Category: Financial Advisement

5 Ways AI Is Helping Your Financial Planner Make You More Money

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 20 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.

What Mario Payne could say on
AI and Wealth Generation:

5 Ways AI Is Helping Your Financial Planner Make You More Money

 1) Enhanced Financial Forecasting and Risk Assessment. AI algorithms can process vast amounts of data to provide better predictive models. These advanced predictions can help financial planners understand market trends, asset performance, and risk factors, enabling them to make more informed investment decisions.

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The Wedding Season Is Here: Time to Talk About Insuring the Love

Available for Interviews: Teddi Ann Barry

Teddy Ann Barry, Esq. is a family attorney and writer who has been serving families through divorce and custody and has been practicing family law for over twenty years, and also comes with a wealth of experience in mediation and collaborative law. She is also the author of The Do-It-Yourself Guide to Divorce in Colorado.

What Teddi Ann Barry can say in an interview on
Prenuptial Protections:

    • While some may scoff at the idea of a Prenuptial Agreement we advise couples to sign the prenup and insure the love!
    • Julianne Hough and Brooks Laich are finally divorced after separating 2 years ago. Lucky for them, they determined there wouldn’t be spousal maintenance or shared property upon marriage.

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Mitigating the Financial Racket of Divorce

Available for Interviews: Teddi Ann Barry

Teddy Ann Barry, Esq. is a family attorney and writer who has been serving families through divorce and custody and has been practicing family law for over twenty years, and also comes with a wealth of experience in mediation and collaborative law. She is also the author of The Do-It-Yourself Guide to Divorce in Colorado.

What Teddi Ann Barry can say in an interview on
Mitigating the Financial Divorce Racket:

DIVORCE HAS FINANCIAL CONSEQUENCES

    • Sure you want to keep the house. Can you afford it?
    • Should you negotiate trading equity in the house for the retirement account?
    • How much do you need to earn each month to be ok?

Especially now, with maintenance laws changing, the rise and fall of property values, and the expense of creating two households and families from one, you must talk to a financial adviser.

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Top 3 Ways to Save Time & Money Getting Divorced

Available for Interviews: Teddi Ann Barry

Teddy Ann Barry, Esq. is a family attorney and writer who has been serving families through divorce and custody and has been practicing family law for over twenty years, and also comes with a wealth of experience in mediation and collaborative law. She is also the author of The Do-It-Yourself Guide to Divorce in Colorado.

What Teddi Ann Barry can say in an interview on the
Top 3 Ways to Save Money & Time Getting Divorced:

 1. Sign a prenuptial agreement

Sign a prenuptial agreement before you get married or a postnuptial agreement after you marry that details the financial division of property and debt and address spousal support before ever worrying about getting divorced.

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Inflation: 5 Strategies to Control Your Money Now

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow clients’ wealth. He is the author of the forthcoming book, Money Rules: 9 Rules to Massive Weatlh.

What Harry Abramhamsen can say in an interview on
Protecting Your Financial Future:

  • Inflation is here. We feel it at the pump, in the grocery store. Inflation is like the stealth tax, money is there, but it disappears quickly. You just must be smart about your Money Rules.
  • There are tens, if not hundreds, of invisible forces actively invading your wealth, sometimes all at the same time, and if you don’t build a moat around your paper castle, it will be plundered.

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Fall Cleaning Your Finances: 5 Ways to Keep Your Finances in Check

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow clients’ wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine. Abrahamsen is the author of the new book, Money Rules: 9 Rules to Massive Wealth.

 

What Harry Abramhamsen can say in an interview about
5 Ways to Keep Your Finances in Check:

  1. ANALYZE YOUR FINANCES
    QUARTERLY OR BI-ANNUALLY

You want to make sure that your long-term strategy is congruent with your short-term strategy. If the short-term is not working out, you may need to adjust what you are doing to make sure your outcome produces the desired results you are looking to accomplish. It is just like setting sail on a voyage across the Atlantic Ocean. You know where you want to go and plot your course, but there are many factors that need to be considered to get you across and across safely. Your finances behave the exact same way. Check your current situation and make sure you are taking into consideration all the various wealth-eroding factors that can take you completely off course.

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5 Simple Ways to Fall Clean Your Finances

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Staying on Top of the Big Picture When It Comes to Your Finances:

 1. Analyze Your Finances
Quarterly or Biannually

You want to make sure that your long-term strategy is congruent with your short-term strategy. If the short-term is not working out, you may need to adjust what you are doing to make sure your outcome produces the desired results you are looking to accomplish. It is just like setting sail on a voyage across the Atlantic Ocean. You know where you want to go and plot your course, but there are many factors that need to be considered to actually get you across and across safely. Your finances behave the exact same way. Check your current situation and make sure you are taking into consideration all of the various wealth-eroding factors that can take you completely off course. Continue reading “5 Simple Ways to Fall Clean Your Finances”

Is Your Brain Wired for Wealth?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

The hidden side of personal finance:
How your brain works to control money decisions

“The neural process underlying that which we call creativity has nothing to do with rationality. That is to say, if we look at how the brain generates creativity, we will see that it is not a rational process at all; creativity is not born out of reasoning.”                                                                                     –Rodolfo Llinás

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Make More Money by Making These 5 “Money Moves”

Available for Interviews: Suzanne Powell

Suzanne Powell Suzanne is the founder of Capital Strategies Group, and acting Vice-President of Meridian Wealth Management. She is also the author of the newly released book, The Ultimate Money Moves for Women Over 50.

What Suzanne Powell could say on
Making More Money:

With inflation rising and wages staying stagnant, how can you increase your income? The author of Money Moves has some strategies.
Here are 5:

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Avoiding Court and Litigation When Getting Divorced

Available for Interviews: Teddi Ann Barry

Teddy Ann Barry, Esq. is a family attorney and writer and has been serving families through divorce and custody and has been practicing family law for over twenty years, and also comes with a wealth of experience in mediation and collaborative law.

What Teddi Ann Barry can say in an interview on
Avoiding Court & Litigation When Getting Divorced: 

    • Divorce is one of the most emotional events a person can experience. In fear, in despair, and often complete devastation people are often reacting and working from a place of confusion and anger.  This may lead to hiring the wrong attorney, not consulting experts before signing agreements, or failing to act when you should.

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