Real Money Pros

It's our final week in the year 2021 and Nic Daniels gives you ten bits of financial advice to take with you into the New Year. What else are you going to be doing next year to boost your finances?

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Due to the markets being closed on Christmas Eve, we give your weekly review a day earlier than we usually do! Rand Paul, oil consumption, inflation, Build Back Better Plan, and more. We hope you have an amazing Christmas! 🎅

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

The week before Christmas brings lots of joy, family, and friends. This time of the year may be one of your slowest or it could be the busiest, but don't overlook some of the most important things going into the New Year! Nic gives you six things to pay attention to as you finish out this December.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

The lowering of the value of the U.S. dollar, inflation at roughly 6.2%, where to find good dividend-paying stocks, and much more. Tips on how to make the best out of your money by keeping as much of it as possible!

Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com

www.treecityadvisors.com

If you're looking for a hot real estate market – it looks like Hawaii is the place to be right now! Deal volume is at an all-time high. Properties are also being bought up all over Turkey due to the decreasing value of their currency. Chinese companies and more!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

We know that this isn't the most fun topic to talk about, but it's real and could very well happen to any of us. We also know that the best way to protect your family financially against the death of a spouse is to have life insurance. But if you have to wait a couple of months until you're able to cash out on your policy, you may be in a little bit of trouble...

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

The biggest financial news to hit the U.S. this week was the topic of inflation. What has caused such a large increase in a short period of time? Brian talks about what the numbers mean and the importance of staying ahead of increasing prices. Plus, Brian reads and answers your questions live!

Brian Wiley, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Here it is once again, your financial Week in Review! Jack in the Box, China, Evergrande, and U.S. inflation. What do you think was the most important thing that happened this week? 🤔

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Great job, you've fully maximized your Roth IRA's potential! That's an amazing start. Now, you're looking to put some more extra cash into accounts that will benefit you in retirement. Nic gives you some other options that will help you get the retirement you want, not the one you're stuck with!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Why are we so afraid of talking about our finances? Whether we're ashamed of the debt we've taken on or poor long-term planning, it can be hard to discuss money – even with our advisors! Brian, Alex, and Kent talk about the "Bucket Strategy" and how it is the basis to financial planning. If you're in the Fresno, CA area, be sure to come to our free workshop this week!

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com