My State Farm agency was a lot of fun. I miss it and I miss my team. Morgan Stanley was a great transition to STA Wealth Management [email protected].
So many good years at State Farm, thank you. Jim
Operating as usual
What's the Average FICO Score for American Consumers?
bayrockfinancial.com FICO Credit Scores are the most widely used credit scores in lending decisions in the U.S. Learn Why Your FICO Score Matters Download Free Guide
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Giving is Good. Giving Wisely is GREAT.
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Online Financial Planning Courses by BayRock
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#AppleNotes for a Super Simple Start to your Financial Plan in 2021
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Key Financial Numbers for 2021 There are lots of important numbers that relate to financial planning.
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The Blueprint for Financial Success™
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Whether you’re a first time investor or an experienced investor, it’s critical to review your investment portfolios as part of your annual financial planning process.
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Election Risk is just one reason to watch this short video.
bayrockfinancial.com Election Risk is top of mind right now, but it’s not the only thing driving markets. Now is the best time to grab a Free KnowRiskInvesting.com
Comprehensive financial planning involves a lot of moving parts. The Blueprint helps you put it all together in the right scope and sequence. https://lttr.ai/Xgpb #money #coronavirus #taxes #invest #covid
Welcome back to School, a new semester at the Bauer College of Business at University of Houston. You can follow the topics offered in our Money Study Group Online, simply sign up for the FREE series at WealthCareWebinar.com Here's a short video about Money Study Group and the Weekly WealthCare Webinar Series. #WealthCare #PersonalFinance #UH #BauerCollege #MoneyStudyGroup #BayRock #FinancialPlanning
millennialwealthcare.com Our Weekly Webinar series will follow the topics offered in our Money Study Group Online, you can sign up for the FREE series at WealthCareWebinar.com
Learn the 3 Laws of Personal Finance while building a compelling plan for your financial future. Enroll today at MoneyStudyGroup.com Early Bird Student Pricing is $49.95 until Labor Day Weekend Only!
bayrockfinancial.com 3 Laws of Personal Finance for students at the Bauer College of Business at UH. Early Bird Pricing $49.95 Open Enrollment until Labor Day!
Sometimes words are just not enough.
bayrockfinancial.com I Can't Breathe, those three little Words Speak Volumes. Maybe I'm not such a good listener but those words echo in my soul. Maybe I'm supposed to speak up.
Week 3 of Summer School for students of personal finance at the Bauer College of Business at University of Houston. This week's topic is timely. Credit and Debt.
bayrockfinancial.com Credit and Debt are the topic for students of personal finance at the Bauer College of Business at University of Houston. Open for Serious Students $49.95
BayRock Plus Right Capital - Cutting Edge Financial Planning for Millennials who want more clarity and less uncertainty. #CFP
bayrockfinancial.com BayRock Plus Right Capital recently formed a strategic partnership, a Winning Combination for Millennials who want more planning advice for less cost
Almost time for Summer School at the Bauer College of Business at University of Houston. This semester, we're doing something completely different. Thanks to Covid-19, all classes are online, including our Personal Finance Summer School Course. If you'd like to join us, leave a comment and share this post with your friends.
bayrockfinancial.com Money Study Group Summer School Registration is now open. Free for all students of personal finance at the Bauer College of Business at UH, friends and family
You can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video. Don't Wait!
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A little planning can bring a lot of clarity, confidence, and more importantly — a wise Financial plan can add a certain level of contentment to your life.
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Meet my new friend Linda Lingo. Linda Lingo knows what women want when it comes to money, life, and relationships. If you’re a woman who wants more clarity, confidence, and contentment, you need to meet Linda. Financial coaching for women is what Linda is known for but I think she’s someone who can help anyone achieve more Success, Significance, and Satisfaction in life.
bayrockfinancial.com Financial Coaching for Women is what Linda Lingo is all about. Her story inspired me and my hope is that Linda's story will inspire you, too. Watch Video
You can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video. Don't Wait!
Read the full article: Roth IRA Deadline Extension 2019
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Read the full article: Roth IRA Deadline Extension 2019
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“98% of us will die at some point in our life... So, a little planning goes a long way.” — Ricky Bobby
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Due to the IRS tax deadline extension in response to the COVID-19 pandemic, you can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video.
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Comprehensive financial planning involves a lot of moving parts. The Blueprint helps you put it all together in the right scope and sequence.
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I set up a Roth IRA for myself using my iPad and it took less than 5 minutes to complete the entire process. Here’s the YouTube Video Tutorial to set up your Roth IRA in 5 minutes or less.
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We're all in this together with Lance Roberts - Introducing a new Playlist from BayRock Financial.
Together In Houston is the name of our new Playlist. You can find the playlist by clicking on TogetherInHouston.com where you'll see our curated list of vide...
A little planning can bring a lot of clarity, confidence, and more importantly — a wise Financial plan can add a certain level of contentment to your life. https://lttr.ai/PPJE #money #coronavirus #taxes #invest #covid
No Fees for 90 Days, BayRock helps IRA and 401k Investors manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
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Have you heard? The IRS has extended the Roth IRA deadline to July 15, 2020 so that you can contribute $6,000 for 2019! $7,000 if you're 50 or over. Don't let this opportunity pass you by. In this short video, I'll show you how to set up your Roth IRA in 5 minutes at Charles Schwab.
bayrockfinancial.com Roth IRA Deadline Extension due to the COVID-19 pandemic, you can now make 2019 tax contributions to your IRA/Roth IRA by July 15, 2020. Do it in 5 Minutes
Coronavirus Emergency Relief Checklist. DOWNLOAD NOW. The checklist covers the new emergency relief options for individuals, families, and businesses. It’s very specific to what’s happening now. I will continue to provide updates with all the options moving forward. Stay Safe. Be Blessed. Enjoy every minute you have with the people you love.
Jim-
bayrockfinancial.com Coronavirus Emergency Relief checklist download your options now. BayRock will continue to provide updates and options for IRA and 401k Investors in 2020
More #Stimulus the CARES Act passed! So, could the worst be over? Read on - or watch the video - to better understand what's in the #CARESAct
bayrockfinancial.com CARES Act is designed to provide relief for individuals and businesses who have been hurt by the outbreak. Here are a few key points you should know about
Hey there my socially distant friend! I’m thankful that my family is all safe and I pray that you and your family are, too. My 2020 business and marketing plan included live “Retirement Tax Planning” workshops here at the UH Technology Bridge. Instead, I’ve decided to do my first Webinar. BIG FAVOR... CHECK IT OUT. GIVE HONEST FEEDBACK.
Love in Christ
Jim
bayrockfinancial.com IRA Tax Saver Webinar by BayRock helping IRA and 401k Investors Pay Lower Taxes, Save More Money, Build a Better Retirement. Special Offer no Fees 90 Days
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