Better Financial Health in 15 Minutes (or less!)

We've talked several times about passwords and scammers and other parts of online security, but today we are talking about the impacts of those scams and how, despite our best efforts, your idenity still maybe compromised. What should you do if you think your information has been stolen or if you use services that have suffered a data breach? Stacey is here this week to tell you what to look out for and how you can minimize the damage to your financial situation and your idenity.

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

We are nearing the end of Q3 and, although we may not quite be ready, we are also looking forward to the last quarter of the year. What does that mean for your personal financial situation? This week, Stacey is helping you take stock of where you are so you can make sure you end the year on a high note and proud of the progress you have made in your financial health in 2023. 

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

We've talked before about internet security and passwords, but today we're talking about the people who do the bad things with your personal information and some of the most common ways they are getting people right now. Most importantly, Stacey is sharing helpful tips for how to protect yourself against the bad guys.

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

This week, Stacey is discussing an article she recently read discussion when people make their best financial decisions. Are you at the prime age for making decisions and are you making those good decisions? Or are you younger than that age so you want to get ahead of the game? Maybe you have people in your life that you can help make better decisions now so they are best prepared for the future. Maybe you're a little behind and want to catch up. There is still time, listen up this week to see what you can be doing now to make the best choices available to you.

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

The new school year is underway and if you have older students, they are already thinking about graduation. While they are thinking about the fun things, you need to be thinking about the practical things like financial aid for college. This week, Stacey offers some tips and things to keep in mind as you're sorting through all of the options for grants, loans and scholarships to see what may work best for your situation. 

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

It's back to school time and while that may mean a social media feed flooded with first day of school photos, it also means some kids are moving away from home for the first time. Stacey is here this week to remind us of some documents you should have for adult children to make sure both your child and you are able to access the information and care that maybe needed. No adult children in your home? Make sure you have these items in order for you and those you love. 

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

One of the bond rating agencies recently downgraded US government debt and Stacey is here this week to discuss what this actually means to us as individuals and as a country. She also has some thoughts on how this could be avoided in the future and what you may want to keep in mind as we look to an election year.  

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

It's August and we all know that once school starts, the rest of the year races by. Stacey is here this week to look back on the first half of the year and look forward to the rest of 2023. 

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

One of the easiest ways to keep your personal information safe is to choose good passwords. But the downside of choosing good, strong passwords is that then you have to remember them all. Stacey is here this week with some tips to choosing strong passwords and also how to manage them all, it's not as complicated as you may think!

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

It's summertime which means if you have kids around, they are probably constantly asking for food and money. While we aren't the go to source for snacks, we do have some suggestions for how you use this opportunity to start talking to your kids about how to be responsible with money. It's never to early to educate kids on savings, giving and spending and Stacey offers some other topics you should consider as they become older and move through college and beyond.

 Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.