Lalli Greco Wealth Management (@lalliwealth) 's Twitter Profile
Lalli Greco Wealth Management

@lalliwealth

We provide tailored financial solutions and unbiased financial advice to empower you in making informed choices about your financial future.

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linkhttp://lalligreco.com calendar_today04-10-2016 01:44:11

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Join your friends at IG Wealth as we hear the one-of-a-kind stories from golf legend, broadcaster and best-selling author David Feherty. Event date May 13 at 5:00pm PT | 6:00pm MT | 7:00pm CT | 8:00pm ET | 9:00pm AT | 9:30pm NL ow.ly/a5wK50EDyeP

Join your friends at IG Wealth as we hear the one-of-a-kind stories from golf legend, broadcaster and best-selling author David Feherty.

Event date May 13 at 5:00pm PT | 6:00pm MT | 7:00pm CT | 8:00pm ET | 9:00pm AT | 9:30pm NL

ow.ly/a5wK50EDyeP
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Many young retirees are giving up urban living for the small-town life, and, in many cases, lower house prices. advisorstream.com/read/should-yo…

Many young retirees are giving up urban living for the small-town life, and, in many cases, lower house prices. advisorstream.com/read/should-yo…
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#MarketEthos: 2024 was the first net-negative year for thematic ETFs. On the surface, this cooling in thematic ETFs might suggest a more cautious approach among investors, but the reality tells a different story. ow.ly/5FxQ30sJ7os #RichardsonWealth #WealthManagement #ETFs

#MarketEthos: 2024 was the first net-negative year for thematic ETFs. On the surface, this cooling in thematic ETFs might suggest a more cautious approach among investors, but the reality tells a different story.

ow.ly/5FxQ30sJ7os

#RichardsonWealth #WealthManagement #ETFs
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⏳ Reminder: RRSP Deadline is Almost Here! This is your last chance to contribute and lower your taxable income for 2024. Plan your RRSP contributions now and take full advantage of the benefits. Get key info & strategies in our blog: ow.ly/KFWS50V0uiP #RRSP #LalliGreco

⏳ Reminder: RRSP Deadline is Almost Here!
This is your last chance to contribute and lower your taxable income for 2024. Plan your RRSP contributions now and take full advantage of the benefits.

Get key info & strategies in our blog: ow.ly/KFWS50V0uiP

#RRSP #LalliGreco
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The March 3, 2024 deadline is fast approaching. Did you know the government has updated the contribution limits for 2024? Now’s your chance to optimize your portfolio before the cutoff. 🔗 Learn more: ow.ly/BJes50V0uSO #RRSPDeadline #RRSP2024 #LalliGreco

The March 3, 2024 deadline is fast approaching. Did you know the government has updated the contribution limits for 2024? Now’s your chance to optimize your portfolio before the cutoff.

🔗 Learn more: ow.ly/BJes50V0uSO

#RRSPDeadline #RRSP2024 #LalliGreco
Lalli Greco Wealth Management (@lalliwealth) 's Twitter Profile Photo

⏰ LAST CALL: RRSP Deadline March 3, 2024! Only a few days left to contribute! Don’t miss your chance to reduce taxable income and boost retirement savings. Learn more in our blog: 🔗 ow.ly/uykL50V0wb1 #RRSPDeadline #TaxSavings #RetirementPlanning #RRSP2024 #LalliGreco

⏰ LAST CALL: RRSP Deadline March 3, 2024!
Only a few days left to contribute! Don’t miss your chance to reduce taxable income and boost retirement savings.

Learn more in our blog: 🔗 ow.ly/uykL50V0wb1

#RRSPDeadline #TaxSavings #RetirementPlanning #RRSP2024 #LalliGreco
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International Women’s Day is a day of celebration, a time to pause, reflect and acknowledge. Think about the women who have touched your life. Think about all those who have helped you to become a better, more successful you. Together let’s #BreaktheBias.

International Women’s Day is a day of celebration, a time to pause, reflect and acknowledge. Think about the women who have touched your life. Think about all those who have helped you to become a better, more successful you. Together let’s #BreaktheBias.
Lalli Greco Wealth Management (@lalliwealth) 's Twitter Profile Photo

At Lalli Greco Wealth Management, we help business owners, professionals, & families answer the big questions: Will I have enough for the life I want? Will my family be taken care of? Let’s build the financial future you’ve worked hard for. Learn more: ow.ly/ERNr50V0w42

At Lalli Greco Wealth Management, we help business owners, professionals, & families answer the big questions: Will I have enough for the life I want? Will my family be taken care of? Let’s build the financial future you’ve worked hard for. 

Learn more: ow.ly/ERNr50V0w42
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Why should YOU work with a financial advisor? A Richardson Wealth Advisor can help minimize financial stress and maximize your net worth. Our advisors provide a unique strategy tailored to you. ow.ly/YOCu30sL79V #RichardsonWealth #WealthManagement #FinancialAdvice

Why should YOU work with a financial advisor? A Richardson Wealth Advisor can help minimize financial stress and maximize your net worth.

Our advisors provide a unique strategy tailored to you.

ow.ly/YOCu30sL79V

#RichardsonWealth #WealthManagement #FinancialAdvice
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Thinking about retirement living or care arrangements when you're older? Planning for retirement isn’t just about saving money; it’s about preparing for the lifestyle, care, & financial needs you'll face as you age. Learn more: 🔗 ow.ly/nTWE50Vv0TO #LalliGreco

Thinking about retirement living or care arrangements when you're older? Planning for retirement isn’t just about saving money; it’s about preparing for the lifestyle, care, & financial needs you'll face as you age. Learn more: 🔗  ow.ly/nTWE50Vv0TO

#LalliGreco
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Planning for retirement is key, whether you're nearing your golden years or helping a parent navigate their future. Make decisions early while you're healthy. Our blog covers everything you need to know for a secure future. Click to learn more: 🔗ow.ly/5aOx50Vv0XF

Planning for retirement is key, whether you're nearing your golden years or helping a parent navigate their future. Make decisions early while you're healthy. Our blog covers everything you need to know for a secure future. 

Click to learn more: 🔗ow.ly/5aOx50Vv0XF
Lalli Greco Wealth Management (@lalliwealth) 's Twitter Profile Photo

#InvestorStrategy: Tariffs are creating a level of uncertainty which is causing behaviours to change for consumers and companies. ow.ly/H7vR30sLXC6 #RichardsonWealth #WealthManagement #Tariffs

#InvestorStrategy: Tariffs are creating a level of uncertainty which is causing behaviours to change for consumers and companies.

ow.ly/H7vR30sLXC6

#RichardsonWealth #WealthManagement #Tariffs
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#MarketEthos: We are not in the recession camp, but we could see markets creating a deeper buying opportunity if those fears ramp up in the coming months. ow.ly/lGYw30sM9ZF #RichardsonWealth #WealthManagement #Investing

#MarketEthos: We are not in the recession camp, but we could see markets creating a deeper buying opportunity if those fears ramp up in the coming months.

ow.ly/lGYw30sM9ZF

#RichardsonWealth #WealthManagement #Investing
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Market volatility after Washington’s new tariff policy is unsettling, but long-term investors are often rewarded. Timing the market rarely works, but sticking to your wealth management plan does. Questions? We can help. 🔗 ow.ly/qXY550VQems #WealthManagement #Portfolio

Market volatility after Washington’s new tariff policy is unsettling, but long-term investors are often rewarded. Timing the market rarely works, but sticking to your wealth management plan does. Questions? We can help. 
🔗 ow.ly/qXY550VQems 
#WealthManagement #Portfolio
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Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact. Here are considerations for donating wealth: ow.ly/70TK30sNq8v #RichardsonWealth #WealthManagement #Philanthropy #CharitableGiving

Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact.

Here are considerations for donating wealth:
ow.ly/70TK30sNq8v

#RichardsonWealth #WealthManagement #Philanthropy #CharitableGiving
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Moving in together? Don’t skip the money talk. Here's why having a legal cohabitation agreement that protects both partners is a good idea. ow.ly/PpaV30sOu5U #RichardsonWealth #WealthManagement #LivingTogether

Moving in together? Don’t skip the money talk.

Here's why having a legal cohabitation agreement that protects both partners is a good idea.

ow.ly/PpaV30sOu5U

#RichardsonWealth #WealthManagement #LivingTogether
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Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and setting aside money to meet their goals. *Subscription required ow.ly/TefW30sPlke #WealthPlanning #RetirementPlanning

Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and setting aside money to meet their goals.

*Subscription required

ow.ly/TefW30sPlke

#WealthPlanning #RetirementPlanning
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Looking for ways to save for your first home? Check out our latest Your Money Journey video to learn how an FHSA works and how it can boost your down payment. ow.ly/B3Qo30sPlkk #RichardsonWealth #WealthManagement #FHSA #FirstHomeSavingsAccount

Looking for ways to save for your first home?

Check out our latest Your Money Journey video to learn how an FHSA works and how it can boost your down payment. 

ow.ly/B3Qo30sPlkk

#RichardsonWealth #WealthManagement #FHSA #FirstHomeSavingsAccount