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David Caviness, CFP® - Caviness Wealth Management
United States
เข้าร่วมเมื่อ 29 พ.ค. 2019
We help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear, realistic and results driven.
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Investment advice offered through Caviness Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.cavinesswealth.com.
(The attorney's made us say that)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Investment advice offered through Caviness Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.cavinesswealth.com.
(The attorney's made us say that)
Is My Financial Plan Good Enough? – Walk & Talk
Just like season's change, our lives and situations change. A lot has changed in our lives since we first set-up and structured our estate plan and beneficiary designations.
Here's a couple minutes on how I help clients stay on top of this.
If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet and see if we're a great fit.
Walk & Talk 🎥
--
► Subscribe: th-cam.com/channels/8cBlkvzL6VsiQLM4gRC_Dg.html
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David Caviness, CFP® on:
• LinkedIn: www.linkedin.com/in/dcaviness/
• Twitter: CavinessWealth
• Website: cavinesswealth.com/
• Newsletter: cavinesswealth.com/sign-up/
Thanks for watching!
#financialplanning #financialadvisor #finances #walkandtalk #retirement #financialplanning #investing #estateplanning #wills #trusts #beneficiaries #probate
Here's a couple minutes on how I help clients stay on top of this.
If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet and see if we're a great fit.
Walk & Talk 🎥
--
► Subscribe: th-cam.com/channels/8cBlkvzL6VsiQLM4gRC_Dg.html
--
David Caviness, CFP® on:
• LinkedIn: www.linkedin.com/in/dcaviness/
• Twitter: CavinessWealth
• Website: cavinesswealth.com/
• Newsletter: cavinesswealth.com/sign-up/
Thanks for watching!
#financialplanning #financialadvisor #finances #walkandtalk #retirement #financialplanning #investing #estateplanning #wills #trusts #beneficiaries #probate
มุมมอง: 46
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Many folks that have been DIY'ing their finances can relate and here's a good barometer when questioning if you should hire a financial advisor. If this is familiar to your or if you've found yourself asking this question, I hope this short video can help. I am currently taking on great new clients. If you or someone close to you could use the help of a Certified Financial Planner, please reach...
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I'm Afraid to Invest Because the Stock Market Might Crash? - Walk & Talk
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Teachers: Will Your TRS Be Enough? - Walk & Talk
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First, I applaud our great teachers: Thank you! There are two important components of your TRS that we need to pay close attention to: 1) When are you eligible to retire (Rule of 80), and 2) your years of service. For many teachers your TRS may not be as much as you think or enough to fuel your full retirement and may need to be complemented by other sources. I hope this video helps. If you don...
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As I'm working with new clients, one of the more common conversations is "We've been DIY'ing this ourselves and we just don't feel like we're on track? How do we get our finances in order?" I hope this video helps explain how I approach this situation. If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet an...
Should I Buy or Rent a House? - Walk & Talk
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With real estate at all-time highs and interest rates at levels not seen in almost two decades, this question is coming up more and more frequently: David, does it make more sense for us to buy or rent? I hope this video helps explain how I approach this situation. If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would lo...
Will I Receive an Inheritance?
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I've run into many people over the years that were "banking" on receiving an inheritance as the bedrock to their financial future. If this is familiar to your or if you've found yourself in this frame of mind, I hope this short video can help. I am currently taking on great new clients. If you or someone close to you could use the help of a Certified Financial Planner, please reach out. ► Subsc...
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Many DIY investors are able to generally get themselves into a decent position by following the "rules of thumb." However, a great financial advisor will help their clients build a tailored, simple, and structured financial plan they can follow-that's made for them. I am currently taking on new clients and would love to meet and see if we're a great fit. Walk & Talk 🎥 ► Subscribe: th-cam.com/ch...
Roth or Traditional IRA & 401k: Which is Right For Me? - Walk & Talk
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IRA Contributions: Am I Investing Enough and in the Right Accounts? - Walk & Talk
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Thanks for sharing.
Thank you for posting this helpful video
Great comments! Don't put off plans - start today!
keep up the content brother! Love it
<I respect your work mate. TA Is all well and good but I find it truly baffling that all major crypto youtubers just look at pure TA and completely Ignore the bigger narrative of why BTC is fluctuating and why the future outlook is more encouraging as it seems. It's kinda Irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC.. we were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. This Is the worst possible time in history to invest as so many don't back up their crypto assets...more emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I have made over 1.5 btc from day trading with Scott Franklin insights and signals in less than 3 weeks, this is one of the best medium to backup your assets incase it goes bearish. I left Scott Franklin contact below take care!...r̫e̫a̫c̫h̫ h͎is V̫I̫A̫ T̫E̫ L̫E̫ G̫R̫A̫M̫ 👉👉👉@scottfranklinfx.,
I’m going to resign this year I will have 23 years and I am 53, I do not meet the rule of 80. If I leave my contributions do I have to reach age 65 to get a pension? What is the aging into retirement? Does that mean my age would get me to the 80? Meaning when I reach 57 +23 years service equals 80?
I want to resign too....and get an easier less stressful job..... :(
Work 2 more years and reach the rule of 80