Andrew Ish, CFA, CPA, CFP® @Andrewjish

Prepared Financial Planning LLC Founder and Financial Planner. Helping you on your financial journey with retirement planning, investing, and tax insights. preparedfp.com Milwaukee, WI Joined November 2014

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Nicholas Fabiano, MD @NTFabiano

2 days ago

The most underrated antidepressants: -Regular exercise -Healthy diet -Restorative sleep -Sunlight -Social connections -Having purpose in life

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The Money Cruncher, CPA @money_cruncher

2 days ago

Never use your HSA debit card. A better way: - pay medical bills with your credit card - withdraw to bank from HSA - pay off cc Even better: - pay medical bills with your credit card - invest your HSA - pay off cc - reimburse in 20-30 years (save receipts)

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FoundMyFitness Clips @fmfclips

3 days ago

Regular sauna use (4–7x weekly) is associated with a 50% lower cardiovascular-related mortality and a 40% lower all-cause mortality These benefits occur because heat exposure from sauna use closely mimics the physiological effects of moderate-intensity aerobic exercise Similar…

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Peter Mallouk @PeterMallouk

3 days ago

"If you need your money back within a few months, it’s foolish to own stocks. But if you won’t need your cash for another 10 or 20 years, it’s foolish not to own stocks." - Jonathan Clements youtube.com/watch?v=hp0asn…

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Peter Mallouk @PeterMallouk

a week ago

Investing with terrible luck still beats sitting in cash. Even “perfect timing” (which is impossible) doesn’t put you far ahead of those who got the entry point wrong. Invest, move on with your day, and let time and compounding do the rest.

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The Money Cruncher, CPA @money_cruncher

2 weeks ago

If your child had a summer job, do this: 1. Open a Roth IRA for them 2. Deposit up to their earned income, but no more than $7,000 for 2025 3. Invest That contribution can grow tax free for 45+ years. Great way to set them up for success.

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Thomas Kopelman 💵 @TKopelman

2 weeks ago

Peace of mind and time saved These are the 2 most commons reasons our clients find so much value in working us and why they continue to work with us yearly

Daniel Crosby @danielcrosby

2 weeks ago

Peace of mind and time saved These are the 2 most commons reasons our clients find so much value in working us and why they continue to work with us yearly

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Jenny Rozelle @jennyrozelle

2 weeks ago

3 things people often forget to detail in their estate plan: 1 - Pets - Who will care for them? Set aside funds for their care. 2 - Personal property - Jewelry, watches, tools, family heirlooms. 3 - Digital assets - Social media, crypto, online accounts, cloud storage.

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Andrew Ish, CFA, CPA, CFP® @Andrewjish

3 weeks ago

Have a whole life or IUL policy? This blog shows how to access cash value or do a tax-free annuity exchange. Useful if the death benefit isn’t needed or cash is better used elsewhere. Too often, high-commission whole life is sold when term is better: lnkd.in/gwNME7Gy

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Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

3 weeks ago

Stocks for the long run. And it's not even close. @AugurInfinity

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Reads with Ravi @readswithravi

3 weeks ago

THIS:

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Jenny Rozelle @jennyrozelle

3 weeks ago

Letters of Instruction are so, so helpful! 💯

Mr NQDC @MrNQDC

3 weeks ago

Letters of Instruction are so, so helpful! 💯

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The Money Cruncher, CPA @money_cruncher

3 weeks ago

If you don't know what to invest in, research $VTI $100 invested in it gives you: > $6.77 of Nvidia > $6.51 of Microsoft > $5.09 of Apple > $3.67 of Amazon > $2.76 of Meta and $75.20 in the other 3521 stocks It's buying the entire US market with a low fee (0.03% expense) ETF

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Jenny Rozelle @jennyrozelle

4 weeks ago

Don't let your money go to your ex-spouse by accident. Now that I got your attention, let's talk about when you should check your beneficiary designations... 🧵

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Thomas Kopelman 💵 @TKopelman

4 weeks ago

Insurances you need to consider as a high income 30-50 year old: 1. Car insurance: cover large outlays of cash not low deductibles (maxed out liability, underinsured/uninsured motorist, etc) 2. Disability insurance: protect your future earnings 3. Health insurance: make sure a…

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Charles Miller @charlesmiller_7

4 weeks ago

Chasing goals changes you

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Eddy Elfenbein @EddyElfenbein

4 weeks ago

The S&P 500 had no gain from March 6, 1937 to September 11, 1950; September 24, 1968 to August 12, 1982; and March 24, 1998 to October 3, 2011. The market’s entire gain came outside those times.

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Thomas Kopelman 💵 @TKopelman

a month ago

Times to consider Roth conversions: - low income years - when you retire & before you start taking RMDs from other accounts - when the market is down - when your tax bracket will be lower than it is expected to be in the future - to pay tax at a lower rate than your Heirs will -…

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Thomas Kopelman 💵 @TKopelman

a month ago

Roth accounts are entirely tax-free: - No capital gains on growth - No income tax on withdrawals That’s why you typically want to put your highest-growth assets in Roth accounts Think equity ETF's, Individual stocks, REITs, etc Not bonds The more growth in Roth means more…

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Jenny Rozelle @jennyrozelle

a month ago

For families with minor children ⤵️ When creating your estate plan, you can designate one person as your children's guardian and another as the trustee who manages their inheritance. Some parents prefer the same person in both roles for simplicity, while others prefer separate…