Patrick Clark, CFP®’s Post

You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you with your finances so you can feel comfortable with your money and confident about your future. Reach out to get started or for a second opinion. #NorthwesternMutual #NorthwesternMutualWestLA #WealthPlanning #WealthManagement #JohnCalvert #MultigenerationalWealth #EnduringLegacy #FinancialPlanning #RetirementPlanning #BusinessSuccessionPlanning

Here are key circumstances that call for an update to your estate plan: 1. Intestate succession 2. Outdated estate plan 3. Inadequate tax planning 4. Improper property 5. Ownership 6. Disability 7. Inflation impact 8. Lack of liquidity 9. Incorrect executor/trustee 10. appointment 11. Lost documents 12. Life changes Stay prepared and protect your legacy! #EstatePlanning #PlanAhead #ProtectYourFuture

When it comes to your personal finances, are you like a deer trapped in the headlights? Find out why we’re seeing more of this: https://ow.ly/EUo550TX2mh #financialplanning #wealthmanagement #pensionplanning #financialadvice

Creating a budget and sticking to it, could help those nearly 50% of Americans get a grip on their expenses. Living below your income is the best way to start to build your wealth. #financialeducation #fcptskillsclub #financialfreedom

Did you know that 65% of household assets are influenced by the Budget? Stay informed and plan wisely! 📊💡 #householdassets #budget2024 #financialawareness #investsmart #propertyinvestment #goldinvestment #bankdeposits #insurancefunds #pensionfunds #equityinvestment #cashmanagement #financialliteracy #flipitmoney

🔥🔥 one of many good ways to protect and grow your finances from inflation and taxes. The 401k is now outdated and it wasn’t meant for an economy with interest rates under 10% This benefits businesses owners, entrepreneurs, families, and everyday working individuals You don’t know what you don’t know and that’s what the government is banking on! 💯 If you are interested to find out more comment below! ⬇️

Your financial future is not a game. Don't "scrabble" with your finances. Having a BUDGET is one of many important tools to a successful future! #retireready #retiresecure #financialwellness #401k #healthywealthywise #thenoblegroup

Whether the election went the way you wanted or not. When it comes to your personal finances, focus on the things you can control. -How much you invest. -How much you spend. -How much you read. -How much you grow.

With the turn of the calendar signalling a fresh start, it’s the perfect time of year to take stock of your finances, update your goals and leave bad money habits behind. https://lnkd.in/gAdf87E2

It is important to have a fairly detailed picture of your parents’ finances to understand if they will need support from you or your siblings. This involves evaluating their savings, income, expenses and net worth to determine whether they will outlive their money.