Broker Check


January 26, 2023 Edition: State of the Economy January 2024, Tax Docs, Email Guidance and More!

 Topics in this edition of Insights include:Dream Big and Makea Plan! Our Book and Workbook can Help!

  • State of the Economy, January 2024
  • Complimentary Workbook for Our New Book
  • Preparations for Tax Season
  • Would You Like to Receive the Market Insights Email?
  • Don’t Send Confidential Information Over Email
  • Next Event – Medicare Primer on March 21, 2024 at Noon Pacific
  • FJP 2024 Event Schedule
  • Enjoy the Journey – Make 2024 a Great Year
     

Enjoying the Journey – Make 2024 a Great Year

January is a time to reflect on the experiences of the past year and make plans to make the next year even better. Our team took the time recently to review our successes of the past year, we discussed opportunities to do even better in the coming year. We then put plans in place that have us excited to make 2024 another great year helping all of you, our clients, reach your goals for 2024!

We encourage you to set your goals for 2024. Dream big and think big!  To help you do this, we recommend you read our book, Enjoy the Journey – Successful Retirement Strategies and Stories. There is a lot of information in the book to help you set your goals. You can download the new Workbook to help you complete and save the answers to recommended exercises.

We appreciate the opportunity to be part of your financial journey. We work hard to create a wonderful community for all of our clients and we’re thankful you are part of our FJP community. Thank you for enjoying the journey with us!

Q4 2021 - Reuniting and Reconnecting

Q4 2021 - Reuniting and Reconnecting

Q3 2021 - Getting Back Out There!

Q3 2021 - Getting Back Out There!

Q1 2021 - A New Year, Vaccines and Reopening

Q1 2021 - A New Year, Vaccines and Reopening

Join our Email Community

Our Shared Journey - Insights Newsletter Archives

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q3 2020 - Seeking Independence and Finding a New Normal

Q3 2020 - Seeking Independence and Finding a New Normal

Q2 2020 - Flatten the Curve and Support Essential Businesses

Q2 2020 - Flatten the Curve and Support Essential Businesses

► Jun 26, 2020  -  How is the Reopening Going?
► Jun 19, 2020  -  Turning Lemons into Lemonade!
► Jun 12, 2020  -  What is a Shelter-in-Place Group?
 Jun 05, 2020  -  Wall Street vs Main Street.
► May 29, 2020  -  Is it Time to End Shelter-in-Place?
► May 22, 2020  -  All 50 States Reopening.
 May 15, 2020  -  A Tale of Two Economies.
► May 08, 2020  -  A Real-Life Success Story.
 May 03, 2020  -  Speculating About the Future.
► Apr 26, 2020   -  More Testing, Money and Oil.
 Apr 19, 2020   -  How and When to Open.
 Apr 12, 2020   -  Saving Lives vs Saving Jobs.
► Apr 05, 2020   -  Looking for Signs of Improvement.

Q1 2020 - Shelter-In-Place Begins

Q1 2020 - Shelter-In-Place Begins

 Mar 30, 2020  -  Balancing Health vs Economic Issues.
 Mar 23, 2020  -  What's Next?

The reviews expressed are regarding the book "Enjoy the Journey: Successful Retirement Strategies and Stories" and are not regarding investment advice or services received from Mutual Advisors, LLC DBA Financial Journey Partners.  The reviews are not from clients of Financial Journey Partners and there was no compensation provided for such reviews.

This book is for educational purposes only. It does not make specific recommendations to buy or sell any securities or give specific investment advice. Views expressed are those of the authors and do not reflect the views of Mutual Advisors, LLC, Mutual Securities, Inc. or any of its affiliates (collectively "Mutual Group"). Clients and prospects are under no obligation to purchase the book.

Revenue generated from the publishing or selling of the book are paid directly to the authors as outside business activity and are not considered part of the investment services offered through Mutual Group. Mutual Group receives no portion of the revenue generated by the publishing or sale of the book.