CW.Finance

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05/25/2023

US Debt!

With talk of the US debt ceiling being raised it is important to stay in the loop about how these changes may effect you. The debt ceiling was raised in 2008 and I’m sure we all remember what else happened that year.

My brokerage is going to be hosting a special class this Saturday, May 27th to discuss what these changes could mean for your retirement plans. If you are interested in attending comment below or private message me to get the link.

04/06/2023

If someone tells you that they have a way to get rich quick

Run as fast as you can in the opposite direction.

The truth is that there is no quick way to get rich, it takes time and the right savings vehicle.

To figure out the best saving plan for you call, email, or DM for a complimentary consultation

949-276-1201
[email protected]

04/05/2023

Have you heard of the 3-legged stool?

For years, this concept referred to the three approaches that were needed to provide an individual with a stable retirement.

The three legs were:

Social Security, a Pension, and a 401K.

Now I don’t know about you, but that stool is looking a little wobbly to me in todays world 😬

With Pensions being as rare as a unicorn🦄 and Social Security being projected to run out in 2037, a lot of people are going to be relying only on their 401Ks to retire.

And the truth is, none of these approaches were EVER meant to help someone retire solely on their own.

Reach out if you are interested in learning about what other options are out there, to help give you some peace of mind about your retirement.

949-276-1201
[email protected]

04/04/2023

Being an employee isn’t a bad thing.

My first job taught me a lot about responsibility and gave me the opportunity to earn my own money, and not have to rely on my dad so much in my teen years.

But when I got older and started working full time, I started realizing that I wasn’t really in control of my life.

Some one always told me how much I was worth and when I could live my life.

I missed out on countless birthdays, holidays, and special events, because I didn’t get approved for time off.

I knew that I didn’t want that to happen for the rest of my life, but didn’t really see a way of getting out of that life style.

When I was presented with the opportunity to become my own boss, I was nervous because I was going to be leaving behind something that I had worked my whole life at.

But I knew that it was going to be the way for me to take back control of my life.

My agency is expanding, so if you are looking for an opportunity to take back control of your life, let’s talk!

949-276-1201
[email protected]

04/03/2023

One of the most common things I hear when talking to clients is

“I don’t have enough money to start saving”

The thing is, you don’t have to have a lot of money, you just have to start.

Try thinking about saving like starting to go to the gym.

When you start working out, you wouldnt jump right in to lifting 100lb weights 🏋️‍♂️

You would start light and will probably be sore, but you build up muscle and it gets easier.

When you start saving, it’s the same concept. You have to build up your saving muscles over time so it doesn’t hurt as bad.

If you have been wanting to start saving, but feel like you don’t have enough money, reach out for a free consolation

949-276-1201
[email protected]

04/01/2023

I think it’s safe to say that most people have thought about wanting to leave their family money after they pass.

It can sound like a daunting task, especial in todays economic climate, but to tell you the truth

It’s easier than you think!

With a properly structured savings plan you can have your money grow without ever thinking about it.

If you’re interesting in learning how you can pass down generational wealth to your family, reach out for a free consultation.

(949)276-1201
[email protected]

03/29/2023

Don’t get me wrong…

There are plenty of people who make a good living working as employees.

But when you are working for someone else there will always be a cap to your earning potential.

When you work for yourself, YOU get to dictate how much money you make!

Notice how I said earn vs make

When you are your own boss you work hard for what YOU want and MAKE it happen, instead of going to punch a time clock to EARN what SOMEONE ELSE considers a “living wage”

My agency is expanding, so if are looking for a way to MAKE YOUR dreams a reality, let’s connect.

Maybe we won’t be a good fit for each other, and that’s okay! Let’s sit down and talk to find out.

949-276-1201
[email protected]

03/27/2023

Let’s talk about “one-size fits all” strategies.

Plans like these give you a step by step guide, which is very appealing because it can be overwhelming figuring out how to navigate your finances.

But if you think about it, just because something works for someone else, doesn’t mean that it’s going to work for you.

Now, I’m not saying that these programs don’t work, all I’m saying is that each of us have our own unique situation, so how could one strategy possibly work for everyone?

Call, email, or DM me to set up a time for a free analysis of your unique financial situation.

949-276-1201
[email protected]

03/25/2023

With so many investment options out there it can be a bit overwhelming trying to figure out how and where to start.

A lot of people tend to want to start with stocks, since we all know the phrase

High risk = High reward📈

I don’t know about you, but I’m not a big fan of gambling with my money.

If you are interesting in learning about investment options that are

Low risk = High reward✨

Let’s connect!

(949)276-1201
[email protected]

03/24/2023

Debt is emotional 😣

So it makes sense that people want to get out of it as fast as possible

But…..

Most people put saving on the back burner until they’re debt free. Which unfortunately leads to a viscous debt cycle.

If you want to learn how to start saving while working on your debt, let’s talk ☎️

949-276-1201
[email protected]

02/08/2023

Nobody cares more about your money than you do!

So….

When it come to saving/investing it’s important that you know ALL of you options.

Not just the “traditional” options.

Contact me for a FREE one-on-one to find out what could work best for you!

12/20/2022

Welcome to my page!

When I was growing up, I saw how money caused my dad a lot of stress and anxiety. This made me view money as something that is scarce and unpredictable.

I didn't like that feeling and knew I didn't want to view money that way forever.

As soon as I could, I opened up my first savings account. Knowing nothing about money, my only goal was to save everything that I could, that's it.

I was going one step forward and two steps back because I was saving all I could with no plan.

As I got into my early adult years, I started learning more about how money works and becoming more financially literate. I've learned the importance of saving with a plan and how it will benefit my future self.

My goal is to share what I've learned and help others put a plan into place.

Like and follow my page to learn how to make money work for you, instead of just the other way around.

Address

Costa Mesa, CA

Telephone

+19492761201

Website

https://www.linkedin.com/in/cheyenne-whitacre-328263255/

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