VP of Wealth Planning. #planwithbob. Securities offered through LPL Financial, Member SIPC https://teapaw.org/t.co/8cNSEbkhg2. As seen in Forbes, KTLA, and many others
Corona, CA
Joined February 2019
- Tweets9.2K
- Following65
- Followers136
- Likes30
Computing has always moved from big and expensive to small and cheap. Generative AI might take the same path, something investors should consider. tinybfs.com/t/ZDKWdH
4
😂 Life added another plot twist. Time to review the financial plan.
Regular check-ins can help your strategy reflect changing priorities.
Visit bit.ly/4b5Q2HQ
#financialplanning #wealthplanning #lifechanges #moneyhumor #financialgoals
12
The hunt for corporate AI returns has spawned a battle for FDEs as enterprises, AI labs and consulting firms fight for the same talent. tinybfs.com/t/j8veoH
10
On Veterans Day, we honor and thank those who have served our country with courage and dedication.
#VeteransDay #HonorAndRespect #Gratitude #Service
8
Here are three ways to build better bonds with each other that don't rely on a tequila shot or a glass of chardonnay. tinybfs.com/t/GTHXeR
25
💭 Future care deserves a place in the plan.
Exploring options for in-home care or assisted living can help families prepare for potential costs.
Visit bit.ly/4b5Q2HQ
#extendedcare #retirement #wealthplanning #familyfinances #financialplanning
27
The tools taking jobs may also be the best way to build a business of your own. tinybfs.com/t/1ZWnhh
32
You can't control everything that happens, but you can control how you respond and what you do next. Your choices shape your journey.
#Mindset #PersonalGrowth #Motivation
26
💡 Give savings a place in your monthly budget.
A cash flow review can help you spot opportunities and direct money toward your priorities.
Visit bit.ly/4b5Q2HQ
#cashflow #wealthplanning #savingmoney #moneytips #financialgoals
28
It's time to start thinking about travel and vacation for next year, and National Geographic has picked these 25 Places they think you should visit in 2027. tinybfs.com/t/VXaWMC
52
When markets get volatile, fear can cost investors more than any correction. Psychiatrist Dr. Mena Mirhom explains how anxiety distorts financial decision-making. tinybfs.com/t/khXuGz
49
😂 When your extra payment has a very specific assignment.
A debt strategy can help you pay down balances while keeping other goals in sight.
Visit bit.ly/4b5Q2HQ
#debtmanagement #wealthplanning #moneytips #financialgoals #personalfinance
70
Supermarkets in a number of European countries reported this week that their fridges and freezers warmed up after they were remotely taken over, resulting in tons of spoiled food. tinybfs.com/t/xpTnb4
67
Planning a winter road trip? An auto expert shares essential driving safety tips for heavy rain, flooding, snow and ice as El Niño shapes the forecast. tinybfs.com/t/a74qtH
56
📘 Financial Term: Full Retirement Age
It's when you qualify for your full Social Security retirement benefit. Your claiming age matters.
Visit bit.ly/4b5Q2HQ
#socialsecurity #retirement #financialterms #wealthplanning #moneytips
55
If we always knew what tomorrow held, there would be no place for wonder, surprise and even hope. tinybfs.com/t/8TOTAU
65
🚧 Corona drivers: Eastbound SR-91 lane closures are scheduled for two weekends:
Nov 6–9 and Nov 13–16 (10 PM Friday – 5 AM Monday).
Three lanes remain open, but several ramps will close. Plan ahead, allow extra time, and follow detours!
#Corona #SR91 #TrafficAlert
82
Only 45% of retirees say a workplace retirement plan is an income source, compared with 83% of workers who expect one to be. tinybfs.com/t/wEXXSY
1
1
88