Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for three essential facts about 401(k)s that everyone should know.

As always, reach out if we can be of assistance. We are here to help.

The air is crisp, the leaves are turning, and we're diving into the ultimate autumn debate: What's your go-to fall drink? Is it a pumpkin spice latte or a refreshing apple cider?

🎃 Vote Pumpkin Spice Latte
🍎 Vote Apple Cider

Cast your vote in the comments, and let’s see which drink wins! Are you team pumpkin spice or team apple cider?

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement.

Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it. And for personalized retirement guidance, do not hesitate to give our office a call. We are here to help!

Our team loves history, and as we welcome September, we're excited to share some fascinating historical events that occurred this month!

📜 September 2, 1945: V-J Day marked the official end of World War II when Japan formally surrendered, bringing peace after years of global conflict.
🚀 September 12, 1962: President John F. Kennedy delivered his famous "We choose to go to the moon" speech at Rice University, setting the stage for America's ambitious space exploration goals.
🎶 September 26, 1969: The Beatles released their iconic album "Abbey Road," which included timeless tracks like "Come Together" and "Here Comes the Sun."

What's your favorite September historical event? Share with us!

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

Our team loves history, and as we welcome August, we're excited to share some fascinating historical events that occurred this month!

🧪 August 1, 1774: English chemist Joseph Priestley made a groundbreaking discovery by successfully isolating oxygen for the first time, marking a vital step forward in the field of chemistry.

📰 August 5, 1924: The debut of the "Little Orphan Annie" comic strip introduced a new form of entertainment and joy to many readers. A moment that changed the comics world forever!

🎈 August 17, 1978: The first successful transatlantic balloon flight was achieved by Max Anderson, Larry Newman, and Ben Abruzzo, who landed in France after a daring journey from Maine.

These moments from history remind us of humanity's incredible capacity for discovery, creativity, and adventure. What's your favorite August historical event? Share with us!

When we read stories that make us smile, we like to share them with our network! 😊

Imagine walking your dog and stumbling upon a piece of history. That's exactly what happened to 12-year-old Rowan Brannan and his mother, Amanda, in Sussex, England. What Amanda initially dismissed as just some old strapping turned out to be a golden treasure from the first century AD!

Rowan's adventurous spirit and curiosity led him to discover something truly extraordinary — a 2,000-year-old gold band, proving that sometimes, the most remarkable treasures are just beneath our feet.

Read the full story using this link: www.goodnewsnetwork.org/boy-finds-rare-gold-roman-bracelet-in-a-field-where-it-was-lying-for-2000-years/

Life insurance isn’t just a smart choice. It’s a crucial step in securing your family’s financial stability and peace of mind. Unfortunately, 52% of Americans avoid life insurance because they think it's too expensive. What’s more, 82% significantly overestimate its cost, often guessing three times higher than the actual figures. Let’s look at the real numbers: As of April 2024, the average cost for a healthy 40-year-old purchasing a 20-year, $500,000 term life insurance policy is about $26 per month ($312 per year). However, a 30-year-old woman might pay approximately $205 per year for the same policy, while a 30-year-old man might pay around $352 per year. Understanding these variations underscores the importance of getting a personalized quote that fits your unique needs and budget. Don’t let myths deter you from this vital protection. Contact our team today for an accurate, personalized life insurance quote. We’re here to help you See More

Debt can be overwhelming, but with the right strategy, you can take control of your finances and achieve debt-free living. Here’s how: 1. **Assess Your Situation**: List all your debts, including the amount owed, interest rates, and minimum payments. Understanding the full picture is the first step. 2. **Create a Budget**: Track your income and expenses to see where your money is going. A budget helps you identify areas where you can cut back and allocate more towards debt repayment. 3. **Prioritize Your Debts**: Use the debt avalanche (pay off highest interest rate first) or debt snowball (pay off smallest debt first) method to focus your repayment efforts effectively. 4. **Reduce Unnecessary Expenses**: Cut back on non-essential spending and use the extra money to pay down your debts faster. 5. **Increase Your Income**: Look for ways to earn extra money, such as freelance work, part-time jobs, or selling items you See More