Josh Passler, AAMS, AWMA - Financial Advisor at Core Planning, FinArt Owner

02/14/2022

"I've worked for 30 years...walked in 18" snow...up hill...both ways...I need to retire and live in Florida soon, but I am not sure when."

It's smart to talk to a professional about when you'll be moving to Florida, but in the meantime, use this tool to help you put your mind at ease.

Use this free tool to see how close you are to hitting your goals and to create a financial strategy. Request a consultation with a financial professional if you'd like to create a plan.

02/14/2022

How to position your practice for growth in 2022:

✅ Dynamic product shelf
✅ Business development programs
✅ Flexible affiliation models
✅ Team coaching & business consulting services

See more highlights from this Wealth Management article: https://bit.ly/2022-position-growth

New Year, New Approach: Positioning Yourself for Growth The new year typically brings optimism and opportunity—along with the curiosity to explore something n

02/09/2022

A new episode of PGIM Market Commentary is here – topics highlighted: Labor markets, earnings season, and the Bank of England. 🎧 Listen here: https://bit.ly/pgim-market-commentary

01/05/2022

These guidelines for saving, borrowing, spending, and protecting your money can help you build a solid financial foundation.

Keep your finances on track by following basic money rules. For example, save early for retirement and be strategic about your credit card usage.

01/04/2022

This economist shares why the 401(k) needs to be reformed if it’s going to be more than just an “accumulation vehicle” and turned into a true “retirement plan.”

Then-President Jimmy Carter signed a law in 1978 that changed retirement forever by introducing the 401(k), but one expert believes the benefit is "just now reaching full maturity."

01/03/2022

A recent Bank of America survey shows Gen Z women are less likely to feel knowledgeable about their finances. Here are the top five things Gen Z women can do to make sure they reach their financial goals.

According to a recent Bank of American survey, 51% of Gen Z adults are not yet financially independent -- but many of them want to be. The survey found that among those who are not fully financially...

12/30/2021

The journey has been amazing.