Empowering Creative and Tech Professionals: Navigating Unusual Financial Challenges with Excellence
10/30/2023
When it comes to legacy planning, the big challenge that couples face is communicating openly with each other about what they want to happen after they die. Here’s practical advice from Keith Whitaker on moving past it.
Legacy Planning as a Couple: 3 Steps to Open Communication Legacy planning as a couple adds a layer of complexity to an already daunting task as you must ensure alignment with your spouse before getting your children involved.
10/27/2023
Here’s an added benefit of an IRA you may not be aware of. If you need help getting the most out of your tax-advantaged accounts, please reach out.
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What Is a Qualified Charitable Distribution (QCD)? It allows you to support a good cause and get tax benefits, too.
10/16/2023
*TEAM TAKEOVER*
Happy Boss's Day to the ultimate girl boss, Laura!! Laura, thank you for all that you do! You are greatly appreciated & hope you have the best day ever!!
10/12/2023
Feel empowered and confident about your relationship with money this National Savings Day! Today is a reminder that every dollar saved is a step closer to financial freedom. Start your savings journey with us and let's build a brighter financial future together!
10/07/2023
Whether you’re just starting to invest or have been investing for years, it can be difficult to know which types of investments are best suited for your current situation. Reach out to our team if you’d like help managing your portfolio.
Types of Investments and How To Make The Most of Them Learn more about common types of investments—including mutual funds, stocks, bonds and exchange-traded funds.
09/29/2023
Estate planning anyone? Choosing a beneficiary is an important part of setting up an investment account. There’s an election you can make, called “per stirpes”, that allows you to be a two steps ahead and ensure your heirs receive your intended proportion. Death planning - doesn’t get more exciting than this. Follow if you wanna get financially fit. And LIT UP with information you’re only just now starting to care about… RIP John.
09/21/2023
The ugly truth the man doesn't want you to know about wealth building:
1. Real Estate-highly leveraged, meaning you're paying the bank A-LOT through the interest on your mortgage
2. Business-blood, sweat, and tear heavy
3. Investments- risky, got to have the stomach for the ups and the downs
4. Insurance-tied to your health and age
Pick your poison!
09/15/2023
September is Life Insurance Awareness Month!
Life is full of precious moments we live for. Life Insurance is about securing precious moments and ensuring financial well-being, no matter what the future holds. Share with us the moments that inspire you to protect what matters most!
09/11/2023
Remembering and honoring the lives lost on this solemn day.
09/08/2023
Make a splash on ! Just as water flows steadily, so should your contributions to your 401(k). Consistency is key to building a secure retirement. Let's dive into your financial goals and ensure your retirement plan is as fluid as the waves.
09/04/2023
Happy Labor Day! Take a break from the daily grind and enjoy this holiday with your loved ones.