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📢🎉 It's Annuity Awareness Month, and it's time to stack up your financial future, just like you stack your favorite sandwich! 🥪 🔁 Imagine stepping into a delightful sandwich shop,…

📣Attention all job hoppers 📣 Did you forget about your 401(k) account from a previous employer. Or are you currently considering rolling over your 401(k)? If so, it helps to…

🚫❌ Misconception 1: Annuities are too complex! ❌🚫 Truth: While annuities may seem intimidating, they are actually quite straightforward. In exchange for a payment of premium, an insurance company will…

📣June is #AnnuityAwarenessMonth 🎉 Let's begin by diving into what an annuity is... 🔍 What is an Annuity? An annuity is a contract between you and a financial/insurance company. In exchange for…

Annuities can be a valuable tool in retirement planning. Let's discover the advantages of owning an annuity and how it can benefit your financial future. 💪💼 💰 Financial Security: For…

📣Check out the incredible advantages of having a Health Savings Account (HSA) and the tax benefits it offers! 💰💪 You must have a high deductible health insurance plan to make contributions…

Market Levels U.S. equities erased most of this year’s gains impacted by Federal Reserve Chairman, Jerome Powell’s comments at the semi-annual monetary policy report to congress. As well as the…

Market Levels U.S. equities finished the week positive despite rising treasury yields. The Dow Jones broke a four-week losing streak ending the week 1.75% higher. 9 out of 11 S&P500…

We get it, preparing your taxes is not the most exciting task. However, there are advantages to filing early which can create some beneficial planning opportunities for your financial situation.…

The most important thing to note is that 2023 tax rates have opened up for filers. Standard deduction limits have increased for tax year 2023