We're proud to celebrate our 25th year in the wealth management business! Our longevity could not have been possible without the support of our partners, employees — and most of all — the loyalty of our valued clients. We thank you for continuing on this incredible journey with us.
Medicare open enrollment starts today. Because healthcare is one of the biggest expenses in retirement, it's wise to compare plans on an annual basis to see what is most cost-effective for you.
#Medicare #medicareopenenrollment #healthylifestyle
Medicare
October 14 at 11:08 AM ·
#MedicareOE starts tomorrow! It’s your opportunity to compare 2021 plans and choose what’s best for you. With plan premiums at historic lows, you may even find a less expensive plan to meet your needs! Visit https://go.cms.gov/33IFkER to preview plans available in your area.
If you like getting outside and contributing to the welfare of the environment, here's a "nutty" idea from the Virginia Department of Forestry.
https://tinyurl.com/y6hkqh99 #virginia #outdoorlover
INSIDENOVA.COM
State collecting acorns for 'forests of tomorrow'
Entering retirement with little or no debt is a worthy goal. Here are some simple tips on how to accomplish it. https://tinyurl.com/y5a3xrj8
#retirement #retirementplanning #debt
Kudos to Wealth Advisor Jim Christy on his recognition as a 2020 Five Star Wealth Manager — for the 6th year! Jim was among only 115 (5%) selected out of 2,535 candidates in the #DMV region. Learn more about his award at https://tinyurl.com/y376kla5
#wealthadvisor #financialplanning
REGISTER.GOTOWEBINAR.COM
register.gotowebinar.com
Northwest Financial Advisors
September 15 at 12:46 PM ·
We're pleased to partner with Rowan Tree and Northwest Federal Credit Union to present a complimentary virtual Financial Planning for Women workshop Thursday, Oct. 8 from 2-3pm. Register at https://bit.ly/35uF0uO or visit the Events page on Rowan Tree's website for more details!
Northwest Financial Advisors
September 15 at 12:46 PM ·
We're pleased to partner with Rowan Tree and Northwest Federal Credit Union to present a complimentary virtual Financial Planning for Women workshop Thursday, Oct. 8 from 2-3pm. Register at https://bit.ly/35uF0uO or visit the Events page on Rowan Tree's website for more details!
Markets opened in the green this morning despite election outcome uncertainty. https://bit.ly/3p4GGmb
#election2020 #markets
LPLRESEARCH.COM
Market Update: Wed, Nov 4, 2020 | LPL Financial Research
Charitable giving allows you to contribute to a cause close to your heart, and there are many ways to give that benefit you financially. One of our financial advisors can help you decide which option is most advantageous for you. https://tinyurl.com/y5ur3mju #charity #philanthropy #taxes
#community
THEBALANCE.COM
8 Types of Charitable Giving
Bats may be creepy or scary to some, but these flying Halloween icons are worth up to $53 billion per year to the U.S. https://tinyurl.com/y6yeokof
#halloween2020 #ecosystem #wildlife
The IRS must know it's Estate Planning Awareness Month. 2021 tax limits just released. https://bit.ly/31Vokd5
#estate #estateplanning #family
FORBES.COM
IRS Announces Higher Estate And Gift Tax Limits For 2021
New insights from the expert research analysts at LPL Financial. #markets #investingtips #newyear2021
LPL Financial
January 5 at 11:45 AM ·
2020 ended with a bang, as stocks had their best end-of-year rally ever. So what's in store for 2021? Our research analysts provide insights on a new season of #LPLMarketSignals. http://ow.ly/XUf550D0pK7
Goodbye 2020. Hello, we're so glad to see you, 2021!
#HappyNewYear #NewYearsEve2021
Before you decide to retire due to the pandemic or not, speak with a qualified advisor who can help you make the most favorable financial choices for your situation.
#FinancialGuidance #financialadvice #retirementplanning
LPL Financial
December 27, 2020 at 11:00 AM ·
According to a recent study, 13% of U.S. adults 55 and older say they plan to delay retirement because of the pandemic. http://ow.ly/5hdK50CPf8r
The difference between the two types of 401(k)s seems simple: pay taxes now or pay them later. But it's a little more complicated than that. An advisor can help you make the right decision for your circumstances. #retirementplanning #retirementplan #financialliteracy
https://tinyurl.com/ydykvrry
THEBALANCE.COM
When Does It Make Sense to Contribute to a Roth 401(k)?
From all of us at Northwest Financial Advisors, we wish you a happy and healthy holiday and the very best of the new year to come. #happyholidays #Holidays2020 #newyear2021
LPL Financial recently named our firm a 2020 Top Investment Program! We thank our advisors for their commitment to our clients' financial well-being which made this recognition possible. Learn more about the award at tinyurl.com/34qrmnwy
#success #financialadvice #investing
Looks like love is in the air! Americans plan to spend 32 percent more on gifts this Valentine's Day, according to the National Retail Federation. tinyurl.com/2fpe8xql
#ValentinesDay2021 #HappyValentinesDay2021 #valentinesdaygifts
CNBC.COM
Here's how much Americans plan to spend on Valentine's Day gifts
You can direct all or part of your Virginia tax refund into a Virginia529 college savings plan. tinyurl.com/45v4pb93
#collegesavings #EducationSavings #Virginia
VIRGINIA529.COM
Your Tax Refund Can Equal College Savings
The U.S. economy at a glance. https://tinyurl.com/10vo1jrz
#economy #jobs
BLS.GOV
United States Economy at a Glance
Some safe local Mardi Gras fun to consider!
tinyurl.com/3k67ew3w #mardigras2021 #mardigras
INSIDENOVA.COM
Workhouse Arts Center holding Mardi Gras celebration, parade Feb. 13
RIP to the pioneering actress, Cicily Tyson, who passed away Jan. 28 at the age of 96.
tinyurl.com/45fcwmcz
#BlackHistoryMonth #legend #RIPCicelyTyson
CBS News
January 28 at 9:10 PM ·
"When the time comes, what do you want us to remember about you?" — Gayle King
"I done my best. That’s all." — Cicely Tyson
#RIP to the legendary Miss Cicely Tyson. ❤️️
https://cbsn.ws/3tedew7
