07/07/2023
Proud to partner with such an excellent group!
We will work with you to provide solutions for all aspects of your family’s financial affairs.
07/07/2023
Proud to partner with such an excellent group!
06/03/2023
What is considered a good credit score? And how does your score measure up? Learn how to improve your credit score to get the best terms and rates. https://bit.ly/3UJ0HON
Do you have a good credit score? Credit expert shares tips on how to improve your score. Data shows credit score averages tend to increase as credit holders age because of their account history. Here's what's considered a "good" score.
06/01/2023
End-of-life planning may seem uncomfortable, but viewing it as a gift to your loved ones is one way to get started. Follow these steps to create a will and keep a record of your accounts and belongings to help your family in the future: https://n.pr/3oFKfna
Why writing a will and planning for your death is a 'lifetime gift' to loved ones : Life Kit Talking about death makes many of us uncomfortable, so we don't plan for it. But the reality is that even a small amount of planning ensures our final wishes are honored — and makes it easier on our family and friends. This episode will help you get started on making a will and an advance directiv...
02/16/2023
The latest Consumer Price Index shows that, while inflation has eased for the seventh straight month, it doesn’t appear to be quickly returning to the 2% rate the Federal Reserve is targeting. Read on for an analysis: http://bit.ly/3lBV205
January CPI inflation rate slows to 6.4% but monthly inflation rose by 0.5% January's inflation report showed a continued decline from prior months. Investors are hopeful it will prompt the Fed to pause rate hikes.
02/09/2023
We are very pleased to announce the merger of our firm with Innovative Financial Solutions (IFS), a practice with offices in Bloomington, Indiana and Palm Coast, Florida and now Carmel, IN. Steve and Nancy have known the advisors of IFS for 12+ years and count them as friends, mentors, and partners. IFS has a team and systems in place that mirror our own goals of expert advice and financial planning that Mosaic Wealth Advisors strives for. Check out our new website below!
Innovative Financial Solutions - IN, FL For over two decades Innovative Financial Solutions, Inc. has been providing financial guidance to families in Indiana, Florida and across the United States.
07/22/2022
Are we in a recession? Or are we not in a recession? This article explains some of the factors that go into defining a recession beyond just negative GDP growth. Let us know if you have any questions, as always.
A 'fake' recession? The U.S. economy is in decent shape for now despite weak GDP The U.S. might fall prey to recession in the near future, but it isn't entering one now and any such talk of a shrinking economy would be "fake," in the...
04/13/2022
Wondering what impact higher interest rates will have on the investment world? Read here:
No Doves Here: Fed All In On Higher Rates The latest meeting minutes from the Fed were a bit of a bombshell. Commonwealth CIO Brad McMillan explains what this news means for investors.
03/07/2022
If you work for yourself, there are several tax write-offs you might be able to claim on your taxes. Read about these 15 self-employment tax deductions:
15 Tax Deductions to Take Advantage of if You're Self-Employed Working for yourself comes with the opportunity to claim a variety of tax write-offs.
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |