Finer Wealth Management

Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay

#NationalBreastCancerAwarenessMonth Some shocking statistics: 👉 Breast cancer is a reality for 1 in 8 women in the U.S., making it the most common cancer among women worldwide, according to a 2024 report by the American Cancer Society. 👉 A woman is diagnosed with breast cancer in the U.S. every two minutes. As you read this, someone is hearing their results and starting their cancer journey. 👉 Breast cancer is the second leading cause of death for women. But there’s hope on the horizon. The American Cancer Society reported in 2024 that over the last 44 years, we’ve seen a 58% decrease in breast cancer mortality rates due to early detection and treatment advances. These are not just numbers. They represent our mothers, sisters, daughters, and friends. As leaders in the financial sector, we are uniquely positioned to contribute. We can make a difference by: 🎀 Donating to organizations that fund critical research, support services, and awareness campaigns. 🎀 Participating in fundraising events like charity runs, walks, or rides that raise funds for breast cancer research and care. 🎀 Volunteering at local breast cancer clinics, organizations, or events. This month, don't just wear pink ribbons. Let's all do something! #MakeADifference #SupportTheFight

Ever heard of a Roth 401(k)? Would one be right for you?

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Can you check the box next to each of the following financial strategies? ✅ Schedule regular financial check-ups. ✅ Create and monitor an approach for education expenses. ✅ Develop and update an estate strategy to prepare for the transfer of your assets. ✅ Evaluate your insurance coverage so that you might be better positioned for unexpected life events. Given that October is #FinancialPlanningMonth, and we all face challenges in preparing for our financial future, these are some important considerations to keep in mind. Creating a financial strategy isn't just for the wealthy—it's for everyone who wants to prepare for the future. Whether you're just starting out or nearing retirement, there's always room to improve your financial health. #FinancialPlanningMonth #FinancialLiteracy

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator