The WealthPlan LLC
@DavidWarshawWP
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David Warshaw, CFP®, CLU®, ChFC—Helping you grow, protect & enjoy wealth through all life’s seasons. Disclosures: https://t.co/TWe5wDNfnt
Great Neck, New York
Joined February 2017
Still typing passwords manually? You're doing it the hard (and risky) way. There’s a better tool for that. #DigitalLife #PasswordManager #SecurityTips
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You moved. But your life didn’t follow. Don’t let this one forgotten step come back to bite you. #MovingMistakes #AdultingDoneRight
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If you needed your ID, policy, or will today—could you find it in 30 seconds? Digitizing your life is the smartest move you can make right now. #CloudStorage #OrganizedLife #FinancialWellness
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If you don’t know where your money’s going, how can you build the life you actually want? This budgeting app helps you track spending without guilt. #MoneyMindset #LiveYourRichLife #BudgetingTools
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It’s not about choosing the “perfect” account. It’s about starting early—and letting something magical happen.
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To my wonderful clients and friends, Merry Christmas. I’m so lucky to have you all.
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The traditions you begin today might shape lives five generations from now. Legacy starts with one small act of meaning.
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Want to raise financially savvy kids? These simple tools, games, and books might just shape their future.
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Apps. Games. Books. Your kid’s financial education doesn’t have to be boring. These tools could shape how they think about money for life.👇 #FinancialFreedomStartsYoung #MoneySkills #WealthWisdom
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May the Festival of Lights fill your heart and home with warmth and hope.
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Just one summer job. Just one contribution. What happens next might blow your mind…
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With breakthroughs in science and tech, longer lifespans are becoming reality. Here’s how to future-proof your retirement plan for a life that outlasts your assumptions. #longevityplanning #retirement
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Your legacy isn’t the money you leave behind—it’s the love, wisdom, and memories you create while you’re here. So what will you build this week? Start small. Start now.
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Most accounts cap what you can give your child. This one doesn’t—and it could be a game changer.
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Why wait until your funeral for people to know how much they meant to you? Give with warm hands—while your heart’s still beating and your love can still be felt. 💛
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Before diving into alternative investments, there’s one risk most investors never see coming…
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🍁Wishing you a Thanksgiving full of gratitude, love, and meaningful moments—cheers from our family to yours.
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I’ve seen a lot of great investments—but none quite like the return on a family vacation. Those memories? They compound for life.
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Your legacy isn’t the money you leave behind—it’s the love, wisdom, and memories you create while you’re here. So what will you build this week? Start small. Start now.
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Your camera roll is packed with stories… but what if no one ever sees them? Turn a year of memories into something your great-grandkids will treasure—starting now.
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