INSIGHTS TO KEEP YOU
DOING MORE
INSIGHTS TO KEEP YOU
DOING MORE
WELCOME TO THE 25 FINANCIAL BLOG
As a team, we will strive to provide relevant insight to assist you as you invest more and do more with your life. The world of wealth management and finance is constantly evolving, so we aim to make it easy for our clients to stay up-to-date on the latest changes. We are honored to offer our experience and knowledge of the wealth management field to better equip and inform your investment decisions.
WELCOME TO THE 25 FINANCIAL BLOG
As a team, we will strive to provide relevant insight to assist you as you invest more and do more with your life. The world of wealth management and finance is constantly evolving, so we aim to make it easy for our clients to stay up-to-date on the latest changes. We are honored to offer our experience and knowledge of the wealth management field to better equip and inform your investment decisions.
TOP CONTENT
NEW POSTS
Avoiding Election Year Financial Worry
Every four years our screens get plastered with red and blue infographics hypothesizing the impact of every scenario and outcome. It gets overwhelming quickly and understandably drives many to disengage. Whether you are going to lean into the coverage for
Financial Planning basics for our Kids and Community
Financial Planning basics for our Kids and Community Should I open a Roth for my kids? Can you tell me some investing basics to get them started? Would these principles apply to inexperienced investors in my community as well? Yes, yes and
Change The Frailty Slope
Unlike the Geico commercial where we turn into our parents, recent findings have shown a variable interaction of genetics in determining your longevity. Even luck plays a role, but lifestyle and lifetime experiences have a strong influence on your biological
INSIGHTS FOR PHYSICIANS
The Go-Go Years
In my last post, we discussed the fact that there are two essential elements in life’s “periodic table” – time and health. You need Time to have Health and you need Health to have Time. Without Time and Health, you’re
ALTERNATIVE INVESTMENTS
FINANCIAL PLANNING BASICS
Financial Planning Basics – Risk Management
By Nathan Brooks Building a financial plan is like building a house – you start with the foundation, not the 2nd floor. Over the course of the year, we’ll be covering some basics of financial planning. These items aren’t exciting,
Advantages and Drawbacks of Being an Independent Contractor
What are the advantages of being an Independent Contractor with income reported on a 1099 versus an employee with income reported on a W-2? What, if any, are the benefits and drawbacks of being an independent contractor? Independent contractors will have to
OTHER ARTICLES
Health and Wellness in the New Year
Dear 25 Financial Family, Happy New Year! At 25 Financial, our Mission is to create More Time and More Money for our clients. But our Vision bigger. It is to help our clients live life to its fullest potential. What is
Life to the Fullest
What is Life to the Fullest Before the invention of the light bulb in 1879, people slept an average of 11 hours a night.[1] We are now down to 7. Accordingly, a 1967 U.S. Senate sub-committee predicted that by 1985,
SVB Market Perspective
The Effects of Recent Banking Events - a 25 Financial Perspective We wanted to pass along this insightful article from Vanguard related to the recent news with SVB and Signature Bank. While our confidence in the banking system remains high, it
Financial Market Lessons from 2020
How do you tell someone that you care about deeply, “I told you so?” - Michael Scott Financial Market Lessons from 2020
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Good News: The LLC and Trump’s Proposed Tax Plan
We have all heard that “What happens in Vegas, stays in Vegas.” I often tell my clients that this is how they can understand the legal benefits of a properly structured and maintained business entity such as a Limited Liability
