Perennial Pride

Knowing where your income falls can make a big difference in your financial planning.💸 See how tax brackets work and how they impact what you owe.

📅September is Life Insurance Awareness Month! Life is full of unexpected twists, and having the right protection in place is key to securing your family’s future. Life insurance isn’t just about peace of mind—it’s about ensuring your loved ones are cared for, no matter what happens.

At Perennial Pride, we believe in safeguarding your legacy. Tom is here to guide you through the process and help you find the best life insurance solutions tailored to your needs.

✈️🌍 Dreaming of traveling in retirement? Learn how to lower retirement expenses, create a travel bucket list, research travel costs, add cost buffers, and maximize your travel dollars. Start planning your adventures today and make the most of your golden years! 🔖https://ow.ly/Y8SI50TeGvg

Budgeting for Travel in Retirement - Perennial Pride If you love to travel and immerse yourself in new cultures, there's a good chance you're looking forward to traveling in retirement.

Navigating the complexities of financial planning can be overwhelming. 🌟 At Perennial Pride, we specialize in the Infinite Banking Concept and advanced tax planning insights to tackle the challenges faced by small business owners and high net worth individuals. Let's simplify your financial journey together. 💼💰

NEW EPISODE!🎙️ In this final episode of this mini-series with Joe DeFazio, we continue to explore the tax system and how it can be leveraged to build wealth and support our families. We discuss the often overlooked positive aspects of the tax code and how understanding it can open doors to financial opportunities.💼

From business incentives to investing in energy and real estate, we delve into the strategies that allow you to legally reduce your tax burden while contributing to society. 🏦Whether you're just getting started or looking to deepen your knowledge, this episode is packed with insights to help you make the most of your financial journey.

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Discover the true essence of wealth beyond the numbers. 📘✨ My financial journey revealed that wealth is more than just money—it's about living abundantly. Dive into my book and start your own journey today!

🎓📈 Planning for college is more than just saving money; it's about making smart financial decisions early on. Our blog, "College Planning as Part of Your Financial Planning," covers everything you need to know—from opening a 529 savings plan and brokerage accounts to leveraging life insurance and consulting with a financial professional. Start early and secure a brighter future for your child!

Read more on our blog! ➡️https://ow.ly/2hlX50T8Peu

College Planning as Part of Your Financial Plan - Perennial Pride Here are some tips if you're interested in incorporating college planning into your financial plan: Start early. Open a 529 college account.

A strategy where you become your own bank! 💼💳 Take control of your finances and build wealth on your terms. Ready to learn more? Let's chat! 💬

NEW EPISODE! In this episode, we welcome back our friend Joe DeFazio, an enrolled agent and financial advisor, as we continue part two of our journey into understanding the tax code.🏦We're on a mission to demystify taxes and show how the system can work for you, not against you. In this episode, we focus on the individual employee and families, laying the groundwork for how the tax code impacts everyday life. We dive into how taxes are used as incentives by the government and explore the key deductions, adjustments, and credits available to help you save as well as 529 plans. 🏫Whether you're an employee raising a family or simply navigating your finances, this episode will shed light on the tax strategies you can use to your advantage.

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As you build your wealth, the desire to give back often grows.🌟 Charitable giving not only supports the causes you care about but also offers tax benefits like reducing income tax, capital gains, and estate taxes. Discover how to integrate charitable giving into your financial plan! 🔖Learn more: https://ow.ly/zEBM50T21rP

Charitable Giving in Your Financial Plan - Perennial Pride Charitable giving can allow you to support causes and organizations you believe in while reducing your income tax and capital gains.

Experience the power of financial flexibility with our Virtual Family Office! Our partner services offer access to cash value/line of credit options, providing a smart solution for seizing personal and business opportunities. Whether you're investing in your dreams or expanding your ventures, leverage your assets wisely with us. 💼💡💰

NEW EPISODE! Welcome to the first episode of our mini-series on personal finance, where we delve into the essential topics that impact your financial freedom.💰 In this kickoff episode, we explore the complex world of taxes with expert Joseph DeFazio, an enrolled agent with deep knowledge of the tax code.

Together, we'll demystify the tax system, starting with the basics and gradually uncovering strategies to help you legally mitigate your tax burden.🏦Whether you're an employee, self-employed, a business owner, or an investor, this series will provide valuable insights to help you maximize your wealth and achieve the financial freedom you deserve. Tune in and start your journey towards financial empowerment today!

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Maximize your wealth potential with a proactive approach to financial planning!

Are you on the path to a financially secure future? 💼 Our blog covers five different retirement savings plans to help you choose the best options for your needs.
Read it here🔖: https://ow.ly/b3bq50SWPBW

Start planning today for a comfortable retirement tomorrow! 🗓️

5 Retirement Savings options- Which is Suitable for You? – Perennial Pride Suppose you already know your retirement savings options; congratulations! You’re on your way to a more financially secure retirement. You must continue to save and determine other retirement savings vehicle strategies that may be appropriate for your situation.

Diversify your portfolio and explore the world of alternative investments! 💼💰

NEW EPISODE! Join Tom in this episode as he shares his personal journey into real estate investing.🏡 From starting out nearly a decade ago to navigating the challenges and successes of his first property, he offers valuable insights and lessons learned. Whether you're considering diversifying from equity markets or curious about active real estate investment, this episode provides a candid look at the process, strategies, and mindset needed to succeed. Tune in for practical advice, real-life experiences, and tips on how to get started in the real estate game.

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On our website, you can enjoy "The Family Bank", a free downloadable resource that lays the foundation for taking control of your financial future.💪

📘➡️https://www.perennialpride.com/

Perennial Pride FORGE YOUR OWN PATH TO SUCCESS We Help You Gain Freedom And Maximize Your Impact And Contribution In All Areas Of LifeOur purpose is to help you break away from the typical status quo, allowing you to gain freedom and maximize your impact and contribution in all areas of life, not just wealth. Our a...

Are you tuning in to the Perennial Pride podcast yet? 💡 Join us as we dive into strategies, stories, and insights that empower you to take control of your wealth and build a legacy that lasts. Listen now on Apple, Spotify, or YouTube and start your journey toward financial independence today!

🏡 Ready to buy a house? Don't forget to plan for the upfront costs and ongoing expenses beyond just taxes and utilities. From earnest money to HOA fees, be prepared for all the costs involved in the home-buying process. Check out our blog to get the full breakdown!

The Real Costs of Buying a Home – Perennial Pride When you’re ready to buy a house, it’s essential to consider the upfront costs and ongoing expenses outside of taxes, utilities, and home maintenance.

Discover the power of partnership in wealth management with our Virtual Family Office. From estate planning to lifelong financial management, we're here to ensure your legacy is preserved and your wealth is distributed according to your wishes. Take control of your financial future today! 💼💰

NEW EPISODE! Tom dives into the essence of maximizing our most precious resource: time. Inspired by Dan Martel's book "Buy Back Your Time,"📘 Tom explores strategies for entrepreneurs and individuals alike to leverage their time effectively. He covers the concept of the "ignorance tax" and emphasizes continuous education, leveraging other people's skills, and utilizing technology and tools for efficiency. Tune in for practical tips on accelerating your wealth, finding fulfillment, and ensuring you spend your time on what truly matters.

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Meet Bryan, one of the dedicated advisors here at Perennial Pride. With over a decade of experience and a passion for making a difference, Bryan has helped over 1,000 individuals make informed financial decisions. From tax optimization to estate planning, Bryan ensures your money works smarter for you. 🌟 His commitment to ongoing learning means you get cutting-edge strategies tailored to your needs. Are you ready to secure your family's legacy? Contact Bryan and the team today!

Personal finance is all about how you make money, save money, build wealth, and protect your assets. It’s the key to living well today and securing your future.💰Check out our blog for tips and resources to help you meet your financial goals!

How to Find Financial Help – Perennial Pride Personal finance refers to how you make money, save money, build wealth, and protect your assets. It’s an essential part of life as it impacts how you live today and what your life will look like in the future. If you’d like to take control of your finances to meet various financial goals, rest ...

Shield what matters most with our Property and Casualty Insurance services! 🏡🚗 Whether it's your home, car, or cherished belongings, safeguard them against unforeseen accidents and damages. 💼 Partner with us to ensure comprehensive financial protection for your assets. Contact us today to get started!

💼NEW EPISODE!🏡 Discover how life insurance can be a powerful financial asset, just like your home! In our latest episode, we dive into the practical side of the Infinite Banking Concept. Learn how specially designed whole life insurance policies can offer flexibility and control over your finances. Tune in to explore the pros, cons, and real-life applications that can help you take charge of your financial future! 💪💰

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