Financial Services firm specializing in physician wealth management. Securities offered through Cambridge Investment Research, INC member FINRA/SIPC
Portland, OR
Joined February 2016
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Finity Group, LLC ® retweeted
Not really a night owl or a morning bird.
More of a perpetually exhausted pigeon.
Finity Group, LLC ® retweeted
Financial literacy became of the upmost importance the minute the employer sponsored pension plans became rare
We made people responsible for their retirement yet didn’t set them up for success by making sure they knew how to plan appropriately for their retirement
Finity Group, LLC ® retweeted
To prelims reapplying: the time and money it takes, not to mention the mental gymnastics, of going through ERAS again while juggling intern year stress and responsibilities— you are incredible and worthy
Finity Group, LLC ® retweeted
a 38-year visual comparison of the stock market with & without drops
not so scary, right?
Finity Group, LLC ® retweeted
To all my entrepreneurs and side hustlers- remember to make your estimated tax payments for federal and state today. Let’s not invite unnecessary penalties and interest shall we?
Finity Group, LLC ® retweeted
Mistakes can be so costly when it comes to your finances
The problem is that most mistakes are not intentional
They come from a lack of info or from bad info
It's why you need good trustworthy people in your corner educating you
Finity Group, LLC ® retweeted
get your student loans forgiven! Look for the application online in early October!
One-Time Student Loan Debt Relief studentaid.gov/debt-relief-a…
Finity Group, LLC ® retweeted
Should I rent my house or sell it? This is a common question we get quite often. This week, we discuss the pros and cons!
thefinitygroup.com/blog/shou…
Finity Group, LLC ® retweeted
BREAKING: Biden announces he will eliminate ✨some✨student debt by canceling $10,000 for people earning $125,000 or less per year plus additional forgiveness for Pell grant recipients.
The average debt canceled for businesses that got PPP loans was $95,700.
Finity Group, LLC ® retweeted
Med students -
If you have federal student loans, you will be in line like everyone else for the $10k forgiveness, as long as you’re not personally making more than $125k or if you are married and you collectively make more than $250k.
It does not matter that you are in school.
Finity Group, LLC ® retweeted
I am going to create an explainer video walking folks through our tax season process. This is a very common question from new clients and prospects.
#TaxTwitter
Has anyone done this?
Finity Group, LLC ® retweeted
Must-haves for residency:
1. A sleep mask
2. Ear plugs
3. A pen that you love
4. Not to compare yourself to your non-residency peers
Have a good week!!!
Finity Group, LLC ® retweeted
Plenty of people we have worked with never want to own a home:
No responsibility for maintenance
Ability to relocate more easily
More liquid funds
Finity Group, LLC ® retweeted
Anyone specialize in helping couples who fight about money?
Would love to have someone come on the podcast and talk about this
Finity Group, LLC ® retweeted
I think the goal isn’t retirement, it’s financial independence. Having enough saved where if I don’t want to keep going to work I don’t have to, or just work whenever I want!
Finity Group, LLC ® retweeted
Skimming through prime day deals reminds me of flipping through the Sky Mall catalog. A bunch of cool stuff that I have absolutely no need for. That two day free shipping tho…
Finity Group, LLC ® retweeted
Med School Update: Forgot to tell yall, but I got my White Coat at the beginning of June! 🥼🩺👩🏾⚕️ #MedTwitter
