Tuesday, September 29, 2015

What if you were to get rewards, discounts, cost savings to track and maintain a Healthy Lifestyle?

What if you were to get rewards, discounts, and cost savings
to track and maintain a Healthy Lifestyle?

What I'm really referring to is a Mindset.

Most people think hour to hour or day to day; short term.

A Long Term Mindset has proven superior to accomplish goals
.
Whether it's a Relationship, your Health, or Financial goals, short
term is trumped by a Long Term Mindset.

There is a new program which will give you a FREE FITBIT to
track and maintain your health called "Vitality".

This program can  also allow you to accumulate money, and year over
year earn locked in gains.

You can save 50% on Hotels, acquire Starbucks cards, receive discounts
with Garmin, REI and more when you track your health with FREE FITBIT.

For more information,
Send me an email
toohey.jason@gmail.com

Friday, September 25, 2015

How to keep more of your Inheritance...

There are some things you should be concerned about when getting an Inheritance.
1. There are Tax Implications
2. Recommend to do Nothing 1st 60 days
3. Pay Off you Debt 1st
4. Create a Cash Reserve or Savings 
5. Get any Sentimental Items appraised
6. Get Insurance on Real Estate
7. Review Investments and Financial Plan
Jason Toohey
Wealth Management Professional

Thursday, September 24, 2015

What to do After a Divorce?

Divorce is one of those difficult transitions many people might make, have made, or hopefully never have to face...
If you do get divorced, here are five things I'd consider high priority on check list.
1. Check your Credit Report.
2. Review your Beneficiary Designations.
3. Close All Joint Accounts.
4. Set up a Budget for the First 6 Months.
5. Do a New Financial Plan
Jason Toohey
Money Management Professional

~Short clip about biggest divorce mistakes- Click Here

Monday, September 7, 2015

You do want to keep your Family Life Profitable, don't you?

There are 2 things you should know to keep you family in safe keeping.
1. Balance Sheet - What you own vs. what you owe; Net Worth.
  • Liquid Cash/Investment Liabilities
  • Real Estate; Mortgage
  • Automobile Debt
  • Consumer Debt
2. Income Statement - What you make, earned and/or passive income vs. what you spend;  Cash Flow.
  • Salary
  • Bonus Income
  • Overtime
  • Interest Income
  • Dividend Income
  • Property Rental Income

Look at your income sources.
Then ask yourself, is there anything that may slow down or speed up your income or cash flow?
Now let's hear about your expenses.
When you look at expenditures, you'll find committed and discretionary expenses: One cost is absolute and the other can be controlled.
Only now will you be able to see if your family is saving or not.
This is a crucial element which isn't not only in your best interest, but an absolute element to know in order to meet your financial goals.
Can you see the value understanding  your very own financial picture?
To know your financial picture can allow you the benefit of maximizing your growth potential on any extra money.
You may not realize it yet, but years of saving only a few dollars a day can account to a million dollars for your luxury when you reach retirement.
Industry related platforms like MoneyGuidePro can be expensive for average consumers to see their Net Worth. This is where I become helpful.
Not only am I an expert, but also a 3rd Generation of knowledge concerning Insurance and Financial Advisory
Although the past isn't a prediction of the future, don't you see how knowing a wider spectrum of time with investing is important?
Wouldn't you be glad to live more abundantly years ahead because you took a little time now to review your financial picture?
Once you see how a small change has a large impact, couldn't you make a small sacrifice now in order for exponential growth and rewards in retirement?
Couldn't it be a blessing to see what it takes to be a millionaire? 
Let me show you a visual illustration how a few dollars everyday until retirement can grow tax deferred or even tax free, to reach your financial goals.
If you don't see the value in knowing your very own Financial Picture, do you know someone who might?
 Remember, those that have a plan are more likely to succeed than those that do not have a plan. If you know where you are now, you can chart the right path to reach your goals and achieve financial independence, purpose, and freedom.
Learn why it's Important to Pay Yourself 1st.
Jason Toohey
858.353.4640
toohey.jason@gmail.com

Saturday, September 5, 2015

Why Gen Xers are going Broke


  • 1st off, Success is nothing more than a mirage of people living paycheck to paycheck.

  • Your friend's aren't going to tell you they are broke.

  • People are definitely going broke everyday.

  • Allow yourself to ask around and hear for yourself the financial struggles.

  • Don't forget to consult with an expert for advise on finance...

  • Are you taking small steps, growing inch by inch, with tax incentives, risk reductions, lowering interest rates and more are just a few small things you need to plan now in order to begin your better future...

  •  Click here to find Why Gen Xers are going Broke