Will's Upward Spiral

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Lansdale, PA
Will's Upward Spiral

Bringing clarity to your Medicare enrollment process.

Will lost 62 pounds and we are paying it forward by helping other pursuing a healthy body, healthy mind, and healthy finances.

09/11/2023

Raising a child is often more expensive than parents expect, according to financial professionals. However, by preparing and acting on these financial strategies sooner, you can provide a better future for your children. Schedule a meeting if you need to discuss any of these moves.

Here are some top considerations for new and expecting parents. Disclosure: Insurance is a product of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep...

08/28/2023

Read this article to understand how "rolling recessions" work and how to adapt! As we move forward in this ever-evolving economic environment, remember that knowledge and adaptability are your most valuable assets. Use them wisely to spot opportunities, potentially mitigate risks, and possibly ensure your financial resilience, no matter the economic weather. ☔️

Over the past year, the global economy has faced a series of rolling recessions – periods of economic decline that impact specific sectors or regions without bringing down the entire economy. This phenomenon, although concerning, is not necessarily as disastrous as it may sound. It reveals a nuanc...

08/23/2023

Heads up! The IRS has made some changes that could potentially affect your estate planning 🏡 This means that your beneficiaries may face future challenges with the tax of certain assets. This is a crucial time to schedule a call and open a line of communication to ensure the optimal preservation and transition of your hard-earned wealth to the next generation. Let's talk!

This ruling has presented a unique set of challenges and opportunities for estate planning, especially for those employing irrevocable trusts as part of their wealth management strategy. Now, more than ever, getting expert advice on managing your estate is essential to protect your hard-earned asset...

08/21/2023

In times of economic uncertainty, prioritizing emergency funds has never been more crucial! If you want to potentially maximize savings opportunities, let's schedule a meeting today.

The reality is that the above stats may not accurately reflect the financial situation of many Americans. In 2020 the Federal Reserve reported that only 64% of Americans had enough money on hand to cover a $400 emergency. If you want to review your financial health and set goals to start an emergenc...

08/14/2023

Both a pitcher pursuing a perfect game and an investor seeking the perfect portfolio must contend with uncertainty and external factors beyond their control. Your financial professional is your coach! Read this article to learn about the similarities between a pitcher's perfect game and an investor's perfect portfolio. If you love baseball share this post! 🧢⚾️

A Major League pitcher’s perfect game and an investor’s perfect portfolio. On June 28th, Domingo German of the New York Yankees, pitched a perfect game against the Oakland Athletics as he allowed no hits, no walks, and no baserunners on 99 pitches in an 11-0 win.

08/10/2023

Emotional resilience is equally important as strategy. Understanding that emotions like fear and greed can cloud judgment is the first step toward managing them effectively. Remember that investing is a marathon, not a sprint.! 💪

In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a steady upward trend, promising lucrative returns to those invested. And yet, an intriguing anomaly persists: ma...

08/07/2023

Divorce comes with unexpected and often hidden costs related to real estate, health insurance, and retirement that you'll want to be prepared for. Read the article to learn what these costs are, and work with a financial professional to guide you through them! 💼

Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It's essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key a...

08/03/2023

It's really sad to see people getting caught in scammers' tricks. But we don't have to be scared when we're online. Knowing about common scams can help us avoid them completely. Stay informed, and stay safe! 🛡️

If you believe you've been a victim of a scam or suspect fraudulent activity, don't hesitate to take action. Your next step is crucial in minimizing potential harm and seeking appropriate assistance. Schedule a meeting with an expert or contact the relevant authorities to address the issue promptly....

08/02/2023

Many folks fall into these common financial traps and end up regretting their decisions. But here's the truth: It's rarely too late to turn things around and get on track to financial success. 💪 Let's schedule a meeting to help you reassess your financial planning!

It's important to remember that everyone's financial situation and priorities are unique. While these regrets are common, individual experiences and circumstances may vary. It's rarely too late to learn from past mistakes, adjust financial habits, and work towards a more secure financial future. Let...

07/27/2023

Due to life's unpredictability, it is always advantageous to ensure that your children are financially secure in the event of an emergency or unfortunate circumstances. Take the initiative to discuss your life insurance options with a financial professional today! ☔️

According to a recent report from LIMRA (Life Insurance Marketing and Research Association), Generation Z and Millennials express greater concern about ensuring their children's financial security compared to older generations. Source: https://info.limra.com/gen-zy-barometer

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Lansdale, PA

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https://willschirmer.com/

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