Wealth Stack

06/10/2022

We've raised over $12,000 with our campaign!

What does this mean for Wealth Stack and our current and future users?
It means that we can...

🚀 Continue investing in our high-level partnerships with platforms like Quickbooks, Q2, and Stripe.
🚀 Increase our content creation efforts to reach more everyday Americans and business owners looking to improve their financial health through our high-level, easy-to-understand content.

Overall, though, this crowdfunding campaign allows us to continue with our mission: to make being a business owner simple.

INVEST NOW TO BE A PART OF THE WEALTH STACK MISSION: https://loom.ly/1jfZsyM

06/10/2022

For our this week, we're going to help you understand how to prioritize your financial planning process. Here are some tips from the most important to the "least" (not that investing in real estate is the "least" important, it's just not something you should focus on until you've got everything else covered):

➡️ Focus on paying off debt and stabilizing your savings. Here, it's important that you get your credit score right as it's the foundation of your wealth and financial future.
➡️ Then, increase your savings through good investments such as mutual funds or home ownership.
➡️ Now you're ready to really grow your financial future! This probably looks something like investing in stocks and bonds (the Wealth Stack app can help with that!).
➡️ Finally, if you can, it's time to take on more risk.

🔔 Don't forget to follow for more just like this!

06/09/2022

🚨 IS YOUR BUSINESS COMPLIANT? CALIFORNIA BUSINESS OWNERS HAVE A DEADLINE APPROACHING IN EXACTLY 3 WEEKS!

If you're the owner of a business registered in the State of California, the deadline to meet state retirement requirements is quickly approaching. Ensure you're compliant before the June 30th, 2022 deadline or risk fines of up to $750 per employee.

Get in touch with the Wealth Stack team to talk about your options!

06/07/2022

Are you a in 2022? It pays to invest in the financial wellness of your employees.

The Corporate Wellness Magazine notes that when business owners focus on the financial wellness of their employees, they are often able to reduce unnecessary expenditures due to absenteeism, lost productivity, and benefit-cost overruns. What does this equate to in terms of offers?

It means you can more easily ATTRACT & RETAIN TOP TALENT! During the Great Resignation, that's more crucial than ever.

Click to learn about how you can help invest in your employees via our and financial literacy app: https://loom.ly/fh-VlS8

06/06/2022

DON'T FORGET! WE ARE CROWDFUNDING! 🚀

View our campaign here to learn more about how you can invest in Wealth Stack's success: https://loom.ly/1jfZsyM

Your Path to Financial Freedom

06/03/2022

Here's your tip and template! 💰

Whether you're just starting out and learning or are experienced and need to revamp your savings strategy, you can use this checklist to help you kickstart your personal finance journey.

06/02/2022

listen up! Trying to increase employee engagement this year?

✅ Celebrate daily wins
✅ Give employees autonomy
✅ Invest in extended learning
✅ OFFER RETIREMENT BENEFITS

For as low as $49/month + $7 per employee, you can offer outstanding employee retirement plans that will not only help your employees grow their wealth as they plan for retirement but also help you attract and retain the top talent you need to scale your business.

Happy employees equal productive employees, and that all increases your ROI and bottom line. 📈

06/01/2022

Want to receive high-quality financial tips, stock updates, and information regarding business finance, retirement & more?

SIGN UP FOR OUR FREE NEWSLETTER ➡️ https://loom.ly/8x-DYpE

05/31/2022

Are state-mandated retirement plans the right option for your business? 🤔

Our Founder & CEO recently published an article in Forbes titled "The Impact Of Government Retirement Requirements On Small-Business Owners."

Read the full article here to learn more about these retirement plans and the better alternatives out there for you: https://loom.ly/abc47HE

05/13/2022

Happy Friday! As a gift from us to you for making it through the week, we're giving you our free budgeting worksheet. Be sure to save this post to look back on next time you're working on for your household!

What do you think? Is this close to the budgeting template you usually use? Or, do you not use budgeting templates because you're not sure where to start?

05/12/2022

🚨 IS YOUR BUSINESS COMPLIANT?

If you're the owner of a business registered in the State of California, the deadline to meet state retirement requirements is quickly approaching. Ensure you're compliant before the June 30th, 2022 deadline or risk fines of up to $750 per employee.

Get in touch with the Wealth Stack team to talk about your options!