Kiki Lazz-Onyenobi, AAMS - Financial Advisor

10/01/2021

🤣*😂**FRIDAY'S FINANCIAL FUNNIES**😂*🤣
Some Giggles for the weekend!!

"I told the Bank Teller that I would like to open a JOINT ACCOUNT.....with whoever has a LOT OF MONEY!"

🤣😂😂🤣

Ok, well.......I do believe Jay-Z would have found that funny!

Have a BLESSED weekend! 😊

09/29/2021

It is a BEAUTIFUL thing to be able to GIVE and SUPPORT various CHARITABLE causes that matter to YOU.

But WARM, FUZZY FEELING aside, there can be SIGNIFICANT TAX SAVINGS from doing so!

One of the biggest MISTAKES made by philanthropic donors relates to TAXES and the standard deduction.

Prior PLANNING and "CHARITABLE STACKING" can help REDUCE YOUR TAX LIABILITY and make the most of your charitable donations.

Here's a good take from Forbes - Share your thoughts with us Below!

www.forbes.com

09/28/2021

CONGRATULATIONS!!!!

YOU are a BUSINESS OWNER!! - ALL Your HARD WORK is paying off.

Your EMPIRE is taking shape!

But does the story end THERE for YOU?

What Happens NEXT for YOUR BUSINESS?

Did YOU know that ONLY 30% of privately held businesses SURVIVE into the SECOND GENERATION?

Well, If your plan was hand the BATON over....WHAT have you put in place to ensure that happens?

A SEAMLESS SUCCESSION PLAN is ESSENTIAL to making sure YOUR business enjoys CONTINUED SUCCESS for GENERATIONS to come.

Start your succession planning today by considering these strategies.

Have YOU started planning for the FUTURE of your business?

What have YOU put in place?

How did YOU find it?

Share your thoughts below!

www.raymondjames.com

09/28/2021

**🤓Two-Minute-Token🤓**

What am I talking about today??

Let's find out.....

So.... FAITH.

Sometimes we have it in ABUNDANCE!!

We are GOOD to go, READY to rumble, AAAAALLLLLL IN!

Then there are THOSE times where we are LITERALLY hanging unto CRUMBS of it, for dear life.

DOUBT creeps in.

What do WE do then?

Listen my musings on this below.

What do YOU do?

How do YOU stave the DOUBT and not let it take over?

Please share your thoughts below......Someone might just need to hear this....TODAY.

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https://www.raymondjames.com/kikilazz

09/27/2021

I Look Forward To Connecting With You.
👍🏾🤓👍🏾


https://www.raymondjames.com/kikilazz/contact-us

09/25/2021

What are your THOUGHTS /FEELINGS about this?
Please Share below.

09/24/2021

🤣*😂**FRIDAY'S FINANCIAL FUNNIES**😂*🤣
Some Giggles for the weekend!!

"I wish my bank account filled up as QUICKLY as my LAUNDRY basket!"

🤣😂😂🤣

Ok, well.......I do believe Ru Paul would have found that funny!

Have a BLESSED weekend! 😊

09/23/2021

PICTURE THIS.....

You have worked ALL your ADULT life.

You have reached RETIREMENT, the next, and arguably FINAL stage of YOUR life.

You have been PLANNING and looking forward to this for the last few YEARS.

WHERE do YOU picture YOURSELF LIVING?

In the midst of city life in NEW YORK CITY?

On the idealic lands of HONOLULU?

WHEREVER you see yourself, do YOU know HOW MUCH it would cost to live there?

Do you know how much YOU will need in your RETIREMENT bucket to be comfortable there?

Well, read on to find out the 14 US CITIES where retiring COMFORTABLY would cost YOU the MOST!

Is YOUR spot on THIS list?

Have YOU started planning for this?

Share your thoughts below!

businessinsider.com

09/22/2021

Using a TRUST as an effective tool of ESTATE PLANNING is in many people's arsenal.

And Selecting a TRUSTEE deserves thoughtful consideration.

When choosing this IMPORTANT role, you may want to consider the "THREE T's" .

Please read on to find out EXACTLY what these "T"s are, and WHY they are vital.

Do YOU have a TRUST set up?

Is it something YOU have thought about?

If you do, HOW did YOU choose YOUR TRUSTEES?

Please share your thoughts below....

www.raymondjames.com

09/21/2021

Of all the things we talk about in a relationship, MONEY can one of the MOST AWKWARD.

But it does NOT have to be!!

If you have decided to spend, ideally, the REST of your life with this person, Then MONEY should be a topic on the table.

And this is not just a "one and done" topic....

Oh no - There should always be CHECK INS to ensure that ALL parties are singing from the SAME HYMN SHEET..... whatever the sheet may look like!!

A HEALTHY RELATIONSHIP with MONEY and an OPEN COMMUNICATION policy with your spouse can help set your MARRIAGE up for SUCCESS.

START the conversation BEFORE saying "I do"......

And AFTERWARDS too!

Read this article about IMPORTANT Topics to touch on........

Did YOU discuss MONEY MATTERS before you got married?

HOW did YOU touch on the subject?

Is it EASY for you?

Let us know below!

www.raymondjames.com