South End Wealth Management

11/12/2024

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

11/10/2024

Have you checked your 401(k) so far this year? It may be time for a review. Erik and I can help you rebalance as needed.

11/09/2024

Do you wonder how you’ll ever be able to tackle these expenses? Take a deep breath. A College Savings Plan may be an easy and effective way to save based on your needs. Contact us to learn more.

11/08/2024

In 2024, the median retirement savings for 55-year old Americans is less than $48K. Will your retirement savings get you the retirement you want? Reach out to learn more about planning for retirement.

11/06/2024

Scammers have become more sophisticated. What are you doing to protect yourself and your family? Reach out if you'd like to see how you can guard against today’s scammers.

11/05/2024

It’s important to have a strategy tailored to creating income in retirement while also helping protect your surviving spouse against income that may be lost later. Let’s talk.

11/04/2024

You never know when life changes on you—and it can change quickly. Protecting yourself against unexpected financial burdens is smart money management. Let’s talk about how to prepare.

11/03/2024

70% of individuals aged 65 or older will need long term care, according to the U.S. Department of Health and Human Services. November is Long-Term Care Awareness Month care - a good opportunity for us to meet and review your long-term care coverage options.

11/02/2024

It’s time to change your clocks. Daylight Saving Time ends November 3 at 2:00 AM.

11/01/2024

It’s time to cast your vote! Election day is November 5.

10/30/2024

“With inflation coming down, interest rates moving lower and consumers on strong footing, we think the economy can continue to grow,” said Anthony Saglimbene, chief market strategist at Ameriprise Financial in an interview with InvestmentNews. Watch the interview for more of his insights on the Fed, the economy and the upcoming election.

Anthony Saglimbene, chief market strategist at Ameriprise Financial, sits down with InvestmentNews anchor Gregg Greenberg to offer his views on the Fed and the economy.

10/28/2024

If you are looking to improve your credit score, follow these 5 helpful tips:

1. Pay your bills on time
2. Minimize your credit utilization ratio
3. Limit your credit applications
4. Keep an eye on your credit report
5. Be cautious when closing accounts

Visit our website for more insight into your credit score.

A guide to understanding this important financial measure.