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10/05/2022
October is Financial Planning month! Regardless of where you stand financially, having a sound plan is crucial to ensure your retirement, insurance, and more are properly taken care of. If you're looking for resources or just have a question, send me an email or give me a call!
10/03/2022
Applications for FAFSA grants for the 2023-2024 school year can now be submitted.
Don’t forget to apply for FAFSA grants starting October 1st! Talking to a financial advisor can help you figure out any concerns or questions you may have about the process.
FAFSA applications are now open as of October 1st. The earlier you apply the better your chances are for receiving aid.
09/29/2022
A life insurance policy can not only replace income or pay funeral expenses, it can also help pay off credit card debt and be used for educational or childcare expenses. And while a life insurance policy may seem too expensive, most will be surprised by how affordable a policy can be. If you’re interested in learning more about life insurance and seeing if a policy can benefit you, click the link below to reach out to me.
https://hubs.la/Q01nwvQR0
09/27/2022
A solid emergency fund typically covers three to six months’ worth of living expenses. Having a solid emergency fund in place provides not only you peace of mind, but the people who rely on you as well.
09/22/2022
No matter when you start saving for college, it’s important to use the resources around you. 529 savings plans are a great place to start if you’re looking for tax-advantaged savings. If you have questions about how to best save for your children’s education, click the link below to reach out.
https://hubs.la/Q01mX1tS0
09/15/2022
Did you know if you receive Social Security benefits when you turn age 65, you are automatically enrolled in Medicare Parts A and B, which cover hospital costs and doctor visits? Part D, which covers prescription costs, is an optional add-on. Take this National Medicare Education Week to catch up on the latest Medicare information. If you have any questions along the way, feel free to reach out at any point.
https://hubs.la/Q01mlH0d0
09/11/2022
Today we honor and commemorate those who lost their lives on 9/11.
09/09/2022
Regardless of where you are in life, it’s never too late to start saving for retirement. The benefits of a 401(k) make it a much more effective savings method when you consider the tax advantages and employer match. Take this National 401(k) Day to talk with your financial advisor about either getting started or checking up on your 401(k).
09/05/2022
Happy Labor Day! Enjoy the long weekend!
09/02/2022
We pay tribute to all those who lost their lives in WWII and the brave veterans who helped bring about V-J Day and the end of the war.
08/31/2022
College football is right around the corner. I'm looking forward to cheering on Navy this season!
Go Navy! Beat Army!
08/26/2022
Having a negative financial outlook during a bear market is not uncommon. During these times of uncertainty, having a sound financial plan in place is crucial. If you're looking to start building your financial foundation, I can help! Click the link below to get in touch with me so I can help you pursue your financial goals.
https://hubs.la/Q01kZxkn0
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