Joe Morgan, CFA, CFP®’s Post

Have you built up a ton of ESPP only to watch it begin to evaporate? Join me for a 20-minute webinar where I’ll describe how ESPP works and how they are taxed. https://lnkd.in/gQDseyth #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #MarketCrash #CompanyStock #RSUs #ESPP #LongTermPortfolio #RealEstate #Assets

Have you built up a ton of ESPP only to watch it begin to evaporate? Join me for a 20-minute webinar where I’ll describe how ESPP works and how they are taxed. https://lnkd.in/gQDseyth #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #MarketCrash #CompanyStock #RSUs #ESPP #LongTermPortfolio #RealEstate #Assets

Have you built up a ton of ESPP only to watch it begin to evaporate? Join me for a 20-minute webinar where I’ll describe how ESPP works and how they are taxed. https://lnkd.in/gbTyAMBh #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #MarketCrash #CompanyStock #RSUs #ESPP #LongTermPortfolio #RealEstate #Assets

Have you built up a ton of ESPP only to watch it begin to evaporate? Join me for a 20-minute webinar where I’ll describe how ESPP works and how they are taxed. https://lnkd.in/giATzJZV #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #MarketCrash #CompanyStock #RSUs #ESPP #LongTermPortfolio #RealEstate #Assets

Why do you want to do what you want to do? It’s not enough to simply have goals in mind. You need to understand what YOU will get out of achieving those goals. How will it make you feel? What will it help you do next? The “why” is the motivator. #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

Create a reasonable plan. A reasonable plan is far better than no plan. Plus, a reasonable plan has built into it the processes that will enable the plan to get better as you implement it. So, start with something reasonable. It doesn’t matter that it’s correct. It won’t be. It’s better than nothing and it puts you in control of where you are going. That’s the issue. #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

No Rules of Thumb You are not average. Financial guidance using general rules of thumb will lead you astray almost 100% of the time. Instead, you must consider what you actually want to achieve, your specific circumstance and what you are willing to do to get it. Of course, even all of that doesn’t guarantee success, but it gets you a lot closer than following advice for the average person. #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

Bruce Winter, President, FSG Capital Inc., and other equipment finance industry executives provide their insights in the Foundation's May Monthly Confidence Index for the Equipment Finance Industry (MCI-EFI). Read the MCI-EFI for a qualitative assessment of current business conditions and future expectations for the $1 trillion equipment finance sector. Available at our website http://bit.ly/ELFFMCI #equipmentfinance #economy #confidence #industryresearch

📈💰ETFs: A simple, cost-effective way to invest with instant diversification, low fees, and automatic adjustments to keep you aligned with the market. Start smart investing today! #ETFs #Smartinvesting #StockMarket #FinancialMarkets #vgcapitalsolutions

Think relying on just one investment is enough? Think again! ⚠️ Ignoring a balanced approach like PPF + SIP could leave you vulnerable to: Low returns during market fluctuations, missed opportunities for wealth growth, and a lack of financial stability in the long term. But... ✅ PPF ensures risk-free, tax-saving stability. ✅ SIP drives high-growth potential with market-driven returns. Don’t wait until it’s too late... secure your future with Tailwind today!💡 [Invest Smart, Financial Planning, PPF, SIP, Tailwind Investments, Wealth Growth, Secure Future] #InvestSmart #FinancialPlanning #PPF #SIP #TailwindInvestments #WealthGrowth #Tailwind #TailwindFinancialServices #TailwindInvestments