Broker Check

Blog

Thursday, March 21, 2024

Maximize your 2024 tax savings with updated credits & deductions! Highlights: Earned Income Tax Credit up to $7430, $2000 Child Tax Credit, $2500 student loan interest deduction. Deadline: April 15, 2024. Get prepared now!

Saturday, February 10, 2024

Building an emergency fund is crucial for financial stability. Learn how to save, automate, cut expenses, and use windfalls wisely to create a safety net.

Wednesday, February 7, 2024

Biblically Responsible Investing (BRI) integrates faith-based values into financial decisions, supporting ethical companies and initiatives. It emphasizes stewardship and core values like human rights, environmental stewardship, and social

Wednesday, February 7, 2024

Emotional bias, akin to a love language, influences investment decisions. Recognizing, setting clear goals, diversifying, and seeking professional advice can mitigate its impact.

Saturday, February 3, 2024

Only 31% of adults feel financially prepared for retirement, risking challenges like outliving savings and inadequate healthcare. Seeking professional guidance and proactive planning can avoid these pitfalls, ensuring a stable financial fut

Show All

Friday, February 2, 2024

"Investing can often feel like a love 'situationship,' where emotions fluctuate with the market's highs and lows. Understanding this emotional landscape is crucial for maintaining a steady path to financial success.

Friday, February 2, 2024

Discover the latest 401(k) adoption deadlines and SECURE Act changes. Learn about timelines and requirements for various business types, ensuring compliance and informed decision-making for small businesses.

Wednesday, August 30, 2023

Learn the importance of setting retirement goals and get practical tips on how to do it effectively. Assess your current financial situation, determine desired lifestyle, estimate expenses, consider longevity factors, & seek professionals

Wednesday, August 30, 2023

Discover the most common retirement mistakes and learn how to avoid them. From underestimating life expectancy to neglecting healthcare costs, this blog provides practical tips for securing a financially stable future.