Upbeat Financial

Upbeat Financial is changing the financial planning landscape, combining strategic expertise with a heartfelt commitment to your future self. Join me in building a stronger society through financial wellness! #futureforward #stayupbeat

Happy Thursday folks! 🙌 The weekend is almost here, and with it all the fun plans you have in store. To tide you over until weekend fun, we're here with an Upbeat Financial Fun Fact Quiz! How well do you know tax strategy? 🧐 Let us know your best guess in the comments below! Which of the choices is an option to consider when planning your tax strategy for the year? ✨ *Hint: You can find the answer in one of our blog posts!! 😉 #UpbeatFinancial #Thursday #FunFacts #FinancialFunFacts #FinanceQuiz #TaxStrategy #Fun #FunQuiz #DidYouKnow #Taxes #FinancesAreFun #FinancesAreForEveryone #FinancialLiteracy #FinancialInclusivity #TheMoreYouKnow #BlogPost #Article #Informational

With May coming to a close, graduation season of 2024 is in full swing! 🎓 This means, 2024 high school, college, and university graduates are taking the important next steps in their lives. These steps - whether it be enrolling in higher education, entering the workforce, starting a business, etc - all include taking leaps into the world of adult finances. Student loans, paychecks and the resulting tax considerations, mortgages and planning for the future can all be overwhelming at such a dynamic time in life. Luckily, this isn't a time to be nervous - it's a time to be excited! Finances shouldn't be scary, they should be empowering! 💪 Upbeat Financial is here to help you through this whirlwind time in life, providing you with the knowledge, expert guidance, and tools you need to make confident decisions to launch yourself on your path to an empowered financial future. 🙌 Contact us today to learn more about how our team can help you! And from all of us here at Upbeat Financial, we wish the graduating class of 2024 all the best in the bright future that awaits them! 🎉 #UpbeatFinancial #Graduation2024 #CongratsGrads #ClassOf2024 #FinancialFuture #FinancialConfidence #FinancialEmpowerment #FinancesAreForEveryone #FinancialAdvisory #FinancialPlanning

Happy #FinancialFactFriday! Let's wrap up the week with a super cool small business-themed financial fun fact. 🙌 Did you know that, according to the Small Business Administration, small businesses create 1.5 million jobs annually and account for 64% of new jobs created in the United States? How cool is that?! 🎉 Give this post a thumbs up if you love small businesses! 👍 *Source: https://lnkd.in/eGxQkf9i #UpbeatFinancial #DidYouKnow #SmallBusiness #SmallBusinessFacts #SmallBusinessMonth #FinancialFacts #FunFact #FunFactFriday #FinancesAreFun #FinancialInformation #LearnMore #SupportSmallBusinesses

It's Small Business Month! To celebrate, we'd like to highlight some of the services we have available for all the business owners out there. 🙌 Employee-sponsored retirement plans can seem like a hassle, but in reality they are well worth the time and investment! They can play an important role in aiding your team's financial security and your business' long-term success. To help you develop a plan that works best for your business, our knowledgeable team is here to provide you with the understanding, expertise, and guidance you need to make confident choices for the future of your business! Contact us today to learn more. 💪 #UpbeatFinancial #FinancialPlanning #FinancialAdvisory #FinancialAdvisor #SmallBusiness #RetirementPlanning #RetirementPlans #FinancialGuidance #FinancialFuture #FinancesAreFun #FinancialInformation #FinancialServices

Happy Monday! We're back with the answer to last week's poll: "What is something a CERTIFIED FINANCIAL PLANNER™ Professional help you with?" 🤔 The answer is.... D, all of the above! A CERTIFIED FINANCIAL PLANNER™ Professional can help you by providing comprehensive financial planning expertise, knowledge of fiduciary duty and ethical standards, and personalized financial planning! 🙌 Have you ever hired, or would you consider hiring, a CERTIFIED FINANCIAL PLANNER™ Professional? Let us know! If we've piqued your interest in the profession, give us a shout to see how working with a CERTIFIED FINANCIAL PLANNER™ Professional can help you revamp your financial confidence. 🤑 #UpbeatFinancial #FinancialPlanning #FinancialProfessionals #FinancialAdvisory #FinancialQuiz #DidYouKnow #Quiz #QuizAnswer #FinancialConfidence #FinancialInclusivity #FinancialEducation #FinancesAreFun #FinancesAreForEveryone

Today, May 17th, is the International Day Against Homophobia, Transphobia, and Biphobia. The Day represents a major global annual landmark to draw the attention of decision makers, the media, the public, corporations, opinion leaders, local authorities, etc. to the alarming situation faced by people with diverse sexual orientations, gender identities or expressions, and sex characteristics. 🏳️🌈🏳️⚧️ As an organization dedicated to fostering an environment of diversity and inclusivity, we whole-heartedly support the celebration of this important day. Through education, raising awareness, open conversations, and teamwork, we can create a world when everyone has equal rights and accessibility. 💪 Share this post to help us raise awareness! To learn about this important day, you can read more here: https://may17.org/ #UpbeatFinancial #InternationalDayAgainstHomophobiaTransphobiaAndBiphobia #Inclusivity #Awareness #Diversity #Recognition #Love #Community #Support #TeamWork #Allies #LearnMore #Education #Progress #Rights #Equality #LGBTQIA

Introducing the first installment of the Financial Hacks Series: What to do with Your Tax Refund! 🙌 This series of short blogs will offer some tips and tricks to consider in your financial life. Today's installment focuses on the lucky recipients of tax refunds! What should you do with that sudden influx of cash? 🧐 Read our take on the topic via the link below! ⤵✨ https://lnkd.in/erZW6GXu #UpbeatFinancial #UpbeatFinancialBlog #Blog #Article #NewBlog #NewArticle #NewSeries #TaxRefund #Taxes #TaxSeason #FinancialHacks #FinancialTips #FinancesAreFun #FinancialLiteracy #FinancialEducation #FinancialConfidence #FinancialPlanning #FinancialAdvisory #FinancialInfo #FinancialBlog #ReadMore #LearnMore #ReadToday

Happy Monday, Upbeat crew! 🙌 Let's kick off the week with a fun financial question. Do you think you know the answer? 🧐 Which of the options can a CERTIFIED FINANCIAL PLANNER™ Professional help you with? (Hint - the answer can be found in one of our recent blogs!) Let us know your best guess in the comments below! ⤵✨ #UpbeatFinancial #FinancialQuestions #FinancialFacts #CFP #FinancialPlanning #FinancialAdvisory #FinancialProfessionals #FinancesAreFun #MondayMotivation #Quiz

Happy National Small Business Day! 🥳 As a small business ourselves, we love this day! Join us to celebrate the important role small businesses play in their local communities by positively impacting the economy, providing unique products and services, creating jobs, and fostering innovation! 💪 Celebrate by supporting your favorite small businesses today! 🙌 #UpbeatFinancial #NationalSmallBusinessDay #SmallBusiness #WomenOwnedBusiness #InclusiveBusiness #FinancialPlanning #FinancialAdvisory #PositiveChange #Innovation #EconomicImpact #LoveSmallBusinesses #SupportSmallBusinesses