Abacus Wealth Partners

Passing real estate on to future generations as part of your inheritance plan can have a variety of wealth and legacy benefits, but it also requires some strategic planning. Here are some considerations for including property as part of your estate from Abacus advisor, Ariel Ward. https://lnkd.in/dQtEPs42 #RealEstate #EstatePlanning #FinancialPlanning #FinancialAdvisor Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.

On this week’s episode of If Money Were Easy, Mary Beth Storjohann, CFP® and Neela Hummel, CFP® are joined by Abacus co-founder Spencer Sherman, MBA, CFP® to explore the transformative power of gratitude. As a financial advisor and mindfulness coach, Spencer shares his insights on integrating mindfulness into money management as they cover topics ranging from overcoming limiting biases, finding peace in daily activities, disrupting negative thought patterns, and more. Tune in for insights on how genuine appreciation can help shift your mindset, enhance decision-making, and foster a balanced approach to finances. It’s an illuminating conversation, and a great way to wrap up this season of the podcast. Listen here: https://lnkd.in/eD6haVGU #Mindfulness #PersonalFinance #FinancialPlanning #Podcast Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.This material is not intended to serve as personalized tax, legal, and/or investment advice.

As the end of year approaches, here are 6 strategies to consider to help prepare your finances for a prosperous new year. https://lnkd.in/ep3aMuKH Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.

In this episode of If Money Were Easy, Mary Beth Storjohann, CFP® and Neela Hummel, CFP® reflect on the milestone of turning 40, and share their perspectives on navigating the next decade with intention – both financially and personally. They discuss the value of maintaining and deepening friendships and the lasting impact of investing in experiences. They share how their concerns and priorities are shifting as they each lean into the growth that comes with aging. Listen in for some of their key financial strategies for this stage of life, such as the significance of a robust emergency fund, making thoughtful investments, and not getting caught up in feelings of being “behind,” regardless of what your money journey looks like. Tune in wherever you get your podcasts or listen here: https://lnkd.in/ewrzgH2J Disclosure:  Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.This material is not intended to serve as personalized tax, legal, and/or investment advice.

Want a healthier, more balanced relationship with money? Discover your financial archetype and get personalized guidance to help achieve your money goals. https://lnkd.in/e_HWy6B

What's holding you back from pursuing your goals? On this episode of If Money Were Easy, special guest Amanda Flisher explores the power of giving yourself permission to take action. Discover how you can overcome fears and navigate your way to success. https://lnkd.in/eJEaRkS9

We like plans. Especially financial plans.

Here’s what every entrepreneur should know about planning and saving for retirement. https://lnkd.in/e5jSzJze

No matter what your financial story is, it's always possible to transform your relationship with money. Here's how to get started examining past decisions, forgiving yourself for any missteps, and changing your mindset so you can define a new trajectory for your financial life. https://lnkd.in/e9r94Xcu Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.

Want to grow your understanding of investments and how they can transform your financial life? Download our free guide that outlines 10 key principles to help improve your investment experience. https://lnkd.in/gnnCeUb