Karlie Robbins - American Private Wealth

02/06/2025

🏡 Renting vs. Buying: Which path will you choose? 🤔

Both and have their pros and cons — it all depends on your and financial goals.

Whether you’re after or building understanding your options is key to making the right choice for YOU!

🤷‍♀️💭 Considering moving, but unsure which decision is the best fit for you and your needs? Let’s talk!

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02/05/2025

Planning to tie the knot? 💍

Here are some things to consider when getting your finances ready for life after marriage!

💡 1. Combining Your Finances (or Not?): Discuss with your partner whether you’ll merge bank accounts, share expenses, or keep things separate.

💡 2. Setting Financial Together: Buy a home or rent? Travel? Save for kids’ college?

💡 3. Updating Your : Life insurance, retirement accounts, etc.

💡 4. Creating a : Plan for both shared and individual expenses.

Need help navigating your as a couple? Let’s have a chat!

03/03/2023

Three years ago today, I had the honor and privilege to stand on the floor of the New York Stock Exchange to witness the closing bell with a few of my fellow Suffolk Finance undergrads and President Marisa Kelly.

It was truly an unbelievable experience that I will forever treasure.

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02/21/2023

You work hard for your , but for what purpose? What is important to YOU about the you earn?

Personal is just that, PERSONAL.

This is one of my favorite things to ask as a , because it helps me understand you and your when it comes to your money.

Today, I want you to ask yourself this question. When answering, think about your life, your for now AND in the future. Then consider the ways you spend/save your money. Are you living a lifestyle that aligns with the importance of money you’ve defined?

If you care to share your response, send me a DM and let’s have a chat about it.

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02/16/2023

Amazing night at the Galentine’s Women’s Event! Met so many incredible, hardworking women and ran into a few familiar faces. Love having the opportunity to get out there and expand my connections and people of the importance of ✨

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02/14/2023

Here are some questions you can ask a financial advisor to help determine if they are the right fit for you.

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02/09/2023

It may be hard to visualize your life 10, 20, or 30 years from now, however it’s not too early to start taking care of your

Take a moment to think about how your life may change over the next few decades. 💭

•Will you get , or start a ?
•Will your adult children go to or leave the nest?
•Will you experience a or change in ?
•Will you be nearing retirement age or already ?

You may find it hard to focus on the future when you have immediate financial needs requiring your attention now. However, with proper and help from your , you can start to navigate how to take care of the “future you”, while still addressing your present needs.

02/03/2023

It’s official!!!

Lucky to be one of the first, and few, in America to be using ! Eager to utilize this platform to share content about , , , etc with you.

Follows are appreciated 👇👇👇

https://instagram.com/karlie_robbinsapw?igshid=YmMyMTA2M2Y=

01/10/2023

Zoom Happy Hours are Back!! Checking your or other accounts in 2022 may have felt like watching a never-ending horror film 😱 Start the off on a better note by joining our firm's free event this Friday, the 13th at 6:30pm EST. Don't base your financial decisions on superstitions, instead use this opportunity to ask questions and speak with in the business! 🤗

04/14/2022

Just a reminder that tomorrow, April 15th is the last day to make a to your traditional or Roth IRAs for tax year 2021!

If you're one of many sitting here like, "Wait... what is she talking about? What's a Roth IRA? How much should I be contributing?" etc., then perhaps it's time to consult with a to see if an IRA is appropriate for your situation. Contact me today if you have questions!

02/15/2022

Just got 💍❤️???

First off, to you both 🥳! If you didn't know already, February is and a great time to start planning for your special day!

Weddings can be very expensive between the cost of venue, food, entertainment, and all the other things that contribute to making your wedding day perfect (can't forget the , too). Now is a good time to start having "money talks" with your partner to not only get on the same page for wedding expenses, but also to plan your life together in .

Working with a may help you and your partner navigate through some of these difficult conversations and can assist in how best to pursue your financial goals, both individually and as a married couple.

Most importantly, cheers to you both as you begin this next chapter of your lives together! 🥂❤️

If a wedding is in your future, say "I do" to planning ahead.

02/04/2022

Is it time to fire your financial advisor?! 😟

Perhaps, you've just outgrown each other, or your advisor is failing to understand your and . Possibly, your , isn't ACTUALLY an advisor 😦 Or maybe, you don't have an advisor or know what to look for when selecting one 🤔

No matter the circumstance, always do your and trust your instincts. Getting a bad vibe from your current advisor? It's probably time to move on and find another. Financial planning is, after all, not a one-night stand, but rather a long term relationship.

Check out this article from MarketWatch, which shares some cautionary tips when deciding who to hire, featuring comments from American Private Wealth's own, Kashif Ahmed, CFP. ⬇️⬇️⬇️

Should you get a new financial planner in 2022?