The Finance Hero

The Finance Hero We teach financial literacy to families. Licensed in both real estate and finance.

Trip to the National Aerospace Museum. Bucket list item accomplished. Always wanted to see a space shuttle in person.
12/30/2022

Trip to the National Aerospace Museum. Bucket list item accomplished. Always wanted to see a space shuttle in person.

12/06/2022

👉Are you on track with your retirement savings?

Age 30 -1X Your Salary
Age 40 - 3X Your Salary
Age 50 - 6X Your Salary
Age 60 - 8X Your Salary

😮If you are not on track, it's time to start saving more money in the right places. Attend our my free webinar to learn your options. Click the link in my bio.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

❓Tax deferred or tax advantaged. IRA vs ROTH IRA? 401k vs IUL.💰When I run illustrations, they match up to be almost equa...
12/05/2022

❓Tax deferred or tax advantaged. IRA vs ROTH IRA? 401k vs IUL.

💰When I run illustrations, they match up to be almost equal as with an IRA/401k, even though you will end up more money, you need to pay taxes.

👉I think it comes down to this. With a tax advantaged program, you don't need to pay taxes on withdrawal. With tax deferred, what will your tax rate be when you retire? No one knows. Although, I know our country is in serious debt right now and Uncle Sam will need to collect from somewhere.

😮When you retire, you are often at your highest tax rate because most of your big deductions may be gone. Deductions on dependents are gone and your house may be paid off. Withdrawing from a program like an IRA or 401k could put you into a higher tax bracket since it counts as income. This could negatively impact any social security you receive or supplemental job income.

😎It's best to speak with a financial professional to figure out your options. Talk with an accountant because tax laws always change. This is not official financial or tax advice. Learn more by clicking the link in my bio.

📈Click the link in my bio to get your FREE guides to money and my budgeting worksheet.

Download these FREE:
1. Budgeting
2. Life Insurance
3. Index
4. Core Financial Concepts

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

12/05/2022

👉You don't need to sit at a computer and watch the stock market all day to invest your money. Most people don't have time to do that. Invest in the index and use the power of compound interest to grow your net worth to financial freedom.

📈You should strive to budget at least 20% of your income towards your retirement savings. Attend my free webinar to learn options to start saving in an index.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

12/04/2022

😮Write down 3 things that you want to purchase, experience, or to before the day you die. Good chance it involves things that cost a lot of money. Maybe it's traveling, Zero G plane ride, contribution, dream home for your family.

👉If you got a terminal illness and learned you only have one year to live, could you afford to do those things. If not, did you know some life insurance offers a terminal illness rider. This gives you all or a portion of your death benefit tax free while you are alive. The money could give you the opportunity to accomplish your bucket list or even try to extend your life with experimental treatments not covered by insurance.

💗Life insurance is not just death insurance. It can protect much more. Tap the link in my bio to learn more.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

👉If you want to invest to financial freedom and this sounds like You, sometimes it is best to keep things simple. Get li...
12/03/2022

👉If you want to invest to financial freedom and this sounds like You, sometimes it is best to keep things simple.

Get life insurance with long term care, save 20% of your money every year, get an emergency fund with 3-6 months of reserve, and invest your money in index funds.

Click the link in my bio to get your FREE guides to money and my budgeting worksheet.

Download these FREE:
1. Budgeting
2. Life Insurance
3. Index
4. Core Financial Concepts

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

12/03/2022

💲The wealthy 1% of our population is often armed with tricks and tax shelters that most of us are unaware. This is because they can afford savvy financial advisors that only work with high net worth individuals. One of the things up their sleeve is Cash Value Life Insurance.

📈What are some things that it can do?
1. Create instant generational tax free wealth in the event of death
2. Provide long term care protection
3. Provide a terminal illness to help pay experimental treatments, bucket list items. etc.
4. Protect against critical illnesses
5. Cash value growth can be used as a tax free retirement supplement
6. Hedge your money against market loss
7. Some life insurance cash value is protected against judgements
8. Some life insurance cash value is not counted as an asset for financial aid.
and more.... 50% of the cash value in this country is owned by the wealthy 1%. What are you doing with your money? Learn more by attending my free webinar or set a 1 on 1.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

12/02/2022

✅Would you buy a new LED television and pay 3X more for it? Doesn't make any sense, right? That's what could happen if you overspend on Christmas gifts and pay the minimum on your credit over a long period of time.

This Christmas, give yourself the gift of budgeting and limiting your spending. For kids, maybe you can start them on a college savings program or purchase investments for grandchildren. If love is measured by the amount your are spending then you should re-evaluate your relationships.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

12/01/2022

👉Are you saving enough each month to hit a goal of $1,000,000 at age 65? The longer your wait, the more expensive it will become and the higher the chance that you may never retire financially free.

📈Budget at least 20% of your income towards your retirement.
Not sure where to put your money, join financial literacy workshop.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio:
1.Get my FREE budgeting and money worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

Ever walk into a Home Depot or Walmart and see someone laboring beyond their working years? Do you think this is what th...
11/25/2022

Ever walk into a Home Depot or Walmart and see someone laboring beyond their working years? Do you think this is what they envisioned for their retirement? How about you? If you don't plan now and learn how to make better decision, you may end up up working the rest of our life. Attend my FREE webinar to Master The Money Game. Click the link on my BIO or private DM me!

👉Want to know something that rich people do? They don't just use life insurance to protect their families. Attend my nex...
11/24/2022

👉Want to know something that rich people do? They don't just use life insurance to protect their families. Attend my next FREE Webinar to increase your financial literacy. Click the link in my bio and select "Learn The Money Game".

⭐Make the decision to learn the money game. 💲 Live within your means. Stop buying things you can't afford. Make an effor...
11/23/2022

⭐Make the decision to learn the money game.

💲 Live within your means. Stop buying things you can't afford. Make an effort to save 20% of your income. If you make $100,000 a year live like you make $80,000.

Save this money in a place that will grow faster than inflation. You will eventually reach financial freedom. Not sure what to do. Click on my bio to get FREE guidance.

💚SHARE THIS MESSAGE with someone who needs it and FOLLOW for more content.

🏦Click the link in my bio to
1.Get my FREE budgeting worksheets
2. Set a FREE 1 on 1 Financial Strategy Session
3. Attend one of our FREE money game workshops
4. Learn about career opportunities

Address

1410 N 31st. Street
Philadelphia, PA

Telephone

+14844664644

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