SpaceX Headed for 401(k) Inclusion in 2026 SpaceX's potential 401(k) inclusion could affect about $9.6tn in DC assets; Michael Burry warned Apr 11–12, 2026 that retiree savings risk becoming "exit liquidity" (Yahoo Apr 12, 2026).

SpaceX Headed for 401(k) Inclusion in 2026: SpaceX's potential 401(k) inclusion could affect about $9.6tn in DC assets; Michael Burry warned Apr 11–12, 2026 that retiree savings risk becoming "exit liquidity" (Yahoo… 👈 Read full analysis #SpaceX #401k #RetirementSavings #Investing #FinancialPlanning

CD rates today, April 12, 2026: lock in up to 4.05% APY! An interesting opportunity for those seeking stability in uncertain times. But be cautious: markets remain volatile and nothing is guaranteed. #CDRates #Investing #FinancialPlanning #VolatilityVibes

I tassi dei CD oggi al 12 aprile 2026: fino al 4,05% APY! Un’opportunità interessante per chi cerca stabilità in tempi incerti. Ma attenzione: i mercati restano volatili e nulla è garantito. #CDRates #Investing #FinancialPlanning #Ansia&Finanza

Solo 401(k) Outpaces SEP IRA for Dentists Self-employed dentists can boost retirement savings by up to $23,000/year by switching to a Solo 401(k) vs a SEP IRA, per Yahoo Finance (Apr 11, 2026).

Solo 401(k) Outpaces SEP IRA for Dentists: Self-employed dentists can boost retirement savings by up to $23,000/year by switching to a Solo 401(k) vs a SEP IRA, per Yahoo Finance (Apr 11, 2026). 👈 Read full analysis #Solo401k #SEPIRA #Dentists #RetirementSavings #FinancialPlanning

On the “Financial Planning Tips for Life Transitions” episode of the Demystifying Money podcast, I talk about how to recognize when you’ve outgrown your financial plan and what it looks like to adjust it thoughtfully.

Listen here: [zurl.co/AR3gD]

#DemystifyingMoneyPodcast #FinancialPlanning

Budgeting and Money Matters in Divorce - Micah Roberts 💰 Budgeting and Money Matters in Divorce — Join Guest Micah Roberts, Chief Empowerment Officer of Empowering Financial Coaching, LLC, together with Host Mardi Adams on UnDoing We. In this practical and empowering episode, they discuss how budgeting, financial awareness, and smart planning can help individuals regain control of their finances during and after divorce. Learn how to create a realistic financial roadmap, manage expenses, and build a stronger financial future as you move into your next chapter. Micah, explains how to align your budget with your values, spend intentionally without guilt, and build supportive communities where asking for help is encouraged. This episode offers empowering strategies for reframing budgeting, adapting to life changes, and confidently taking charge of your financial future.  Connect with Mardi: Email: Mardi@poscs.com Website: divorcecoach4women.com  About the Guest Micah Roberts serves as the Chief Empowerment Officer (CEO) of Empowering Financial Coaching, LLC, bringing a wealth of experience from her background in education, ministry, and coaching. Inspired by her own financial challenges and triumphs—and the support that made a difference—Micah co-founded Empowering Financial Coaching alongside her partner, Charles Roberts. Together, they are dedicated to serving as accountability partners and cheerleaders for their clients. Their coaching program is designed to help individuals and families discover personalized strategies to achieve financial empowerment and lasting success.  For Micah’s gift: promo.empoweringfinancialcoaching.com/financial-shame-detox  To connect with Micah: Website: empoweringfinancialcoaching.com

📣 New Podcast! "Budgeting and Money Matters in Divorce - Micah Roberts" on @Spreaker #budgetingafterdivorce #divorcefinances #divorcerecovery #empoweringfinancialcoaching #financialempowerment #financialplanning #goingbold #goingsolo #goingsolodirectory #goingsolonetwork #lifeafterdivorce

You have until 04/15/26 to fund a 2025 Traditional or Roth IRA. We help clients choose the right IRA strategy before the deadline. Link in the comments. #IRAContribution #RothIRA #TraditionalIRA #RetirementPlanning #BackdoorRoth #FinancialPlanning #InvestSmart #TaxPlanning #SanDiego #California

Private Wealth Group Files 13F on Apr 10 Private Wealth Group filed Form 13F on Apr 10, 2026 for quarter ended Mar 31; 13F rules apply at $100M AUM and filings are due within 45 days.

Private Wealth Group Files 13F on Apr 10: Private Wealth Group filed Form 13F on Apr 10, 2026 for quarter ended Mar 31; 13F rules apply at $100M AUM and filings are due within 45 days. 👈 Read full analysis #WealthManagement #InvestmentStrategy #PrivateEquity #FinancialPlanning #13FFiling

Rain Doubles Crash Risk on Wet Roads, But These Tips Can Help Your Clients Avoid Spring Wrecks Drivers can take simple, effective steps to maintain control and avoid expensive and dangerous weather-related collisions.

Nearly 1.2M crashes occur each year on wet pavement, 75% of all weather-related collisions, per the Federal Highway Administration.

Mercury Insurance shares 6 tips to help drivers reduce risk this spring.

Read more at Rethinking65
rethinking65.com/rain-doubles...
#Insurance #FinancialPlanning

Twenty Simple Ways to Give Your Finances a Thorough Spring Clean | NorthStar Wealth Management Refresh your finances this spring with 20 practical tips - from budgeting and ISAs to pensions and debt. Small steps, big results.

ICYMI: Twenty Simple Ways to Give Your Finances a Thorough Spring Clean www.nswm.co.uk/insights/nor... #FinancialPlanning #SpringClean #NorthStar

EPFO 3.0 Update: Latest PF Withdrawal Rules You Need To Know In 2026 Planning to withdraw PF? Here’s a quick guide to EPFO 3.0 rules, including eligibility, limits, and key changes.

Web Server Hosting EPFO 3.0 Update: Latest PF Withdrawal Rules You Need To Know In 2026 Arise Server #EPFO #PFWithdrawal #RetirementSavings #FinancialPlanning #InvestSmart

The retirement rules that worked for your parents may be quietly draining your savings. Here's what to watch out for. #Retirement #PersonalFinance #SocialSecurity #401k #FinancialPlanning

HSAs are powerful tax-first wealth tools for high earners. Learn more in the blog link in comments. #HSA #HealthSavingsAccount #TaxStrategy #WealthBuilding #FinancialPlanning #HighEarners #CaliforniaFinance #TaxPlanning #InvestmentStrategy #PersonalFinance #SanDiego

We are obsessed with outcomes. Every campaign launched through FINNY adds data to feed our models and help us find insights about what actually works to drive positive advisor outcomes.

#wealthmanagement #financialadvisors #financialplanning #fintech

Are Trump Accounts Worthwhile? Here’s what families need to know before opening a Trump Account for their children, especially if they planning to use it for college.

Are Trump Accounts worth it for families?

Geoff Balkcom, president of BAI Financial, explains what families need to know about the benefits, tax treatment, and potential tradeoffs before opening one.

rethinking65.com/are-trump-ac...

#FinancialPlanning #FamilyFinance #WealthManagement

What is Cashflow Planning? Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

What is Cashflow Planning? Check out our 60-second video. bit.ly/2Scn025 #CashflowPlanning #FinancialPlanning #Video

Planning your business exit? 🚀 @The_MGroup guides you through the strategy and preparation for a seamless transition. Make key decisions early, maximise your business value, and secure your financial future. �'��'� #BusinessExit #FinancialPlanning Planning your business exit? 🚀 @The_MGroup guides you through the strategy and preparation for a seamless transition. Make key decisions early, maximise your business value, and secure your financial future. �'��'� #BusinessExit #FinancialPlanning

Planning your business exit? 🚀 @The_MGroup guides you through the strategy and preparation for a seamless transition. Make key decisions early, maximise your business value, and secure your financial future. �'��'� #BusinessExit #FinancialPlanning

Join our upcoming free SBS Financial Planner taster session and discover how our software can support strategic financial planning in maintained schools.

📅 16th April, 10-11am, Zoom

👉 Sign up: zoom.us/webinar/regi...

#SBS #EducationFinance #MaintainedSchools #FinancialPlanning #EdTech

Big life changes are all moments worth pausing & looking at the bigger picture. Adjusting a plan isn't starting over. It's refining it so your money continues to support the life you are living.

#FinancialLiteracy #FinancialPlanning #DemystifyingMoney

Financial Educator Yanely Espinal Shows Educators the Path to Millionaire Status | NJ Alternate Route Rutgers University When financial educator Yanely Espinal started her third-and-fourth-grade teaching career in Brooklyn, she didn’t have the resources or awareness to be financially literate. Her experience echoes…

Find out how educators can reach millionaire status with some helpful advice from financial educator @missbehelpful. #FinancialLiteracy #FinancialPlanning tinyurl.com/yced2n7r

Big milestone: My triplets are college bound; @cornelluniversity.bsky.social , Connecticut College , and Rensselaer . Eighteen years of steady #529plan contributions, state tax incentives, and a lot of discipline made this possible. Planning early matters. #collegesavings #financialplanning

Managing a variable income as a locum doctor doesn’t have to be overwhelming.

From budgeting to tax planning, discover practical tips to stay in control of your finances and plan ahead.

🌐 www.locumexpress.ie/managing-irr...

#LocumDoctors #FinancialPlanning #HealthcareCareers

Start early or pay the price later. A 5–10 year delay doesn’t just cost time—it compounds into massive lost wealth. Consistency beats timing. The difference isn’t effort, it’s when you begin. #investment #financialplanning #mutualfundssahihai #financialadvisor #blueprintfinserv

Are Your Pensions Fit for Purpose? The Eight Warning Signs to Watch Out For | NorthStar Wealth Management Eight warning signs your pension may not be fit for purpose, and what you can do to protect your retirement income.

Did you see our #blog post last week? Are Your Pensions Fit for Purpose? The Eight Warning Signs to Watch Out For www.nswm.co.uk/insights/nor... #pensions #retirement #FinancialPlanning

How To Safely and Easily Grow Your Retirement Fund With One Simple Strategy Based System and the Biggest Mistake That Can Wreck It All | Flipboard yourlifestylelibrary.com - Ever since I hit my 50s, I’ve started thinking more seriously about retirement. Now, I know it should have been on my radar long before this, but for …

flip.it/rleafn I feel like you need a PHD in finance to understand all the ins and outs of retirement funds, until my brother, who works in finance, sat me down and outlined a very simple system. #retirement #retirementplanning #financialplanning #personalfinance #flipboardusergroup

“A written plan beats mental planning.”
Clarity on paper creates direction in action. When goals are written, decisions become sharper, discipline becomes easier, and progress becomes measurable. Thoughts can drift—but a written plan keeps focus locked.

#FinancialPlanning
#WealthBuilding

One of the biggest misunderstandings of financial planning is that once you build a plan, you're supposed to follow it forever. Good financial planning is about adjusting your plan so it supports the person you are now.

#FinancialPlanning #MoneyMindset #DemystifyingMoney #FYP

Rising gas prices signal inflation. Build a financial plan that adapts and stays true to your priorities. #InflationImpact #FinancialPlanning #EconomicTrends #LongTermGrowth #PersonalFinance #SanDiego #California

OBBBA Restores 100% Bonus Depreciation OBBBA restores 100% bonus depreciation (Apr 7, 2026), creating immediate tax shields — e.g., $100m of qualified capex yields an incremental ~$16.8m federal tax shield at 21% — firms face a narrow window.

OBBBA Restores 100% Bonus Depreciation: OBBBA restores 100% bonus depreciation (Apr 7, 2026), creating immediate tax shields — e.g., $100m of qualified capex yields an incremental ~$16.8m… 👈 Read full analysis #BonusDepreciation #TaxIncentives #CapitalExpenditure #TaxShield #FinancialPlanning

Never buy a life insurance policy that pays dividends. Focus on protection, not perks. Secure your future the smart way.

#SmartMoney #ProtectYourFuture #InsuranceTips #FinancialPlanning #MoneyMatters #StayProtected #WealthBuilding #InsuranceWisdom