Learn, Plan, Live

01/12/2023

I love hard work! I need to sweat!!!

Quote of the day. https://trib.al/vhXU4iR

05/12/2022

Go here for a list of several events. Some occur weekly. Great way to learn the basics and utilize one of the easiest platforms to use.

Brush up on portfolio building strategies, E*TRADE tools, and options basics with our May webinar lineup. Register today. 📅https://bit.ly/3sKmOIv

05/12/2022

Good read. What are some things we can do to curb inflation. How does your investment strategy adjust?

The inflation rate has soared in 2021 and it's expected to stay elevated into 2022. Find out what inflation means for your money and investments.

02/08/2022

It’s tax time again. Reach out if you need help or advice!

07/20/2021

Did you know?

The IRS is expected to begin distributing monthly payments for the enhanced child credit beginning in July.

06/30/2021

Nice short read.

With the economy reawakening faster than expected, employers are desperate to hire employees to meet demand

06/18/2021

Happy Friday!!!! Don’t let the heat get ya down.

Don’t have a life plan??? Get one…
Have a life plan??? Update it…
Not sure where to start??? At least your thinking about it

No matter what make sure you take action because no one else will do it for you.

I can help. Let’s connect and Plan!!!

06/04/2021

Happy Friday Everyone! Let's make it a productive day!

Hug your loved ones and check one more line item of your Life Planning List!

06/03/2021

I’m in Ford and AMC!!!!

These are the stocks posting the largest moves in midday trading.

05/12/2021

Oh, oh! Makes sense. Your a company (Tesla) that is in the business of saving the planet but then invests in something (Bitcoin) that is contributing to its decay. Who’s next?

Tesla Inc (TSLA.O) has suspended the use of bitcoin to purchase its vehicles, Chief Executive Officer Elon Musk said in a tweet on Wednesday, citing concerns about the use of fossil fuel for bitcoin mining.

04/30/2021

Are you working remotely for a company in a different state? I can help decipher any potential tax implications.

If you worked your office job in one state and resided in another state, but now work and reside in the same state, you may need to file your taxes differently from prior years.

04/05/2021

The Hispanic Heritage Foundation has partnered with Nationwide to host some great events for National Literacy Month. Register today!

Wednesday, April 14 – Kickstart Your Retirement
Get ready to plan for your retirement now so you can build a brighter future. Learn how to define and calculate your goals, and get more details on your financial options for retirement.

Wednesday, April 28 – Take Control of Your Money
Does it feel like money is running away from you? Or do you tell your money where to go? Learn strategies to make more effective and intentional money moves!

Take steps toward financial wellness with Nationwide and the Hispanic Heritage Foundation. Wednesday, March 31 – Get Smart on Student Debt Whether you’re considering borrowing money to finance your education or already have student debt, this one is for you! Discover tactics to manage student de...