Charlie’s Post

In the early days of widowhood, one of the last things you want to deal with is money. But there are financial decisions that do need to be made quite quickly after. And those can feel pretty overwhelming, especially if your partner was the one who managed most of the money before they died. Here’s some useful, compassionate advice from Ellevest Private Wealth Advisor Ashley Bleckner, MA, CFP®, CDFA® on what to do in the aftermath: https://lnkd.in/eu_vC2W2.

🎃 A spooky statistic! 📈 This Halloween, we've got a truly frightening fact to share: Did you know that only 1/3 of people around the world are financially literate? This isn't just a trick but a bone-chilling reality that should give everyone a financial fright this #Halloween season. Financial literacy is crucial for making informed decisions about money, investments, and securing your financial future. Without it, you could find yourself in a real-life horror story when managing your finances. It's time to turn spooky statistics into a tale of financial empowerment! #FinancialLiteracy #HalloweenFinance #SpookyStatistics #MoneyMatters

👻 A spooky statistic! 🎃📊 This #Halloween, we've got a truly frightening fact to share: Did you know that only 1/3 of people around the world are financially literate? This isn't just a trick but a bone-chilling reality that should give everyone a financial fright this Halloween season. Financial literacy is crucial for making informed decisions about money, investments, and securing your financial future. Without it, you could find yourself in a real-life horror story when managing your finances. It's time to turn those spooky statistics into a tale of financial empowerment! #FinancialLiteracy #HalloweenFinance #SpookyStatistics #MoneyMatters

So honored to be heading to the Season 2 premiere tonight of Opportunity Knock$ on PBS, supporting the one-woman world changing force of nature that is my dear Jamie Strayer. Have you watched season 1 yet? I can't recommend it highly enough (but make sure you have some tissues nearby, trust me.) So proud of you Jamie! Financial literacy for all! #financialliteracy #financialeducation

Untold Rules for Prosperity and Legacy with Eugene Mitchell: Tuesday, July 18 at 12:00 PM CT/11:00 AM MT Tuesday, July 18 at 7:30 PM CT/6:30 PM MT Thursday, July 20 at 6:30 PM CT/5:30 PM MT Ever wonder what your life is worth? Of course, your value is much more than a number, but it's the first step in understanding the importance of protecting and passing on your assets to those you love. No products will be sold at this event. For additional disclosures, see Thrivent.com/social. Register Link: https://bit.ly/43wcR0L

As we gear up to celebrate St. Patrick's Day, a holiday often associated with luck and good fortune, it's a perfect time to reflect on our own financial journey. Thomas Jefferson once said, "I am a great believer in luck, and I find the harder I work the more I have of it." This sentiment rings true, especially when it comes to managing our money. 💼✨ Sign up for our newsletter to uncover valuable insights and strategies for building your financial success, no luck required! 📈💰 #StPatricksDay #FinancialJourney #Luck #HardWork #NewsletterSignUp #JudithHeftAssociates

Don't let your financial goals give you a fright this Halloween. Our team at Waterworth Wealth Advisors is here to help you navigate the financial maze. Wishing you a safe and happy Halloween filled with treats, not financial tricks! #FinancialAdvisor #HappyHalloween #FinancialGoals #GrapevineTX #DFW #WaterworthWealthAdvisors

What better way to celebrate #BlackHistoryMonth than helping your community? As a Northwestern Mutual financial representative, that's exactly what you'll be doing. DM me to find out more and apply. #financialplanner #financialadvisor #generationalwealthbuilding

What better way to celebrate #BlackHistoryMonth than helping your community? As a Northwestern Mutual financial representative, that's exactly what you'll be doing. DM me to find out more and apply. #financialwellness #lifeinsurance #personalfinance #financialplanning #financialfreedom #financialgoals

𝗪𝗲’𝗿𝗲 𝗸𝗶𝗰𝗸𝗶𝗻𝗴 𝗼𝗳𝗳 𝗪𝗜𝗟𝗟𝗦 𝗠𝗢𝗡𝗧𝗛 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗿𝗲𝗹𝗲𝗮𝘀𝗲 𝗼𝗳 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗱, ‘𝗪𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗮 𝘄𝗶𝗹𝗹…’ We hope that it will not only entertain you but make you think long and hard about making sure your will is in place – and that the people you want to inherit your assets are in it…and not greedy extended family members. Speak to your financial advisor or connect with us to get your will done today: www.capitallegacy.co.za #CapitalLegacy #WillsMonth #WillsandEstatesSpecialists #WhereTheresAWill Brandon Garbutt