NobleMark Financial

Cheers to the long weekend! 🌟

Wishing everyone a relaxing, safe and fun-filled Labor Day. Time to celebrate the hard work and enjoy some well-deserved rest! 🛋️☀️

What are your plans for the weekend?!

Looking for more than quick tips?

Let's schedule a meeting today and get started creating a financial plan tailored to your needs and goals!

Your future is worth the investment.
Link in bio or call us at (586) 737-7496

Questions you may have & Answers from us at NobleMark Financial!

Last week we posted "Ask us Anything", and had great questions! Here are some we are asked often and wanted to share our responses with you!

Swipe through ➡️

If you'd like to discuss these topics any further, please schedule a meeting with us. Located in Utica 📍

Link in Bio 🔗

Life insurance is an essential financial product that provides a safety net for your loved ones in the event of your passing!

Schedule a meeting with us to prepare for certainty of uncertainty!

Comment “GUIDE” and we will send you our insurance guide to help you understand the process and what to consider!

Happy Friday! Let's talk money saving strategies, we have a some tips for you! 💰

You can start by creating a budget, automating your savings as well as tracking your spending.

Schedule a meeting with us today to take advantage of your tax benefits and chat about investment options that would best fit your needs!

Meeting link in our bio!

At NobleMark Financial we are here to serve you! We aim to educate and inform our clients. We'd love to help you!

What questions do you have for us?

Comment below ⬇️

Secure Your Future: Four Reasons to Start Investing Today 🌟

Investing is not just for the wealthy; it's a powerful tool anyone can use to build a secure financial future. By starting to invest, you can harness the power of compound interest, grow your wealth over time, and achieve your long-term financial goals.

Whether you're saving for retirement, a down payment on a house, or your child's education, investing wisely can help you reach those milestones faster. Don't wait—start investing now! 💰

Schedule an appointment with us today, link in bio!

Our Commitment to You ⬇️

We commit to work with you in the same manner as we would expect our own personal advisors to work with us: to provide you with trustworthy financial guidance, innovative strategies, and customer service that is simply unmatched in the financial industry.

We commit to work tirelessly and to be relentless in our efforts as we help you and your loved ones plan for your financial future.

Pictured above, we have Jason Baird and his family. Jason is an investment advisor representative at NobleMark and his family means the world to him!

Jason resides in Washington Township and has a cherished family of his own.
He has been married to his wife, Katie, since 1999 and together they have two sons, Nathan and Alex. Jason spends a lot of his free time participating and/or attending the boys extra curricular activities.

Jason will go above and beyond to take care of you! Schedule a meeting today and join our NobleMark family! Link in bio

Secure your tomorrow today! 🌟
Start saving for retirement now and enjoy the peace of mind that comes with financial freedom.
Call us today, your future self will thank you! 💰🌅

Happy Friday, Let’s Connect 🗓️

Call us today and schedule a meeting to make a plan for your future financially. We tailor our financial plans to meet your needs and goals!

You can also schedule a meeting through our site here ⬇️
https://www.noblemarkfinancial.com/contact-us

Effective tax preparation can lead to significant financial benefits 💰

Swipe through to see why you should be thinking about your taxes now and save for future reference!

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Protect what matters most, your family!

At NobleMark we can shop the best life insurance plans for your needs! Prepare for the unexpected with us.

Check out our bio and schedule an appointment with us today!

Let's grow together! Schedule an appointment with us today to discuss all of your financial goals. Link in bio!

It's never too early to start saving for retirement!

Read below for some tips to help you get started!

Graduation season is upon us!! A 529 plan is a great option to help save for education expenses!

Contributions to a 529 plan grow tax-free, and withdrawals used for qualified education expenses are also tax-free. This can help maximize savings and reduce the overall tax burden.

529 plans can be used for a wide range of education expenses, including tuition, books, fees, room and board, and even certain K-12 expenses. They can be used at eligible colleges, universities, trade schools, and even some international institutions.

Many states offer additional tax benefits for contributions to a 529 plan. These benefits can include deductions or credits on state income taxes, providing further incentives for saving for education.

It's important to note that the specific benefits and regulations of 529 plans may vary depending on the state and plan chosen. It is recommended to consult with a financial advisor or tax professional for personalized advice. We would absolutely love to point you in the right direction! Message us today to schedule your appointment.

Here are some practical money management tips👇🏼

1️⃣Keep track of your expenses to ensure you stay within your budget. This can be done through apps, spreadsheets, or even a simple pen and paper.

2️⃣Make saving a priority by setting aside a portion of your income each month. Consider automating your savings by setting up automatic transfers to a separate savings account.

3️⃣Review your expenses and look for areas where you can cut back. This could include eating out less, canceling unused subscriptions, or finding more affordable alternatives for certain products or services.

4️⃣If you have any high-interest debt, such as credit card debt, make it a priority to pay it off as quickly as possible. Consider using the debt avalanche method, where you focus on paying off the debt with the highest interest rate first.

5️⃣Set specific financial goals, such as saving for retirement, buying a house, or paying off student loans. Prioritize these goals and allocate your money accordingly.

6️⃣Consider investing in stocks, bonds, or other investment vehicles to grow your wealth over time. It's important to do your research or seek advice from a financial advisor before making investment decisions.

Remember, financial management is a lifelong process, so be patient and persistent in your efforts to improve your financial health.

SEP plans offer several advantages to small business owners, free lancers, and self-employed workers! 👇🏼

1️⃣ They provide a tax-efficient way to save for retirement. Contributions made to a SEP plan are tax-deductible, which can help reduce your taxable income.

2️⃣SEP plans have higher contribution limits compared to other retirement plans available, allowing you to save more for retirement.

3️⃣SEP plans are easy to set up and administer, with minimal paperwork and administrative responsibilities.

✨It's important to consult with a financial advisor or tax professional to understand the specific rules and regulations regarding SEP plans and determine the contribution amount that suits your financial situation and retirement goals.

Interested in learning if a SEP is right for you? Schedule an appointment with us today!

Put your tax refund to work!

We have been working around the clock for our clients to submit their taxes on time!

Need help filing your taxes? Schedule an appointment with us today!

Consulting with a financial advisor on retirement planning can help ensure a secure and comfortable retirement. Do you feel prepared for retirement?

Schedule your appointment today by heading over to our bio.

Ready to make a plan for the future? Schedule an appointment with us today!

Retirement Expectations vs. Reality
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A quick internet search reveals all sorts of sources instructing new retirees should strive to retire on 70-80% of their end salary, but it can be a tough one to achieve.

Most new retirees often want to travel, explore new pursuits, learn some hobbies, and finally get around to those things they had put off when they were too busy with work. So, in the first few years, some may spend roughly as much as they did before retirement!

For many retirees, median household spending increases but, with a smart financial strategy, the annual median household spending in retirement tends to decline after age 65!

Schedule an appointment with us today to plan for tomorrow! ☀️🌴

This is no April Fools' joke! The tax deadline is right around the corner. Need help! Message us today!