Confidence Wealth

Money Confidence Have questions? Connect with me. Phone: (310) 820-4411 Email: [email protected]... Website: icwm.com Facebook: https://www.facebook.com/confidencewealth/ YouTube: https://www.youtube.com/channel/UCYq8cMQEvGRvqwKWO1vctog LinkedIn: https://www.linkedin.com/company/confidence-wealth/ Twitter: https://twitter.com/confidencewealt Instagram: https://www.instagram.com/confidence.wealth/

Watch the FULL roundtable replay https://icwm.link/roundtable-2021-02-10 #wealth #investmentstrategy... Confidence Wealth is a registered investment advisor in the state of California and Nevada, and the information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart you may be able to reach both goals if you make some smart choices now. Know what your financial needs are. Figure out what you can afford to put aside each month. Retirement takes priority.... If possible, save for your retirement and your child's college at the same time. Download your free copy of Tips to Retire to learn more https://zcu.io/5Jau #confidencewealthmanagement #financialplan #wealthmanagement #retirement #retirementplanning #financialeducation #financialplanning #educationplan #financialgoals #retirementgoals #retirementlife #retirementplan #retirementsavings #financialliteracy

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Wishing you a very happy new year! May the new year bring you peace, joy, happiness and adventures! We can't wait to see what 2021 has in store! #happynewyear #2021 #ConfidenceWealthManagement #newyear

Should you self-fund long-term care or get insurance? There's no one-size-fits-all solution. Connect with the Confidence Wealth Management team to learn more about which option may be best for you. Learn More: https://zcu.io/rro1 Click : https://zcu.io/7Ht2... #confidencewealthmanagement #financialplan #financialadvisor #wealthmanagement

"Successful investing is about managing risk, not avoiding it." Benjamin Graham #mondaymotivation #confidencewealth #successfulinvesting #managingrisk

If you’re having trouble wrapping your mind around what you should do, you might want to begin by focusing on what you shouldn’t do. Here are three mistakes you’ll want to avoid to help ensure a comfortable retirement: 1. Not having a retirement income strategy. 2. Not saving enough. 3. Overlooking the impact of inflation and taxes. ... Learn More: https://zcu.io/qYX4 #confidencewealthmanagement #financialplan #financialadvisor #wealthmanagement #retirement #retirementplanning

Wishing you a very Merry Christmas full of all the love and warmth the season has to offer! Check out a few special seasons greetings from the Confidence Wealth family to you and yours - https://zcu.io/bflr #MerryChristmas #happyholidays #Christmascheet #holidayseason #ConfidenceWealth