TCWS is a Fee-only, Fiduciary #financialplanning firm that helps guide busy professionals, business owners, & entrepreneurs to make smarter life & 💰 decisions.
Maple Grove, MN
Joined December 2013
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The question I get asked most frequently is, "What is a #feeonly #fiduciary, and why does it matter? So, I put together an #eBook to better explain it in plain English.
Get your copy for FREE here:
tcwealthstrategies.ac-page.c…
No, Tariffs Can’t Fund $5,000 Dividends to All Adult US Citizens taxfoundation.org/blog/trump… via @TaxFoundation
I was recently quoted again in @MarketWatch article entitled, "4 core fears that make so many people feel it’s ‘wrong’ — or at least uncomfortable — to spend in retirement." marketwatch.com/picks/4-core…
Study: 71% of Social Media Financial "Advice" Misleads Gen Z and Millennials. 😬
I'd love to hear the cringiest financial claim(s) you've seen, heard, or danced to on social media. 🤔socialcapitalmarkets.net/soc…
The @GopherFootball team came up short against @PennStateFball, but the #flyover was pretty cool! #merica
A #Minnesota couple won the #Powerball #lottery and turned to a trusted local financial adviser for help...their #nonprofit was hurt by high fees and low returns.
wsj.com/finance/investing/a-… via @WSJ
This is precisely why a #fiduciary standard in financial services is needed.
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
For #FathersDay, @Entrepreneur asked me & 17 other #entrepreneurs & #businessowners, "How Do You Balance Being a Dad and a CEO?"
entrepreneur.com/business-ne…
Here's to the dads out there doing their best to be present at home while also running successful businesses! #HappyFathersDay
For #FathersDay, @Entrepreneur asked me & 17 other #entrepreneurs & #businessowners, "How Do You Balance Being a Dad and a CEO?"
entrepreneur.com/business-ne…
Here's to the dads out there doing their best to be present at home while also running successful businesses! #HappyFathersDay
As anticipated, the Federal Open Market Committee (FOMC) of the Federal Reserve announced today that they are holding rates steady but still hope to cut them by the end of the year. I basically said the same in today's @cnet #money article: cnet.com/personal-finance/ba…
"Successful mothers are not the ones that have never struggled. They are the ones that never give up."
— Sharon Jaynes
Enable our Alexa Skill for hands-free access and updates powered by @WealthVoiceAI! alexa-skills.amazon.com/apis…
So much this!
If TikTok insurance grifters sold life jackets:
"Traditional life vests leave swimmers vulnerable to the ocean's perils. Introducing the Maritime Personal Inflatable (MPI), a revolutionary system that protects wearers from shark attacks, violent beachgoers, and falling debris."
ALT Maritime Personal Inflatable (MPI). An expensive, dangerous, and complicated solution that creates more problems than it solves.
My most recent quote for a @Bloomberg story titled, "How Worried Should You Be About Commercial Real Estate?" was just released!
Are you in #CRE or does #commercialrealestate affect you personally? I'd love to hear your thoughts on the current #market.
bloomberg.com/news/articles/…
Do you remember when you joined X? I do! #MyXAnniversary
Happy #Thanksgiving from our family to yours! Wishing you and your loved ones a joyful and blessed day together.
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
A new article with 💬 from Dana Menard published on MarketWatch. @TCWealth
#wealthtenderquotes
marketwatch.com/guides/home-…
#CD Rates Are Still High, but the Clock Is Ticking
Have you been searching for a way to earn some #interest on your #cash while rates are still higher than they've been in over a decade?
Check out my recent interview for @cnet Money!
ow.ly/rh8E50Q7JqS
Should I Use a #HELOC for Home Improvement?
Check out my recent interview on @MarketWatch to see if a #homeequity #lineofcredit is right for you.
ow.ly/YYOZ50Q7Jog
“Our debt to the heroic men and valiant women in the service of our country can never be repaid. They have earned our undying gratitude.”
- Harry S. Truman
#Honor #Veterans #VeteransDay2023 #VeteransAppreciation
