by Navigating Your Financial Journey
Explore the concepts of financial wellness with the PalomarWealth team. Each episode examines a different financial topic with the goal to prepare you for a stronger financial future. Simplifying financial capital to bring you wealth beyond money! 1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms."
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12/30/2022
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November 1, 2023
<p><strong>What issues should I consider when having or adopting a child?</strong></p> <ul> <li><strong>Cash Flow Changes</strong></li> <li><strong>Childcare Costs</strong></li> <li><strong>Insurance Changes</strong></li> <li><strong>Tax Planning</strong></li> <li><strong>Estate Planning</strong></li> </ul> <p><strong>Resources</strong></p> <ul> <li><a href="https://www.illinoiscaresforkids.org/blog/how-much-does-it-cost-to-raise-a-child-in-2023" target="_blank" rel="noopener noreferer">https://www.illinoiscaresforkids.org/blog/how-much-does-it-cost-to-raise-a-child-in-2023</a></li> <li><a href="https://www.investopedia.com/articles/personal-finance/090415/cost-raising-child-america.asp" target="_blank" rel="noopener noreferer">https://www.investopedia.com/articles/personal-finance/090415/cost-raising-child-america.asp</a></li> <li><a href="https://www.investopedia.com/how-to-pay-for-adoption-5409336" target="_blank" rel="noopener noreferer">https://www.investopedia.com/how-to-pay-for-adoption-5409336</a></li> <li><a href="https://www.parents.com/parenting/money/family-finances/32-ways-to-save-money-when-you-have-a-baby/" target="_blank" rel="noopener noreferer">https://www.parents.com/parenting/money/family-finances/32-ways-to-save-money-when-you-have-a-baby/</a></li> <li><a href="https://www.forbes.com/advisor/taxes/5-tax-breaks-for-parents/" target="_blank" rel="noopener noreferer">https://www.forbes.com/advisor/taxes/5-tax-breaks-for-parents/</a></li> <li><a href="https://www.thrivent.com/insights/life-insurance/a-guide-to-life-insurance-for-new-parents" target="_blank" rel="noopener noreferer">https://www.thrivent.com/insights/life-insurance/a-guide-to-life-insurance-for-new-parents</a></li> <li><a href="https://www.whattoexpect.com/family/finances/how-to-write-will/" target="_blank" rel="noopener noreferer">https://www.whattoexpect.com/family/finances/how-to-write-will/</a></li> </ul> <p><br></p> <p>This material is provided for informational purposes only and is not solely intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services through Thrivent Advisor Network, LLC.</p> <p>This communication may include forward-looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates, ”projects,” “targets,” “forecasts,” “seeks,” “could’” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially.</p> <p>The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation.</p> <p>Investment advisory services offered through Thrivent Advisor Network, LLC., a registered investment adviser and a subsidiary of Thrivent. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website <a href="http://www.palomarwealth.com/">www.palomarwealth.com</a> for important disclosures. </p> <p><strong>Music credit: Musictown, "Fun times together"</strong></p>
October 18, 2023
<p><strong>What should you consider when repaying your student loans?</strong></p> <ul> <li><strong>Type of Loans</strong></li> <li><strong>Repayment Strategies</strong></li> <li><strong>Double Consolidation Backdoor for Parent Plus Loans</strong></li> </ul> <p><strong>Resources</strong></p> <ul> <li>Student Loans General Overview Resource <a href="https://www.investopedia.com/student-loans-4689727">https://www.investopedia.com/student-loans-4689727</a></li> <li>Download your Student Loan Data <a href="https://studentaid.gov/help-center/answers/article/how-can-i-download-my-aid-data" target="_blank" rel="noopener noreferer">https://studentaid.gov/help-center/answers/article/how-can-i-download-my-aid-data</a></li> <li>Public Service Loan Forgiveness Program <a href="https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service" target="_blank" rel="noopener noreferer">https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service</a></li> <li>Public Service Loan Forgiveness Employer Search <a href="https://studentaid.gov/pslf/employer-search" target="_blank" rel="noopener noreferer">https://studentaid.gov/pslf/employer-search</a></li> <li>2024 Student Loan Repayment: Employer Match to 401k <a href="https://www.investopedia.com/401-k-matching-for-student-loan-repayments-6342924" target="_blank" rel="noopener noreferer">https://www.investopedia.com/401-k-matching-for-student-loan-repayments-6342924</a></li> <li>Parent Plus Loan Double Consolidation Step-by-Step Guide <a href="https://www.studentloanplanner.com/parent-plus-double-consolidation/" target="_blank" rel="noopener noreferer">https://www.studentloanplanner.com/parent-plus-double-consolidation/</a></li> <li>Federal Student Aid <a href="studentaid.gov" target="_blank" rel="noopener noreferer">studentaid.gov</a></li> <li>Consumer Financial Protection Bureau <a href="consumerfinance.gov" target="_blank" rel="noopener noreferer">consumerfinance.gov</a></li> <li>National Consumer Law Center <a href="studentloanborrowerassistance.org" target="_blank" rel="noopener noreferer">studentloanborrowerassistance.org</a></li> <li>Scholarship Search <a href="https://www.careeronestop.org/toolkit/training/find-scholarships.aspx">https://www.careeronestop.org/toolkit/training/find-scholarships.aspx</a></li> <li>Negative Effects of Student Loan Debt <a href="https://www.investopedia.com/articles/personal-finance/100515/10-ways-student-debt-can-destroy-your-life.asp" target="_blank" rel="noopener noreferer">https://www.investopedia.com/articles/personal-finance/100515/10-ways-student-debt-can-destroy-your-life.asp</a></li> </ul> <p>This material is provided for informational purposes only and is not solely intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services through Thrivent Advisor Network, LLC.</p> <p>This communication may include forward-looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates, ”projects,” “targets,” “forecasts,” “seeks,” “could’” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially.</p> <p>The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation.</p> <p>Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Palomar Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.palomarwealth.com%2F&data=05%7C01%7Cechristofferson%40thriventadvisornetwork.com%7Cad135d0d5cbe4a83a97608daffbb47f4%7Ca6e7d662014e40778b0d10d1d4748e22%7C1%7C0%7C638103477091936008%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=iHt6bREZ%2BqhPtFCxzprm78FuHjcfaQpmyuvG%2FS5avFI%3D&reserved=0">www.palomarwealth.com</a> for important disclosures. </p> <p><strong>Music credit: Musictown, "Fun times together"</strong></p> <p><br></p>
October 3, 2023
<p>October is Cybersecurity Awareness Month. Join us as we walk through how to protect yourself from scams, share the most common scams, and what to do if you find yourself a victim of identity theft or scams.</p> <p><br></p> <p><strong>Resources</strong></p> <ul> <li>Massive amounts of resources at this site: <a href="https://www.cisa.gov/cybersecurity-awareness-month">https://www.cisa.gov/cybersecurity-awareness-month</a>\</li> <li><a href="https://www.cisa.gov/news-events/news/4-things-you-can-do-keep-yourself-cyber-safe">https://www.cisa.gov/news-events/news/4-things-you-can-do-keep-yourself-cyber-safe</a></li> <li><a href="https://staysafeonline.org/resources/online-safety-basics/">https://staysafeonline.org/resources/online-safety-basics/</a></li> <li><a href="https://consumer.ftc.gov/articles/what-do-if-you-were-scammed">https://consumer.ftc.gov/articles/what-do-if-you-were-scammed</a></li> <li><a href="https://www.ftc.gov/news-events/news/press-releases/2023/02/new-ftc-data-show-consumers-reported-losing-nearly-88-billion-scams-2022">https://www.ftc.gov/news-events/news/press-releases/2023/02/new-ftc-data-show-consumers-reported-losing-nearly-88-billion-scams-2022</a></li> </ul> <ul> <li><a href="https://www.reddit.com/r/dataisbeautiful/comments/12qmvlw/oc_i_updated_our_famous_password_table_for_2023/" target="_blank" rel="noopener noreferer">https://www.reddit.com/r/dataisbeautiful/comments/12qmvlw/oc_i_updated_our_famous_password_table_for_2023/ </a> </li> </ul> <p>This material is provided for informational purposes only and is not solely intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services through Thrivent Advisor Network, LLC.</p> <p>This communication may include forward-looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates, ”projects,” “targets,” “forecasts,” “seeks,” “could’” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially.</p> <p>The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation.</p> <p>Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Palomar Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.palomarwealth.com%2F&data=05%7C01%7Cechristofferson%40thriventadvisornetwork.com%7Cad135d0d5cbe4a83a97608daffbb47f4%7Ca6e7d662014e40778b0d10d1d4748e22%7C1%7C0%7C638103477091936008%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=iHt6bREZ%2BqhPtFCxzprm78FuHjcfaQpmyuvG%2FS5avFI%3D&reserved=0">www.palomarwealth.com</a> for important disclosures. </p> <p><strong>Music credit: Musictown, "Fun times together"</strong></p> <p><br></p>
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Explore the concepts of financial wellness with the PalomarWealth team. Each episode examines a different financial topic with the goal to prepare you for a stronger financial future. Simplifying financial capital to bring you wealth beyond money!
1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms."
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