Drfinancialeducator

Drfinancialeducator Licensed Wealth strategist and financial educator at Pinnacle Elite

05/29/2023

It’s been said that “people don’t plan to fail, they fail to plan”….what additional measures do you need to put in place to get that plan going, to achieve that goal, whatever that may look like for you? No more delaying, GET TO IT!!! Have a wonderful Memorial Day!!!

05/01/2023

Your licensed financial strategist here wishing you a splendid new month! What financial goals have you set for the month??? Let’s go crush them 💪🏾👍🏾👏🏾..

04/26/2023

Have you considered how much you’ll need to live comfortably in retirement? Think about what you’ll need monthly or annually? Does your current saving strategy bring you closer to that goal? 🧐🤔😲..am here to chat further….

04/24/2023

Another financial literacy month tip for you. As you save, are you using strategies that act as a hedge against inflation? A $100 saved in January does not have the same purchasing power as a $100 saved in April…curious, we should talk….. literacy matters

04/21/2023

Hey all Happy Friyay! Did you know that April is financial literacy month? Remember to keep track of your savings strategies, tax advantage opportunities, retirement options and kids savings- college or otherwise…by the way have you considered other options aside from the 529? If not, we should talk…

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