Insights
I've got valuable information and resources to share. Explore away! And check back often.
Happy New Year! Wishing your family a very blessed 2025.
Happy New Year! Wishing your family a very blessed 2025.
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11 Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.
"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11 Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.
Hope you have a wonderful Christmas Eve. Let’s celebrate the special spirit of the season! 🎄
Hope you have a wonderful Christmas Eve. Let’s celebrate the special spirit of the season! 🎄
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
HOLIDAY HOURS In observance of Thanksgiving, both our Florida and Georgia offices will be closed Wednesday - Friday of this week. We will resume regular business hours on Monday, December 2nd. From our family to yours we wish you each a Happy Thanksgiving and safe travels to those visiting family or friends abroad!
HOLIDAY HOURS In observance of Thanksgiving, both our Florida and Georgia offices will be closed Wednesday - Friday of this week. We will resume regular business hours on Monday, December 2nd. From our family to yours we wish you each a Happy Thanksgiving and safe travels to those visiting family or friends abroad!
You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 Let’s connect if you’d like to discuss your options for tax-efficient moves.
You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 Let’s connect if you’d like to discuss your options for tax-efficient moves.
Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.