Financial Predictions for 2023
The new year is here, and with that James and David are here to share their 2023 financial predictions.
New Year’s Financial Goals
January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. Check out this blog post for some financial wellness ideas to get you started for the year!
Financial Tips With a Holiday Twist: Part 2
Part 2 of challenging our advisors to open a white elephant gift, and asking them to give financial advice related to that gift!
Financial Advice We Are Thankful For
We had Sam Martinez, one of our financial advisors, ask Joy and David about a piece of financial advice they have received that they’re really grateful for. This is what they said…
How Much Should I Save?
Today we are going to talk about the age-old question of: how much should I save?
Meet Our New Employees ll (Cincinnati Financial Advisors)
Wealthquest has stretched its legs from Cincinnati to Chicago and Naples – we’re growing! So we’ve had to bring in some new faces. Take a look below and meet some of our recent hires.
Unpacking Fear to Make Smart Financial Decisions
There are a lot of things in life to be afraid of – but that doesn’t mean they’re inherently bad or dangerous. Watch as Joy explains the value of an advisor who can help you unpack your fear to make the best possible financial decisions!
Are You on Track with Your Financial Goals?
Summer is the perfect time to check in on your finances. Here are 6 things you can do right now to make sure your financial well-being is in good shape!
Joy’s Learning Center PSA
Joy Shehane, Event Coordinator, has a special announcement she’d like to share with you, our Wealthquest fam!
Kids & Money
Kids pick up on more than you think, so what have the kids of Wealthquest learned about money from their parents? Watch this videeo to find out!
