Financial Journey Partners

✨On March 8th, we celebrate the incredible love, resilience, and creativity of women all around the globe. International Women’s Day is our moment to shine a light on achievements, break down barriers and build a future where every woman flourishes. 👍Let’s uplift one another, empower and support each other to build a world of equality and continual opportunities for progress – today and everyday

🚀 Help Shape Our Next Book! 🚀 Fueled by the momentum of our first two Enjoy the Journey books written for those about to retire and professional women, we can’t wait to keep it going with our third book! If you are a mid-career professional, balancing career growth, raising a family and building financial security, we’d love to hear from you. Your experience will help us create a powerful, practical guide to financial wellbeing. 📩Take our short survey and make an impact! 👉https://lnkd.in/gMewpHYF We value your insights – thank you for being a part of our journey! #FinancialSuccess #CareerGrowth #Financial Freedom #Survey

🎉Congratulations, you have worked hard, invested wisely and accumulated the assets you need to retire comfortably! Let’s talk about the fun part of being retired. What will you do with your time? How will you keep yourself engaged with the world? How will you keep from wiling away your days? Will you spend time with loved ones, how often? What else? ⌚️If the questions above resonate with you, you are not alone. For most of our lives, we have been busy growing our careers, raising families and taking care of day-to-day living. And we simply did not have the time to think beyond these things. As it turns out, our Enjoy the Journey books address these topics, and the accompanying workbooks help you build your unique goals and retirement roadmap. A thriving retirement needs more than adequate finances, it also needs personal and social satisfaction, a sense of contribution and accomplishment, just like during any other phase of life. 📘To learn more about how you can create a life full of purpose, meaning and fulfillment in retirement, visit https://lnkd.in/gN-7xGj3 to start building your retirement journey!

💐On Tuesday, February 11th, we had the pleasure of hosting our 2nd Annual FJP Women’s Group Event, bringing together an incredible community of women. This group was created to connect like-minded women, foster friendships, and share experiences in a supportive and uplifting environment. 🔗During the event, our members reconnected, shared about their favorite nonprofits, and collaborated to create exciting events to enjoy together throughout the year. We’re thrilled to see this community continue to grow and look forward to a year filled with meaningful connections, shared experiences, and plenty of fun. 😎Wishing all the amazing women in the group a fun and fulfilling 2025!

⚖️As the anticipated changes in the Federal Estate Tax law takes effect at the end of this year, what can we expect to happen next? 💻Join us for our March webinar where our special guest E.J. Hong, an Attorney and Certified Specialist in Estate Planning will share her expert insights on advanced strategies to manage estate tax law changes. Topics to be discussed will include: ✅How the Estate Tax Works ✅How Probate Works ✅Community Property Tax Planning ✅Update on Estate Tax Laws ✅Advanced Estate Strategies This is a rare opportunity to learn from an expert in the estate strategy and planning area of the law. This event is open to all who register and all who want to join the session are welcome. 📅 Calendar and register for this event to get your spot! 👉Visit: https://lnkd.in/g29h3fT3

💰 Align Your Money with Your Goals – The Key to Financial Freedom 🚀 Are your spending habits in sync with your dreams? Too often, we say we want financial freedom, travel, or early retirement—but our bank statements tell a different story. ✅Clarify Your Priorities: What truly matters to you? Security, experiences, building wealth? Define it. ✅Audit Your Spending: Do you have a spending budget that balances your expenditures with your savings or just reacting to impulse? ✅Automate for Success: Savings and investments should be non-negotiable, not an afterthought. ✅Eliminate What Doesn’t Serve You: That subscription you never use? That impulse buy? Cut the noise. Read our full blog at: financialjourney.com/blog #FinancialFreedom #MoneyMindset #SmartSpending #WealthBuilding

To our clients, everyday is a good day to let you know that we are thrilled to share our journey with you and appreciate you sharing yours with us! Wishing you a great day and remember to Enjoy the Journey!

📊 NEW 2024 Tax Brackets Are Here! 📊 Tax season is right around the corner, and it's time to know where you stand! 🧾 The IRS has updated the 2024 tax brackets, and whether you're filing single, married, or head of household, it’s crucial to know what rate applies to your income. 💰 What’s New? ✅ Adjusted income thresholds for inflation✅ Standard deduction increases✅ Key updates for each filing status Understanding your tax bracket can help you plan smarter, save more, and avoid surprises when filing your return! 🔗 Check out our infographic for a quick breakdown of each bracket — don’t forget to share with your friends and family to help them stay prepared! 👨👩👧👦💡 #TaxSeason #TaxBrackets2024 #FinancialPlanning #IRSUpdate #TaxTips

🚀 Help Shape Our Next Book! 🚀 Fueled by the momentum of our first two Enjoy the Journey books written for those about to retire and professional women, we can’t wait to keep it going with our third book! If you are a mid-career professional, balancing career growth, raising a family and building financial security, we’d love to hear from you. Your experience will help us create a powerful, practical guide to financial wellbeing. 📩Take our short survey and make an impact! 👉https://lnkd.in/gMewpHYF We value your insights – thank you for being a part of our journey! #FinancialSuccess #CareerGrowth #Survey

🕒Tax season doesn’t have to be stressful! Get ahead now to make filing smooth and hassle-free. 📂First, stay organized. As documents come in (like W-2s and 1099s), save them promptly—whether by mail or email. A little prep now prevents last-minute scrambles or missing crucial info. Next, gather your deductions early. Think about: ✅Charitable donations ✅ Mortgage interest ✅ Child tax credit ✅ Medical expenses ✅ Self-employment costs ✅ Property taxes and state/local taxes ✅ HSA or retirement contributions Every deduction counts, so be thorough! 🗓️Finally, don’t forget: April 15th is just around the corner. 🎯Start now and set yourself up for success! If you are looking for an objective opinion about investment income and associated tax strategy, go to: https://lnkd.in/gapaDQX8 #TaxSeason #DeductionsMater #TaxSmart #PlanAhead