Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile
Mark Shimkovitz CIM, PFP, CDFA

@markshimkovitz

Senior Financial Advisor, Associate Portfolio Manager, Raymond James Ltd. bit.ly/2G1Bps7
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linkhttp://livingricherwealth.com calendar_today14-11-2008 02:46:49

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Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

A sound wealth management strategy is about more than just your investments. In my recent podcast, I interviewed legal expert Paula Lester about the importance of having a will, what makes a good will and how it fits into your overall plan. raymondjamesconnect.com/t8_Vvg

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Being a parent is definitely one of the toughest roles there is, and skills you learn organizing for, selling to and negotiating with your kids will definitely serve you well in any job. raymondjamesconnect.com/tSfjaQ

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

I couldn't agree more @gordonpape. Commitment, discipline, and patience are three of the most important keys to investing success. raymondjamesconnect.com/theeKi

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Having a stressful workday is normal, but if that feeling of unease in constant, try these tips below. For me, getting outside for some fresh air is a big one. raymondjamesconnect.com/tzBo--

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Financial planning is really about understanding where you are today, where you want to be in the future and how you'll get there. Getting started is often the hardest part. raymondjamesconnect.com/tqhiTT

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Estate Planning Tip: Name your spouse as the successor of your TFSA. By doing this, upon your death your spouse can take over your TFSA. It remains tax free, does not impact their TFSA room, and avoids probate or other estate administration costs. raymondjamesconnect.com/tMmQrh

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Building a retirement plan around best-case scenarios will make you feel good today, but won't help you in the long-run. Our eBook covers 8 common mistakes and how to avoid them. raymondjamesconnect.com/twfL4s

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Marie Kondo inspired many of us to declutter and focus on the things in our lives that 'spark joy'. What if you were to apply the same principles to your finances? raymondjamesconnect.com/tPOm51

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Why is having a will in place so important? Our senior trust advisor, Paula Lester, outlines some specific examples to be aware of in our latest blog post. raymondjamesconnect.com/tuqaF3

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

When it comes to building a successful financial plan, accumulation of wealth should never be the goal - but rather a vehicle to help you live your purpose. raymondjamesconnect.com/tsdzmU

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Taking stock of your current financial situation, setting goals for where you want to go and then putting resources in place to help you get there will set you on the right path to achieve success. raymondjamesconnect.com/tIygMw

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

How easy or complex is your estate? Can your chosen executor handle it? Try our new estate complexity calculator to quickly get your answer. raymondjamesconnect.com/tPA0HX

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

With interest rates and inflation on the rise, it's more important than ever to focus on your personal cashflow. "When your outflow exceeds your income your upkeep becomes your downfall" - Jim Rohn raymondjamesconnect.com/tiDA3C

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

When it comes to investing, doing nothing is actually doing something, and often the smartest decision you can make. raymondjamesconnect.com/txilGE

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

We've all heard that staying curious and continuous learning are good for the brain but here are a few daily tips to keep your mind sharp. A few that stood out to me, Read more (and faster), change up your day, and always ask lots of questions. raymondjamesconnect.com/tp5L-n

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

When building your wealth strategy, accumulation of money should never be the goal, but rather a tool to help you reach your life goals. This article has some interesting research and insights into what brings optimal happiness. raymondjamesconnect.com/t5ceC-

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Confirmation bias, anchoring and FOMO are just a few behaviours that can negatively impact your portfolio. When it comes to your investment strategy, it's important to take emotions out of the equation for optimal success. raymondjamesconnect.com/t4_obl

Mark Shimkovitz CIM, PFP, CDFA (@markshimkovitz) 's Twitter Profile Photo

Last week I posted a video about the benefits of HISA ETFs. Here is a blog post I wrote with some more information on why they are a good investment, particularly as interest rates move up. Any questions, feel free to comment below or contact me directly. raymondjamesconnect.com/t7w_Ku