NEW from our investment department: Off Street Podcast

401k Participants
Client Portal

Just checking in! How are you feeling about your finances?

If you’re on X, you’ve probably seen *the* tweet that rocked the internet last week. And yes, it’s from Elmo. 

What started as a pretty innocent question, soon turned into the internet sharing collective grief, despair, and existential dread. Even the President weighed in on the conversation.  Sesame Street, and some other muppet residents, took the opportunity to share resources for mental health and spread the hashtag #EmotionalWellbeing.

 As Elmo said, it’s important to check in on your friends. And just as it’s important to check in with your friends, neighbors, and yourself about emotional wellbeing, the same can be said for your finances and financial wellbeing. So, we’re asking the question: How are you feeling about your finances?

Your Emotional and Financial Wellbeing

Your finances and your mental health can be connected. Maybe you feel stressed about your finances, so you ignore them. Or maybe you don’t know how much you need to save for retirement, but you don’t know who to ask or how to figure it out on your own. For many, doing a deep dive into their financial situation can evoke fear, even if there’s nothing to be scared of! And that can certainly have a big impact on your emotional state.

Resources for Financial Wellbeing

Luckily, we have a few resources to share that may be helpful starting places if you want to focus on your financial wellbeing this year. Our Financial Well-Being Check-Up is a great place to start. We’ll review the definition of financial wellbeing and discuss some jumping off points, like figuring out your credit score, to get you started.

Additionally, you can check out 7 Ways to Prioritize Your Financial Well-Being in the New Year. This blog provides some ways to help you create actionable steps to meet your goals and create good financial habits (like setting up an automatic transfer from your checking to your savings account).

If one of your goals is to become more knowledgeable about the financial sphere and the stock market, tune into the Off Street podcast from our investment department. Each week Adam and Sean discuss market news and real-world events as they relate to the economy.

Ultimately, tackling your finances alone can be stressful. It can help to have a trusted partner in your corner that you can brainstorm with. You may even be able to find a perspective that you haven’t considered yet. The wealth advisors at Marshall are here to listen and learn about your family’s hopes, dreams, and values. They’ll work with you to build a plan that feels achievable and helps you stay accountable. If you’re ready to work towards financial wellbeing, feel free to contact us to set up a meeting.

Disclosure:

Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.

Quick Links

Services

Location

One Hundred Mark (black)