Logan Graf Communicating your boundaries is important. If you don’t, clients will assume you have no boundaries.

BREAKING: Student loan pause to be extended until Aug 31, which means that the first pmt would be due late Sept / early Oct. This seems to be designed to provide an oppty for an addtl relief announcement right before the midterms. vs announcing Dec 31 as the date right now.

You cannot save your way to wealth, you must invest: - $100,000 in a savings account will earn less than $100 per year, - $100,000 invested in an S&P 500 index fund can earn over $10,000 per year. Some may feel investing has risk, however, the real risk is not investing.

Breaking from Federal Student Aid “You won’t be required to recertify before payments restart, and the earliest you could be required to recertify is March 2023.” By the time they start pmts, some may not have certified their income in 4 or 5 years

Did you know… Filing an extension does NOT increase your chance of being audited❓ In fact, many professionals believe it DECREASES your chance for audit🤯 So, for everyone out there freaking out because their tax pro wants to file an extension…. Trust me… it’s OK💯

Looking forward to the NBA playoffs. The sixers lock up the 4th seed and will face the Toronto Raptors globalnews.ca/news/8750660/r…

I was approached by a very influential mentor at #FPAretreat2022 and asked about comments I’ve made about Northwestern Mutual, specifically their internship program. Let’s clear the air and engage ⬇️⬇️⬇️

Failing is not losing, failing is learning. Life is about perspective

I love posting about finances but today I am going to switch it up This is for all the younger financial advisors out there A 🧵on how to build a brand and grow you client base as a financial advisor

Bear markets provide a great opportunity for long-term investors

Folks, apply for student loan debt relief today. No forms. No special log-in. It’s available in English and Spanish – and on desktop and mobile. And it'll take you less than 5 minutes. studentaid.gov/debtrelief/app…

Am speaking early next year at a conference on "What I would tell my 25 year old financial advisor self." In addition to the weird reality that I'm not really a "young" advisor anymore, it's been a good exercise to mentally work though. Here's what I'm thinking:

Skill stacking is powerful. Here are the 6 skills I would stack (to maximize profits, opportunities, and irreplaceability):

The median American household would need to spend over 40% of their income to afford the median priced home for sale today, up from 28% three years ago.

Breaking up with Northwestern Mutual can be tough. "I'd like to cancel my policies now." "But you're at the inflection point now, NOW it'll be worth it going forward!"