Andy Scarpitti, CFP®, CPWA®’s Post

Keeps your financial plan on track and finish out the year strong! This involves: 1. Set Clear Goals: Define and work towards specific financial objectives. 2. Evaluate Investments: Review and adjust your portfolio as needed. 3. Consult Professionals: Get advice from financial advisors to refine your strategy. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

LiveWell Capital had the incredible opportunity to work with the Joe Burrow Foundation to hand out fresh produce to the students at Cincinnati College Preparatory Academy. We were excited to donate our time to this wonderful organization!

Happy Labor Day! Today, we celebrate the hard work and dedication of workers everywhere. Take a moment to relax, enjoy, and appreciate the contributions that build our communities and drive progress. #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

Join us in wishing a happy birthday to Davie Cochrane! Cheers to another great year.

You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By understanding your company's financial performance, you can set realistic goals and make informed decisions about resource allocation. Feel free to reach out to us and anyone from our team is more than happy to help you! #wealthmanagement #retirementplanning #lifeinsurance #investment #financialplanning #financialadvisor

LiveWell Capital is honored to be named as a Finalist in Cincinnati Business Courier's 2024 Best Places to Work. This recognition is a testament to the incredible culture and dedication of our employees and the vision and commitment of our leadership team.

Establishing financial milestones is crucial for attaining stability and independence. Through defining personal financial objectives, crafting strategies for attainment, and monitoring advancement, you pave a path toward financial prosperity. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

Equities climbed last week thanks to more confirmation that the Fed is ready to cut rates. Chief Investment Officer Brent Schutte looks at why the Fed may be limited in how far it can go to stem an economic slowdown.

As 2024 rolls on, how are your finances holding up? Here are 5 tips that could help you be proactive and keep your financial goals on track. 1. Review Your Budget: Analyze your spending habits and adjust as needed to stay on track. 2. Evaluate Your Savings: Ensure you meet your savings goals or adjust contributions accordingly. 3. Assess Debt Repayment: Check your progress and consider extra payments or refinancing for better rates. 4. Check Your Credit Report: Regularly monitor your credit report for accuracy and potential fraud. 5. Update Your Financial Goals: Reassess and adjust your goals to reflect any changes in your life. #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

Life is unpredictable, but your finances don’t have to be. Whether it’s an unexpected car repair, a medical emergency, or sudden job loss, having an emergency fund can make all the difference. When you’re ready to start building yours, we'll be here to help you every step of the way. Don’t wait, reach out to us! #financialadvisor #lifeinsurance #financialplanning #retirementplanning #investment #wealthmanagement