Money Concepts- Travis Wells, RFC

Financial Advisor- Navigating Your Financial Journey

08/29/2024

I'm excited to announce our upcoming tax planning seminar! Join CPA Dan Graddy to learn strategies for optimizing your financial goals. In-person and virtual attendance options are available - Register now to secure your spot! Feel free to pass this information on to friends, family, and colleagues who might benefit from this free event.

✅ Register Here: https://form.jotform.com/241965836001153
📍 Location: 101 Devant St. Suite 603, Fayetteville, GA 30214
🌐 Visit Our Website: www.moneyconcepts.com/twells

July 4 Holiday Expected to See Record Number of Travelers 07/20/2024

July 4 Holiday Expected to See Record Number of Travelers More Americans are taking extended trips, in part because of the increased flexibility of remote work. AAA anticipates this year’s travel holiday will be the busiest ever.

4 Ways To Think About Your Financial Independence 07/19/2024

4 Ways To Think About Your Financial Independence Financial independence is much more than just leaving your job and stopping work. It's about planning, transitioning, and making lifestyle changes that matter most to you

Outliving Your Peers Is Now a Competitive Sport 07/18/2024

Outliving Your Peers Is Now a Competitive Sport Longevity zealots vie in contest to slow aging; ‘that crazy guy trying to not die.’

Money Dysmorphia 07/14/2024

Money Dysmorphia With the steady stream of conspicuous consumption on social media, it may be easier than ever to feel that you’re always on a beer budget, even if you can afford a bit of Champagne.

We Have $7,000 to Invest for Our Grandchild—What Should We Do With It? 07/12/2024

We Have $7,000 to Invest for Our Grandchild—What Should We Do With It? Starting an investing career at five? Now that’s a real game-changer. And it will have ripple effects for the rest of her life. There are two basic questions here: What kind of account to choose, and then what to invest in?

Deepest Sympathies. You’re Now the Executor of a Will. 07/11/2024

Deepest Sympathies. You’re Now the Executor of a Will. Executors must carry out the terms in a will, distributing valuable assets and memorabilia alike, all the while avoiding squabbles and documenting every step.

Managing Your Debt 07/09/2024

Managing Your Debt How to make a plan for tackling your debt, improving your credit score and feel like the money you owe isn’t controlling you.

Friend or Foe? Trade Shifts Reflect Geopolitical Risks (Jul) 07/07/2024

Friend or Foe? Trade Shifts Reflect Geopolitical Risks (Jul) In 2023, the United States bought more goods from Mexico than China for the first time since 2002.

Should I invest in a Roth IRA or a traditional IRA? 07/06/2024

Should I invest in a Roth IRA or a traditional IRA? Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

Inside the new job stress test 07/05/2024

Inside the new job stress test CEOs and pro quarterbacks take this stress test. Now you might, too.

U.S. Travelers Can Renew Their Passports Online Starting Today 07/04/2024

U.S. Travelers Can Renew Their Passports Online Starting Today A limited number of slots will open each afternoon for applications, with plans for later expansion.

After the Loss of a Loved One, Watch Out for Scams (Jul) 06/30/2024

After the Loss of a Loved One, Watch Out for Scams (Jul) Unfortunately, scam artists often prey on individuals grieving after the loss of a loved one.

8 ways to give your grandkids money without sacrificing your retirement savings 06/27/2024

8 ways to give your grandkids money without sacrificing your retirement savings Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of asset...

Some Gen Zers seem to be bringing parents to job interviews. It may not be as bad as it sounds. 06/25/2024

Some Gen Zers seem to be bringing parents to job interviews. It may not be as bad as it sounds. Gen Zers are bringing their parents to job interviews, a survey of 1,428 Zoomers found. Experts say this trend shows Gen Z values parental guidance, but it can hurt job prospects. However, having a parent in the interview may alleviate stress and anxiety.

How to find financial happiness if you're suffering from lifestyle creep, according to a Harvard professor 06/23/2024

How to find financial happiness if you're suffering from lifestyle creep, according to a Harvard professor Harvard professor Arthur Brooks emphasized curbing bad spending habits for financial happiness. Brooks noted that rising credit card debt is affecting the financial well-being of many Americans. Mindful spending and investing in long-term assets are key to overcoming financial stress.

How the Fed Can Cut Rates This Summer Without Cutting Rates 06/22/2024

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Personal-Finance Books to Put on Your Summer Reading List 06/21/2024

Personal-Finance Books to Put on Your Summer Reading List Looking for great reads to make you richer in knowledge (and perhaps wealth)? Here are recommendations.

Wasting Too Much Time on Your Phone? Tips to Regain Control—and Feel Better 06/20/2024

Wasting Too Much Time on Your Phone? Tips to Regain Control—and Feel Better Spending hours each day scrolling social media can cause as much irritation as an overgrown lawn. But there’s a lot you can do to improve the experience.

I'm a financial planner, and all my millionaire clients have 4 habits in common 06/18/2024

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Want to Pay Cash? That’ll Cost You Extra 06/16/2024

Want to Pay Cash? That’ll Cost You Extra From ballpark hot dogs to parking tickets, more cash payments are coming with a fee.

The Labor Market Hasn't Seen a Hot Streak Like This Since The '60s. Can It Last? 06/15/2024

The Labor Market Hasn't Seen a Hot Streak Like This Since The '60s. Can It Last? Number of the Day: An interesting datapoint in markets, economics or personal finance news

We should all play a part in raising the next generation 06/14/2024

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Sorry Inflation Doomers, We're Heading in the Right Direction 06/13/2024

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How Burnout Became Normal — and How to Push Back Against It 06/11/2024

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The Estate Tax Exemption Could Be Halved at the End of 2025. How to Lock It In. 06/09/2024

The Estate Tax Exemption Could Be Halved at the End of 2025. How to Lock It In. There are trusts and other tactics to take advantage of the generous exemption now while giving yourself flexibility.

The Problem With Behavioral Nudges 06/08/2024

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I’m a recovering perfectionist. Here’s how I embraced the joy of ‘good enough’ 06/07/2024

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The Loneliness of the American Worker 06/06/2024

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Saving for College: 529 Plan vs. Roth IRA (Jun) 06/04/2024

Saving for College: 529 Plan vs. Roth IRA (Jun) How does a Roth IRA stack up against a 529 plan when it comes to saving for college?

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Telephone

Address


101 Devant Street, Suite 603
Fayetteville, GA
30214

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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