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Adams Wealth Partners @AdamsWealthPtrs
Joined April 2009
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1,310 Photos and videos
Me when I don’t plan for taxes 😱 vs. Me when I plan ahead 💤 #TaxSeason #PlanSmart
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Waiting on Form 1099s? 📄💰 You owe taxes on that income—even if the form doesn’t arrive. Here’s what to do: ✅ Track expected 1099s ✅ Check online portals ✅ Watch for corrected forms ✅ Keep your address up to date More info 👉 adamswealthpartners.com/when… #TaxPlanning #1099Forms

When to Expect Your 1099 - David Adams Wealth Group

If you receive income from investments, dividends, education savings plans, or contract work, you’re undoubtedly familiar with IRS Form 1099. By the time April 15th rolls around, you might have even...

adamswealthpartners.com
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Start by aligning your spending with your values. Invest in what brings you joy, supports your priorities, and fosters your personal growth. This is the foundation of lasting financial happiness! #FinancialHappiness #MoneyMindset #PersonalGrowth #FinancialWellness
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What could $30 a month grow into? Whether it’s for your retirement, a child’s future, or a big goal, the power of compound interest adds up! #SmartSaving #CompoundInterest
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Want to save more without sacrificing what you love?✨ ✅ Audit subscriptions—cancel the ones you don’t use. ✅ Dine out smarter—cook at home and make dining out a treat. ✅ Travel on a budget—use points, find deals, or go off-season. #FinancialFreedom #MoneyTips
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In this video, Carson breaks down why it’s a great time to bump up your 401(k) contributions. Even small increases can add up and help you get closer to maxing it out. Check out the full podcast here: youtube.com/watch?v=W8X4Z2KS… #FinancialGoals #401kSavings #RetirementPlanning
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The new year is the perfect time for fresh starts and meaningful goals! If better health is on your list, our upcoming Health and Wealth Webinar is here to help. 👉 RSVP now to secure your spot: raymondjames.zoom.us/webinar…
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Today, our leadership team came together to plan for the future of Adams Wealth Partners in 2025 and beyond. We’re excited about the opportunities this year holds and, most importantly, about growing and learning to better serve our clients. #goalplanning #leadership #planning
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Don’t forget! Take your required retirement distributions before the year ends to avoid penalties. 💰📅 #RetirementPlanning #FinancialTips
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This past weekend, the AWP team gathered to celebrate our highly anticipated annual holiday party! It was a festive evening filled with laughter, fun games, and delicious food, making it a memorable way to kick off the holiday season. 🎄 #holidayparty #AWP
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This year, we gathered at the Loveless Barn, shared great moments, and even enjoyed a mentalist's performance. Take an inside look at our client event through this reel— we can’t wait to do it again next year! #clientevents #Events #AWP
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This Giving Tuesday, focus on causes close to your heart. Whether it’s donating, volunteering, or raising awareness, every act of kindness makes a difference. Join the movement and give back to the causes that inspire you! #GivingTuesday #GiveBack #MakeADifference
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Financial literacy is more than just understanding money—it's about securing a confident, stress-free future. Watch the full video via our YouTube channel covering the impact of financial literacy at a young age on your future: youtube.com/watch?v=FVuolGdv… #FinancialLiteracy

The Impact of Financial Literacy on Your Future

Financial literacy goes beyond just understanding money; it’s about...

youtube.com
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Join the team on this week's episode as we dive into the psychology of wealth and provide insights to help you create a healthier relationship with money. The entire episode is live now: youtube.com/watch?v=UucRECQ7… #financialwellness #financialliteracy #mentalhealth
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Join the team on this week's episode as we dive into the psychology of wealth and provide insights to help you create a healthier relationship with money. Watch the full episode here: youtube.com/watch?v=UucRECQ7… #FinancialWellbeing #financialwellness #MentalHealth

Understanding How Mental Health and Emotions Play Into Your Finances

Explore the powerful connection between mental health, emotions, an...

youtube.com
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Myles discusses how charitable giving can reshape and enhance your financial strategy, highlighting how aligning your financial decisions with your passions can lead to a more fulfilling and purpose-driven life. #charitablegiving
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Today, we honor the courageous individuals who serve our country. Happy Veterans Day! #VeteransDay #ThankYou
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In this week's podcast episode, Carson and Myles demonstrate how a financial plan rooted in purpose transforms money management into a means of realizing your values and dreams. View the new episode here: youtube.com/watch?v=YmvfZFXr… #podcast #newepisode #RetireWhileYouWork #charity

How Charity Can Transform Your Financial Plan

In this week's podcast episode, Carson and Myles demonstrate how a ...

youtube.com
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In this video, Carson breaks down the key benefits, strategies, and tips for making the most of your investments. Watch the full video here: youtube.com/watch?v=FIIMA3kS… #brokerageaccounts #rothira #ira
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Think your budget is safe? Think again! Discover why no month is truly budget-proof and learn how to prepare for unexpected expenses. #Budgeting #FinancialPlanning
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