Erin Cresko, AAMS®, FPQP™
@ErinofTPGadvSenior Financial Planning Consultant. Helping clients achieve financial security through detailed planning. https://t.co/k9r2MFABUA
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"Honor to the soldier and sailor everywhere who bravely bears his country's cause" - Abraham Lincoln. Thank you to all who serve, especially my favorite sailor, my father @OrieKristel GO NAVY!
Are you aware of the savings strategy called a "Mega Backdoor ROTH conversion"? If you are a high income earner, and if you have a ROTH portion in your employer plan, you may be eligible to save MORE in your ROTH 401k. Ask me to review with you! raymondjamesconnect.com/trf3-Z
This week @KevinCresko & I presented our Pre-Cana finance talk to 5 engaged couples. The focus is opening lines of communication & encouraging honest convos around money. We share this fascinating video, explaining how money memories form as children. raymondjamesconnect.com/t6UIRA
Did you hear? PA becomes 1 of 25 states to enact a personal finance requirement for HS. Starting in the 2026-27 school year, HS will be required to provide a course in personal financial literacy that students will have to take in order to graduate. raymondjamesconnect.com/tlUrN5
This past week, 4 clients told us of fraud/cyber crime attempts (on assets not held at Raymond James). Given this uptick, attached is "Mitigating Fraudulent Activity" checklist-items to take care of if you or a loved one becomes a cyber victim. raymondjamesconnect.com/tB-nBM
An alarming trend - growth of debt. Talk with us if you want to create a plan to get out of debt. Ask us how to finance items prior to making big purchases. #FinancialPlanning #HaveAPlan #NEEDSvsWANTS raymondjamesconnect.com/t6vxYs
Yesterday was National Aviation Day, declared by FDR to commemorate Orville Wright's bday. Aviation has a special place in our family now as we watch our own aviator learn and grow. It's an amazing industry! #Flying #AuburnAviation #pilots #ProFlight raymondjamesconnect.com/tycF_q
Aw-received email from a client in which she stated "lucky for me I have the Olympic gold medal financial team." How can we help YOU? Not sure WHAT kind of direction you may need? Let's talk! Meet with us in a non committal "Coffee Meeting". raymondjamesconnect.com/tZ3Afm
I assure you, we love talking with our clients and helping them however & whenever they need it. Customer service matters, now more than ever. Incredulous that a financial firm would terminate clients who call for help! #ThePageGroup #ClientFirstCulture raymondjamesconnect.com/tWCZFu
Whether you've recently inherited an IRA or are set to inherit one soon, review what the latest change can mean for some beneficiaries. raymondjamesconnect.com/tFKfKd
The Page Group hosted some wonderful women and their guests at Harvest for Women's History Month. Thanks to the fantastic @AnnmarieWoods for her inspirational message. "BE BOLD, BE BRAVE, BE BRILLIANT"! @DaniellePage #FinancialPlanning #SmartWomen #WomenInFinance
Lately I'm reminding clients of importance of including "Digital Assets" in estate plan. Do you have emails, social media accounts, digital photos, online bill pay, or digital music library? These, & many other items, can & should be covered in the will! raymondjamesconnect.com/tkFOh5
Happy Valentine's Day! This is your reminder to spend wisely today!!! raymondjamesconnect.com/tgaVNV
"Staying the course" - always a great visual put out by @FirstTrust, displaying intra-year declines vs calendar year returns. All about time IN the market, not timing the market! raymondjamesconnect.com/tZl-iX
Good resource that prompts you to have "the talk" with your aging parents. Have the conversation now while everyone is of sound mind and ability! We often cover these topics in our Family Meetings - ask me about them and how they may benefit your family. raymondjamesconnect.com/tqYyJd
Take a look at some key financial resolutions that can help you start the year off right. One thing I challenge each of you to do: INCREASE YOUR SAVINGS. Whether it be thru company retirement plan, investment account, or bank savings, put more money aside! raymondjamesconnect.com/t2PlAg
Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide to help you decide what to shred and what to keep. #NewYearNewYou #Declutter raymondjamesconnect.com/tIzEr9
Client V said she can always reach us, trusts us & complimented the team, stating we are knowledgeable, accommodating, and pleasant. We STRIVE for these comments; solidifies that our service first culture is acknowledged & appreciated! How can we help YOU? raymondjamesconnect.com/t8e96U
My fave team hosted event: making holiday wreaths at @RhoadsGarden followed by delish dinner at @Bacco This year was our biggest turnout, and it's easy to see why - a night of merrymaking, holiday excitement, and great conversations! Appreciate our loyal (& fun) clients!
Tonight we @KevinCresko guide seven couples at our parish's Pre-Cana meeting. One topic we talk about is saving. So -this month's "Are you smarter" question: Would you rather be given $1million upfront or 1 penny that doubles each day for a month? #FinancialPlanning
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Who to follow
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Barton & Tena
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Cameron Diehl, CFP®
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Jennifer Pagels Rusy
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RJ Upstate SC
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Peter J. Klein
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Lisa Detanna
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Danielle Page, CFP®
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Leanne Scull
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Darcie Guerin
@DarcieGuerin -
Kay Feagles, CFP®
@kfeagles -
Kathy Landing, CFP®
@KathyLanding -
Shelly Church
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Ilona Box
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