Hi! Welcome to the Wealth Pack Community! The Goal of this group is to bring together those who want to learn how to grow their wealth the smart way and become confident in their money decisions! Please take a look in the classroom section in the top menu to download some resources. We will continue to add to it. To kick things off, please comment below introducing yourself Let us know: 1. Where are you from 2. What is the personal finance area you want to focus on 3. Pick a GIF that represents you in some way ⚠️ Please do not give out any personal information in this community. This is a public group so be mindful and keep your information safe. Keep your comments general and when we see comments themes we will have a group discussion about it. See you in the comments!

Hello All, With all of the headlines right now, it can be very confusing as to what you should be doing with your money without feeling like you are making the wrong decision. I've touched upon a bit of this in this week's newsletter. Please check it out and let me know what you think. We will also be having our Premium members meeting this month. Stay tuned for more info on that. Look forward to seeing you all online this month.

The ride and knowledge has been great! Thanks Wealth Twins for all the knowledge you have shared with us. I finally feel comfortable enough to keep my learning and investing moving forward. I have finally reconciled my brick and mortar bank mindset to settle on Capital One that offers me the best of both worlds (online with in person cafe’s while allowing me to title the HYSA in the name of the Trust). That’s a WIN-WIN. My last major goal for the year is to max out my Roth while still contributing to my brokerage account to invest long term. Finally let go of my IA and started to manage my Roth myself. Never would have gotten this far without your weekly newsletters, YouTube videos, this comminity and other helpful resources! No more pickle juice here! Thanks for everything and continued well wishes on your investment journey everyone ♥️💞❤️

A few years ago as i was exploring my deferred 457 retirement plan app, I ran into a section “Self Directed Brokerage Option” that permitted me to transfer money from my regular retirement account to independently purchase EFT with Charles Schwab. I jumped on the opportunity and did fairly well. Now that I am retired and I am unable to transfer from my regular retirement account into CS would I be able to contribute money? BTW for those of you with the deferred 457 retirement plan, you should look into this section.

Caregiving can often undo one's retirement plans. Below is an article discussing the financial cost of caregiving, particularly for daughters. I am glad this community helps us plan for ourselves as well as loved ones. https://www.businessinsider.com/millennial-daughters-boomer-parents-career-savings-penalty-2026-4?op=1