hubs.li/H0vF_nY0
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Test Your Life Insurance Knowledge
At the end of the day, Life Insurance is all about protecting those that matter most: your family. Check out this presentation to get the facts that you need about Life Insurance so that you can make an educated decision when it comes time to pick a policy: https://hubs.ly/H0vFZSN0
SEQUOIAFINANCIALPLANNING.COM
Protecting Those Who Matter Most
Our newest ebook titled Estate Strategies: Critical Elements of an Estate Plan will help you get started with the essential information about estate planning. This ebook outlines the critical elements to consider as you explore your estate strategy. https://hubs.li/H0xC9670
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Estate Planning eBook | Sequoia Financial Planning
It's Estate Planning Awareness Week!
Do you have an estate plan in place? If not, this is the perfect time to start planning! Here are 12 Estate Planning Must-Dos: https://hubs.li/H0xCctl0
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12 Estate Planning Must-Dos
Credit is an important part of financial planning. Take some time out of your day to assess your credit goals and needs. It's also important to educate your kids early on credit as well!
Here are some tips on what to teach them and how they can start building credit.
- First, advise them on saving
- Teach them the difference between a debit & credit card
- At 18, encourage them to sign up for a student credit card to start building credit
- Co-sign on a loan or lease for them
- Make sure they are reporting all forms of credit to the credit bureau: internet bill, phone bill, utilities, etc.
- Once you have gone through this list, ensure that you continue to jointly monitor credit and continue educating your children on their finances.
#FinancialPlanningMonth
Give a little on Giving Tuesday. After getting your holiday shopping out of the way, it's important to give back to your community and organizations that do good. #GivingTuesday
National Computer Security Day being the same day as Cyber Monday this year is some coincidence! Computer security is so important, especially while shopping online. Antivirus software, strong passwords, backing up data are all good first steps to help ensure safety.
Keep it local and help the small businesses in our community thrive. What is your favorite small business?
Happy Thanksgiving from Sequoia Financial Planning! What are you thankful for today?
Don't forget to register! One more day until our webinar on Year-End Tax Planning Strategies. Click below to save your spot.
What you will get out of this session:
- Tax strategies for the current landscape.
- Actionable planning considerations you should be making.
- Potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.
- Opportunity to have your questions answered in our Q&A portion.
#YearEndPlanning #TaxStrategies #Webinar
https://hubs.li/H0B00fJ0
US02WEB.ZOOM.US
Welcome! You are invited to join a webinar: Year-End Tax Planning Strategies. After registering, you will receive a confirmation email about joining the webinar.
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Make sure you understand the basics: http://www.sequoiafinancialplanning.com//resource-center/insurance/understanding-long-term-care
Happy #SuperBowl Sunday🏈 Chiefs or Buccaneers?
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Check them out here: https://hubs.li/H0FZnNn0
SEQUOIAFINANCIALPLANNING.COM
Common Retirement Investment Mistakes
Here are some tips to help you keep your data safe while surfing the web on National Data Privacy Day! #DataPrivacyDay
Consider leveraging tech tools to help you stay on pace with your New Year's resolutions. For instance, you may want to look at a budgeting app that syncs with your bank account and alerts you when you've overspent in a certain category. Or you may want to explore other tech tools — your financial professional may have ideas for you. #NewYearResolution
Tomorrow at 12pm CST is our FREE "Outlook 2021: Powering Forward" webinar!
We'll talk about stocks and bonds, the economic environment, but in the background will be new challenges, new opportunities, and new ways of doing things. Click here to register: https://bit.ly/2LPbqZq
In 2021, the deadline for submitting your income tax return is likely to return to the regularly scheduled time slot on April 15. To prepare to file your 2020 income tax return, keep the following tips in mind. https://hubs.ly/H0Dhh5N0
#TipTuesday
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Tips for Tax Preparation
