Matthew Washington, Jr, CPFA, Wealth Advisor
Nearby accountants
Greenbriar Drive
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Helping Everyday Heroes Build and Protect Their Financial and Family Legacies Schedule some time to chat https://calendly.com/matthew-washington-jr
...Roses are Red and Violets are Blue, Insure yourself and Ensure your loved ones too!...
..February is the Month of Love as well as Insure Your Love Month!...
..We express our love in many ways, the Beautiful Words on a Card, the Wonderful Taste of a Well-Planned Meal, or the Sweet Smell of a Bouquet of Roses or Flowers...
..Remember to Express Your Love by Insuring Yourself and Ensuring that Your Family is Protected, Should the unthinkable happen...
..Great planning Always Starts with A Great Conversation!...
..Reach out, Click the link, and Let's Schedule some time to review your Life and Love Insurance https://calendly.com/matthew-washington-jr
..Happy Love Month! Happy Insure Your Love Month!...
..Everyone Be Blessed and Stay Safe...
...As Financial Wellness month comes to an end, I wanted to revisit a few things to bring everything back full circle...
..When we think about Financial Wellness, we're thinking about what is in our financial buckets...
..It's similar to our Physical Wellness and our Mental Wellness...
..What are we putting in our bodies, are we eating fruits or eating fast food?...
..What are we putting in our mind? Gossip radio, "Reality" TV, or are we reading self-help books? Or listening to podcasts that’ll help us strengthen our skill set...
..What are we putting in our financial buckets? How diversified are your financial buckets?...
..What amount of asset allocation do you have in each bucket? And is it sufficient to sustain the life that you want to live?...
..Do you have any solutions in place to protect and buffer your Financial Wellness, when there's a downturn in the market or an unexpected life event?...
..Having a financial plan in place, and actually applying that financial plan will help ensure that you are Financially Fit and Financially Well for many years to come...
..A Great Plan starts with a Great Conversation, and I would love to get that conversation started with you!..
Click the link, schedule some time and let's chat. https://calendly.com/matthew-washington-jr
...Happy Financial Wellness Month!...
..Not only is January the beginning of the new year, new goals, new dreams…it is also Financial Wellness Month...
..How do you feel about your finances and your financial future? Is the current strategy you have in place sufficient? Does it need readjusting? How is your current financial situation affecting you mentally and physically?...
..Believe it or not, there is a direct link between, finances, debt stress and your mental and physical health...
..Having a financial strategy in place can have a positive effect on your overall mental and physical health as well as ensuring you and your family’s financial legacy for generations to come...
A Great Plan always starts with a Great Conversation!
Reach out and let’s chat https://calendly.com/matthew-washington-jr
...Happy New Year Everyone! Last week was New Year's Resolutions Week and I wanted to check in with everyone to see how is it going so far...
..Regardless of where you are in your journey, the best advice is to Just Start! Want to eat healthier, Just Start! Want to Save more, Just Start! Want to become more investment savvy, Just Start!...
..I am here to assist in any way that I can! Reach out, Click the Link, Schedule some time and Let's Chat!
Click to schedule your complimentary financial review https://calendly.com/matthew-washington-jr
What are some of your some of your New Year's resolutions and are you sticking with them?
Like, Comment and Share the video below!
P.S. - I hope you enjoy the behind the scenes footage at the beginning of the video haha. Keep it light and be true to yourself!
...Happy LIAM (Life Insurance Awareness Month)!...
..September is Life Insurance Awareness Month so I wanted to send a quick Public Service Announcement on why you should consider Life Insurance...
..A Great Plan Starts with A Great Conversation! Click my link in the comment section for your complimentary insurance review...
...Are Your Financial Goals Well-Defined?...
..Many Times We Say, "I Want To Be Well Off, I Want Plenty Of Money, I Want My Family To Be Taken Care Of", Which Are All Great Goals...
..However, Those are Both Generic And A Little Vague...
..How Much Is Plenty Of Money? Is Plenty Of Money Today The Same As It Will Be Tomorrow? What Does Well-Off Actually Mean?...
..The Key To Your Financial Goals Is Being Intentional And Being S.M.A.R.T. About Your Goals...
..Your Goals Must Be (1)Specific, (2)Measurable, (3)Attainable, (4)Relevant And (5)Timely, S.M.A.R.T. Goals...
..If You Haven't Taken Time To Sit Down And Define Your Goals, Or If You Have Already Defined Your Goals In The Past, And It's Time To Revisit, Please Do Not Wait Any Longer...
..Click The Link, Schedule Some Time, And Let's Be S.M.A.R.T. About Your Goals...
Reach Out and Let’s Get Started https://calendly.com/matthew-washington-jr
..Great Planning Always Starts With A Great Conversation, And I Would Love To Get That Conversation Started With You!...
..Everyone Be Blessed And Stay Safe...
06/02/2023
...I recently had the great opportunity to speak at William P. Hobby Elementary to Pre-K through 5th graders for career day. We spoke about Money, from Piggy banks (younger students) to budgeting to savings and investing. We spoke about Careers, and choosing a path not only for what you can earn, but also something you enjoy and are passionate about. We even spoke about regrets and staying focused and determined during hard times...
..The students asked great questions and had great answers to my questions. You'd be impressed with how knowledgeable many of the students are...
..I am grateful for being able to speak at a school I attended as a child, my niece currently attends, and my mother retired from. I truly felt rejuvenated after talking to these wonderful students! The children are the future and it's never to early for them to learn...
09/08/2022
09/08/2022
06/29/2022
...Did you know?...
..You are able to take refresher course geared to older drivers to help feel more confident on the road...
06/28/2022
...National Insurance Awareness Day is a great reminder of how insurance can help ease the cost burden should a disaster strike as well as a great reminder for us all to review our current insurance policies to ensure they are up to date with our current needs...
06/27/2022
...When you're faced with challenges, buckle down, stay steadfast, and challenge it to a dance off!...
06/22/2022
...Did you know?...
..Exercise can benefit your brain just as much as it does your body and there is a direct correlation between increased physical activity and a reduced risk of dementia!...
06/20/2022
...Diversity enhances and increases what you can accomplish in your life - Personally, Professionally and Financially!...
..Stay Diversified My Friends!...
06/19/2022
...Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. On this day, we have an opportunity to affirm once more the universal right to life, liberty, and the pursuit of happiness for every human being...
..Let us take time to reflect upon how far we have come, how far we have to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world...
06/19/2022
...Happy Father's Day to All you Wonderful Fathers! Happy Father's Day to my Dad, Matthew Sr., who has been instrumental in my growth into Manhood, Responsibility, Hardwork, the list goes on! Love you Pops!....
06/15/2022
06/01/2022
...Get up off that couch, Get out and Keep your body moving...
05/27/2022
...It's never too early to talk to and teach your children about the fundamentals of money and finances. It can have a positive and valuable impact on their Financial Futures...
05/25/2022
...Check out this shopping list as a guide to help you make healthier choices an healthier meals...
https://www.cancer.org/healthy/eat-healthy-get-active/eat-healthy/shopping-list-basic-ingredients-for-a-healthy-kitchen.html
…For Most Businesses, Their Most Important Asset Is Their People…
…Many Times Owners Insure Their Other Assets, Such As Buildings And Cars, However They May Overlook Doing The Same For Those Individuals Who Are Critical To The Success Of The Business…
4 Important Questions You Should Ask Yourself Are:
…1st, Who Is Key? Who Is the Person Whose Loss, Due to Death or Disability, Will Cause A Financial Setback To The Business? Few Examples Are, A Top Salesperson, Someone with A Specific Expertise, Or Someone Who Has Built Great Relationships with Customers, Vendors, Or Creditors…
…2nd, How Can You Protect Yourself From The Loss Of A Key Person? With Key Person Insurance. This Is an Insurance Policy That Is Usually Owned By The Business, Whose Premiums Are Paid By The Business, And The Benefits Are Paid To The Business To Help Protect The Business From Adverse Effects Of Losing That Key Person…
…3rd, How Much Is Enough Coverage? When Considering the Amount Of Coverage, 1st, You Should Calculate The Financial Impact Of The Loss Of The Key Person. Then Find Out the Cost Of Insurance For That Amount. This Should Help You Make a Decision That Balances the Protection Needed With What Your Business Can Afford…
…4th, What Can Be Done with The Proceeds? The Funds Can Be Used to Meet Day-To-Day Expenses, Pay Off Debts, Replace Lost Profits, Or Even Help Recruit and Train New Staff…
…Being Adequately Insured as A Business Owner As Well As Insuring Key Persons Is Very Important To The Strategy, Planning, And Success Of Your Business…
Great Planning Always Starts with A Great Conversation, And I Look Forward To Getting That Conversation Started With You!
Click The Link, Schedule Some Time and Let's Chat About The Potential Of Your Most Valuable Asset And It's Important To Your Financial Well-Being
Reach Out and Let’s Get Started Https://Lnkd.In/G73rqea
..Everyone Be Blessed And Stay Safe….
05/23/2022
...Sometimes being stubborn is a good thing, especially when someone is telling you what you are not capable of achieving!...
..If You Believe, You can Achieve!...
05/20/2022
...Happy Military Appreciation Month! As we celebrate our Military Forces, let's also bring awareness to the many programs that help ensure their Financial and Family Legacies...
05/19/2022
...Did you know?...
..May is Mental Health Awareness Month! Whether or not we personally suffer with a Mental Health Issue, we should all take the time to recognize the ways mental illness impacts a person's everyday life, educate ourselves about mental illness as well as educate people about available services, and do our best to not judge or dismiss a person's mental issues, however become an advocate for change and help in any way we can!...
05/18/2022
...To help reduce possible injury please remember to stretch and warm up those muscles and joints before jumping right into exercise and other physical activities...
...Business owners, Who do you trust to run your business when you're not around?...
..Who would cut on the lights at the office if you did not make it into work tomorrow?...
..There are a number of reasons for business owners to consider a succession plan for their business…
..Two very important reasons are taxes and the value of the business...
..Upon the death of the owner, estate taxes as well as other fees may be due. And having a proactive strategy in place, may better help manage them...
..Failure to properly plan can also lead to a loss of control over the final disposition of the company...
..The absence of a succession plan may result in a decline in the value of the business in the event of the owner's death or an unexpected disability...
..There are 3 basic steps in the process of business succession planning...
..First, you want to identify your goals...
..Do you want future income from your business for you and your spouse?...
..What level of involvement, if any, do you want in the business after a possible sale?...
..Do you want to create a legacy for your family or donate to a charity?...
..Second, determine steps to pursue your objectives...
..There are a number of tools that can help you follow the goals that we've identified...
..They may include a buy-sell agreement, insuring key people in the business, or even creating an employee stock ownership program so that the employees have ownership stake in the company in the future...
..Third, implement the strategy...
..You've identified your goals, you have determined the steps to achieve those goals, now, the final step is to implement the ideas, put them in action!...
..Remember to revisit and review the strategy regularly to ensure the plan remains relevant...
..A quick note, gaining a better understanding of the value of your business is an important step in the succession planning process...
..Our firm has invested in innovative technology that provides an approximate, informal business valuation to better help us enhance the planning strategies that we offer business owners...
Reach Out and Let’s Get Started https://lnkd.in/g73RqeA
..Click the link above, schedule some time and let's chat...
..Great planning always starts with a great conversation, and I would love to get that conversation started with you!...
..Everyone Be Blessed and Stay Safe...
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4101 Greenbriar Drive, Suite 236
Houston, TX
77098
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| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
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