Shannon Boyle - Evershore Financial Group

08/16/2024

Where did you come from, where did you go!
..This isn't about Cotton-Eyed Joe.
And the real question is bigger than this too - Its not just where your money comes from and where you put it that matters.

Am I saving enough?
Am I choosing the right investments?
What am I spending the most on?

You are waking up and working hard every day for years - that wealth you've accumulated needs to work for you right back.
I am here to help you understand the aspects of your money that will have the greatest impact on you and your family.
Click here to set a meeting! https://bit.ly/ShannonBoyleEvershoreCalendar

08/09/2024

What did your parents teach you about money growing up?
Did they even talk about finances to each other? Or maybe they only gave tips to your brothers, assuming they would be the future head of the household.
More women than ever before are active participants in the household finances and it is my MISSION as a Financial Planner to make sure women are included in important conversations.
I'm not trying to change the WHOLE world, just the world of my clients finances, one at a time. And educating women on financial matters will help those clients be the world changers!

08/05/2024

Today is a great day to remind you - having a plan is KEY on a down day! Days like today present a potential opportunity to put extra cash to work for you. It is NOT a day to panic! It can absolutely be overwhelming to see large red numbers, but if nothing in your life has changed, there is no reason to make any rash decisions. If you are still anxious, lets talk it out! https://bit.ly/ShannonBoyleEvershoreCalendar

08/01/2024

Which of these do you consider yourself?
I bet you can name at least one person in your life that acts "rich" but has no real money - they just have THINGS.
Now of course I'm not saying you can't have a nice car, a nice house, or expensive things. The key is making sure that purchasing them doesn't disrupt your financial plan. You know - the one that makes sure you don't run out of money before you pass.
Wait - you don't have one of these? WHY NOT.
The value of gathering your assets, liabilities, inflows and outflows all in one place cannot be overstated.
Set a meeting with this link to have a conversation with me to get this process started!
https://bit.ly/ShannonBoyleEvershoreCalendar

07/22/2024

Have you ever left a job?
Whether it was your idea to move on or if you were laid off, there's a good chance that (even if you weren't aware of it), there are 401k retirement assets in your name out there somewhere!
A quick call to your old HR department can help identify if a choice needs to be made to prevent the withdrawal of more fees - as soon as you stop contributing, most 401k account managers will start charging monthly fees.
These are my favorite assets to help manage - surprise money! :) If you or someone you know has questions about what to do with these old accounts, I'm your girl!

07/18/2024

Girls just wanna have FUND$!
Have you noticed that so many of the industry surveys about marketing to women are conducted and analyzed by MEN?
I can tell you from experience BEING a woman and loving this industry that ladies tend to lean more towards PLANNING than performance.
Of course they still want their accounts to perform well, but the focus is on the purpose of those assets and making sure each dollar is planned.
Ladies, do you agree?

07/17/2024

Of course we all know that KNOWLEDGE is POWER - but how can Financial Planning give you the knowledge that you need?
The power in knowing WHERE to put each incoming dollar before it arrives cannot be overstated.
Should it be used to save for retirement? Pay off debt? Buy a house?
Having a PLAN for each dollar removes the guesswork in deciding what to do when it is direct deposited to your bank account - and the stress and anxiety that come with thinking you might have made an incorrect decision.
And along the same vein - working with the right qualified financial professional can alleviate that stress by the bucketful!

07/16/2024

06/27/2024

Summer is for the beach and road trips and vacations! Its so common for the management of your finances to fall to the wayside to make space for fun instead. But there is truly no better time to feel relieved that its all under control than with a cold drink taking in the sunshine. If there is an element of your finances that is preventing you from enjoying summer to its fullest - we should talk!

06/14/2024

Thank you so much Dr. Barb and Maggie! Stickers are my FAVORITE THING!