Xerxes Nabong - Financial Advisor

Happy Holidays from my team at Wealth Avenue to you and your families!

12 years ago, this guy and I started our own financial advisory firm. An acquisition in 2016, a newly formed partnership last year, 12 members between our two teams… the sky is the limit and the fun is just getting started.

Never stop chasing your dreams. Happy Anniversary, Philip Maliniak!

https://lnkd.in/ekwazk2h

If the recent market activity has you rattled, tune into my latest podcast to help you keep perspective when it comes to long-term investing.

Be sure to know the matching benefits your employer offers on contributions made to your retirement plan.

If you recently changed jobs, it's wise to check if automatic contributions established on your behalf gets you the full employer match. Additionally, you may want to consider increased contributions to fill retirement savings gaps and potential tax benefits*.

*Consult a financial and/or tax professional for advice specific to your personal situation.

2021 Year-End Money Moves

It’s now October and with just a few months left in 2021, it’s time to really get your finances straight. While it’s ideal for you to maximize your financial health throughout the year, some things are left for us to catch up on.

Read on...

https://www.linkedin.com/pulse/2021-year-end-money-moves-xerxes-nabong-cfp-crpc-

2021 Year-End Money Moves It’s now October and with just a few months left in 2021, it’s time to really get your finances straight. While it’s ideal for you to maximize your financial health throughout the year, some things are left for us to catch up on.

Golf tournament fundraiser for the Seniors West of the Tetons at the Bronze Buffalo Sporting Club at Teton Springs in Victor, Idaho was fabulous! I also got to witness one of my playing partners, Roger Amadon, hitting his third hole-in-one on #10.

Carol Lichti

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 24 - My Entrepreneurship Journey

(Also on Apple Podcasts, Spotify, and Google Podcasts)

http://wealthavenue.us/money-maps-podcast-episode-24.php

Zack Miller, podcaster, marketing guru, business pioneer, and author of “Anomaly” interviews me about my entrepreneurship journey. From my early days working various retail jobs in college, my career beginning with American Express Financial Advisors to starting my own wealth advisory firm, my role as Yelp community manager, a failed investment in a cafe, to launching the most successful escape room business in Coastal Virginia, we discuss how past points in my life has crafted my mind for entrepreneurship.

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 21 - Health And Wealth With Lyle Starr

(Also on Apple Podcasts, Spotify, and Google Podcasts)

http://wealthavenue.us/money-maps-podcast-episode-21.php

Good health and growing your wealth go together. However you want to live your best life, it’s likely that enjoying the fruits of your labor involves all the extracurricular activities. Whether you like to travel, stay active engaging in sports or outdoor activities, or entertaining the people you love, growing your wealth affords these opportunities and good health allows you to enjoy them. Lyle Starr, a health coach with Lucky Starrs Health Coaching, joins me in this conversation. Hear his transformation story and how being mindful about caring for your body allows you to grow your health wealth.

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 19 - Millennials On The Move

(Also on Apple Podcasts, Spotify, and Google Podcasts)

http://wealthavenue.us/money-maps-podcast-episode-19.php

Episode two of my three-part series on Millennials and money is a conversation with three movers and shakers living in the Hampton Roads region of Virginia. My guests – Alisa Crider, Dr. Bo Yi, and Brad Hunter, and I were all part of the CoVa Biz Magazine’s annual Millennials On The Move feature, highlighting outstanding Millennial-generation professionals experiencing career success while shaping the civic and economic landscape of Hampton Roads. My guests share their personal money stories, changes in their mindsets, and tips to help you get and keep your financial house in order.

Special guests: Alisa Crider, Bo Ram Yi, Brad Hunter

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 17 - How Much Life Insurance Do You Need?

(Also on Apple Podcasts, Spotify, and Google Podcasts)

http://wealthavenue.us/money-maps-podcast.php

Purchasing life insurance is an important decision to protect your loved ones, the people you leave behind when you’re gone. You’ve asked yourself, “Do I need life insurance?” Well, if you answered yes and are ready to take the next step in getting life insurance coverage, the next question to ask is, “How much life insurance do I need?” In this episode, I go through a few different ways and a series of things to think through to help you protect the people you love when you’re no longer in the picture.

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 16 - What To Do If You Received Stimulus Funds

http://wealthavenue.us/money-maps-podcast-episode-16.php

(Also on Apple Podcasts, Spotify, and Google Podcasts)

President Joe Biden’s massive $1.9 trillion stimulus package was recently signed into law, providing much-needed financial relief for many Americans. This includes qualifying taxpayers to receive $1,400 per person, with the same amount paid out per dependent. What do you do with this third round of payments? If this is a lifeline to making ends meet, there’s an obvious use of the money, easing things a bit for those who are cash-strapped as a result of the pandemic causing financial and health mayhem to millions throughout the world. For those who see this as a small windfall, $1,400 may not be a long-term solution but you do have some options.

***NEW PODCAST EPISODE ALERT***

The Money Maps Podcast With Xerxes

Episode 15 - Understanding Life Insurance

(Also on Apple Podcasts, Spotify, and Google Podcasts)

http://wealthavenue.us/money-maps-podcast-episode-15.php

The decision to purchase life insurance stems around the question, “Do I need it?” People buy all types of insurance – auto, home, and health insurance, for themselves, with the hopes that they would never need to use it. But when it comes to life insurance, it’s always certain that at some point, our time on this earth will come to an end. It’s not a matter of if, but when, and since the “when” is unknown, it’s worth considering life insurance at multiple points in your life. To answer the question, “Do I need it?” The answer is that life insurance isn’t for you. It’s for those you leave behind. I’ll go over what life insurance is, the basic types of coverages, and when and how often you should consider reviewing your needs for it.

Guest appearance from: Rick O'Neil

A few words from me on what to do if you received stimulus funds.

https://www.linkedin.com/pulse/what-do-you-received-stimulus-funds-xerxes-nabong-cfp-crpc-

What To Do If You Received Stimulus Funds Published: March 17, 2021. A couple weeks ago, President Joe Biden’s massive $1.9 trillion stimulus package was recently signed into law, providing much-needed financial relief for many Americans.