Perspective Financial Services, Phoenix. Tweets on financial planning, investing, the economy, retirement #lifewithPerspective Disclosures: https://teapaw.org/t.co/XjG4mOKUrb
Phoenix, AZ
Joined October 2010
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It may be easier than you think to win the retirement race. Get #aBroaderPerspective #retirementplanning #401K #lifewithPerspective
Life with Perspective is relaxing. #financialplanning #investing #retirementplanning #lifewithPerspective
Wishing you all the best of the holidays! Enjoy #lifewithPerspective! #happyHolidays #MerryChristmas #HappyNewYear #HappyHanukkah
Mike McCann #CFP #AIF has earned the Retirement Income Certified Professional designation conferred by @TheAmerCol. This industry specialization requires in-depth coursework and a rigorous exam. #RICP #incomeplanning #businesssuccession #longtermcare #retirementplanning
Perspective Fin Svcs retweeted
Introducing Forbes Best Employers By State
See the 2025 list: trib.al/8LfqCj4
Perspective Fin Svcs retweeted
If you purchased a new car, van, pick-up truck or motorcycle in 2025, you may qualify for a new deduction at tax time. More information from the #IRS at: ow.ly/A71K50Wq966
ALT White pickup truck loaded with cash. Text: “If you purchase a vehicle in 2025, you may qualify for a new deduction at tax time.” IRS logo displayed.
After layoffs at Intel in Chandler, and news of more on the horizon, Brad Wilson, CFP® is offering unique and free #financialplanning workshops for those who lost their jobs or are considering a career change. #lifewithPerspective #Phoenix
moneyaz.com/blog/free-financ…
Continuing ed, professional dev and collaborative engagement are part of what makes our team so special. Last week, we enjoyed the Diversify “Altus” conference in beautiful Park City w/ a couple hundred fellow advisors of @DFPG_. #lifewithPerspective
More than 82 million U.S. households own a pet, and spending on those pets has been rising substantially. Do you know how much you spend on your pets? #petswithPerspective #lifewithPerspective #budgeting #spending linkedin.com/pulse/fur-fins-…
Perspective Fin Svcs retweeted
I've always found that successful entrepreneurs I backed have great street smarts and they have the guts and the fortitude to compete in a brutally competitive way when they start companies up. Having said all that, we have failed in the educational system. Why aren't we teaching everybody about credit cards?" Because that's what's killing these students after they get credit cards and they turn 18. We should be teaching them when they're five and six that you have to be responsible about debt. I think in the generations ahead, there will be a lot of self-learning on YouTube and everywhere else. You can learn about this at an early age and you should.
Perspective Fin Svcs retweeted
Why Mentorship Is Key To Career Success Today And How To Cultivate It trib.al/d76tv6Z
HSAs and FSAs are similar investment accounts. While both can be effective saving tools, they have three key differences. Learn more in our brief article. #healthcare #taxplanning #healthspending #lifewithPerspective linkedin.com/pulse/tax-free-…
If you invest all your savings in the origami business... your portfolio could fold. #diversification #financialplanning #investing #lifewithPerspective
Some days the financial markets are up. Others they’re down. Some swings are more dramatic than others. If market volatility makes you feel anxious, keep the following points in mind... #lifewithPerspective #investing #consistency linkedin.com/feed/update/urn…
A Broader Perspective - June 2025 newsletter 🗞️ - mailchi.mp/moneyaz/june-2025
A Broader Perspective - April 2025 newsletter 🗞️ - mailchi.mp/moneyaz/may2025
A Broader Perspective - April 2025 newsletter 🗞️
The Race to Retirement; Save Water, Save Money; Fraud Prevention Tips; and more in our latest edition.
- mailchi.mp/moneyaz/april2025
#investing #financialplanning #inspiration #abroaderperspective #lifewithperspective
The stock market is so weird. Every time one person sells, another person buys, and they both think they're geniuses. #diversification #investments #financialplanning #thevalueofperspective #abroaderperspectiv #lifewithperspective #investing
