Envision Wealth Planning @Envision_Wealth
#ValuesBased #FinancialPlanning - Founder, @JBrewerCFP. We work with clients throughout the USA on #Financialfreedom #Financialliteracy #FinancialGoals envisionwealth.us Chicago Joined November 2012-
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Student loans don't have to create negative emotional responses. What if we thought about them the same way we think about mortgages? forbes.com/sites/jbrewer/…
Another Article Published! Let us know what you think and if you have a topic you would like us to address soon! envisionwealth.us/misunderstood-…
We partner with PayforEd to check your options for repaying student loans. Clients can SAVE on loan payments. Check out our webinar July 28th to learn more!
Planning a webinar for July on student loan debt repayment. Any specific topics we should cover?
Did you know you can choose investments that support your ethics and values? Check our FREE event on THURSDAY for more info! conta.cc/3p9XrB8
African American Financial Advisors can provide support for you! Search the data base at conta.cc/3PhKjo1 conta.cc/3NBKuJW #juneteenth #supportblackownedbusinesses #finance #advisor #forbes
If you have student debt, federal loans will begin incurring interest again this year. We have been helping lower debt payments as part of our financial planning services. Check out this free article for tips and tricks. conta.cc/3N9G63k
If you have been you reading our recent articles, you'd know that it is possible to make sure even your company 401(k) is ethically invested! How is this possible? Check out our (k)vesting service: conta.cc/43zPBQn envisionwealth.us/401k-investing/
Care to know where your money goes? James Brewer explains how to check on the ethics of your investments on Forbes! #ethics #investing conta.cc/45YhXoW
We have been talking about 401k investing lately. Have you wondered if your company's plan is worth participating in? Check out our articles for answers before our Webinar on June 22nd! conta.cc/3Nda87w
Did you know you can change your investments in your employer's 401k plan? Check out this article to learn more! envisionwealth.us/need-help-with…
June Webinar is coming up! We'll be talking with @CWTipper about how employers choose 401k investments. Join us with this link: us02web.zoom.us/webinar/regist…
We are excited to introduce our Marketing Manager, Lydia Hochstetler! Lydia will be curating the prospect, client, and audience experience for our financial services and events. Check our full team on our website! --> envisionwealth.us/meet-our-team/
Our first webinar recording is published! You can see it on our website on our Events and Presentation page or you can check it out here! James Brewer explains the benefits of a Solo 401k for the business owner and the owner-only business. vimeo.com/830672678?shar…
Envision Wealth Planning is excited to announce our official webinar, "Envision Money Making Sense!" every fourth Thursday of the month. May 25th we will start a mini series, "Small Business, Big Moves" for owner-only businesses & small business owners! conta.cc/3Ma5Trk
James Brewer will be providing insights on evaluating financial advisors during this March 16th webinar. Do you know who regulates your financial advisor? eventbrite.com/e/483888673047
Using #Roth Conversions To Reduce Taxes And Give Tax Free Money To Family forbes.com/sites/jbrewer/… via @Forbes #retirement #tax
Want a better investment #returns recipe? Look no further! A BETTER investment returns recipe is the formula for stipulating personal #investment return goals! We have a different #investing approach based on 90+ years of financial science! Read on>> ow.ly/YlML50LrcnH
Envision Wealth Planning #SustainableInvesting We believe that having multiple research sources and engaging with our investment providers is a wise approach to getting it right for our clients! Learn more: ow.ly/7tpL50Lqj9M #portfolio alignment? > bit.ly/YS-Envision
What's Values Based #FinancialPlanning? It's about pursuing #financialgoals aligned with your #personalvalues. How do you incorporate values into an #investmentportfolio? Read on!> ow.ly/eYEC50L9xTb Qualify for a values-based portfolio analysis: ow.ly/T8TY50L9xT7
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@TKopelman Very polite, Thomas. And I don't agree with it either. :) I think the sentiment is more "don't write another Roth vs. pre-tax blog post just like all the other ones that already exist." A unique PoV or unique voice can make anything interesting/helpful.
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I used to be concerned when people unsubscribe to my mail. Not anymore. Today I had 4 unsubscribe and 34 new subscribers. It is all perspective. I focus the ones that want to be in the community.
I'm back in the @WBEZreset host chair today. I'll be talking about Lance Williams' new book. Tune in at 11a!
It’s strange to me that the founding sponsor for the CFP Board’s Center for Financial Planning does financial planning for “free.” How valuable is free financial planning when it’s merely a gateway to paid implementation?
Read an email from a Primerica broker this morning, telling the client that only A & C shares were available to the public and all other shares were for institutional investors and had $1m minimums. When brokers can openly lie, in writing, how asleep at the wheel is compliance?
There are many legit, correct criticisms of index investing. Can also make the case that idx outperform (ie, failure of active) tied to one historical regime. But *40 years* of outperformance also true. Non-trivial wealth creation. "Lucky?" Maybe, but at some level, who cares.
I’m a total fan boy at Shift. So many people I get to see in person. I’m listening to @brianportnoy , @danikaw is making a comment, @lady__bost is next to me @ppearlman is next to her and @MJNewfield is next to him. @KristyArchuleta and @MaryBellConsult @MeghaanL are right in…
I'M GOING TO BE AN ANESTHESIOLOGIST😭❤️ #Match2023 #AnesthesiaMatch
Attached is our initial MPI/IUL Monte Carlo simulation. Please note, for comparison purposes, we've assumed no 401(k) employer match and investment fees of 1.00%. Access to our resources and analysis is currently free. You can support us by sharing our work.
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