by Alicia Allen | Dec 31, 2024 | Blog
Dear Clients, Partners, and Connections, As the year comes to a close, I want to take a moment to express my heartfelt gratitude to each of you. Whether we’ve worked together closely, collaborated on new projects, or simply connected through shared professional...
by Alicia Allen | Jul 11, 2024 | Blog
Author: Josh Pennington Essential Steps in Estate Planning: Safeguarding Your Legacy Estate planning is a crucial process that ensures your assets are distributed according to your wishes and minimizes potential conflicts among your heirs. While it may seem daunting,...
by Alicia Allen | May 31, 2024 | Blog
Author: Josh Pennington Comparing CDs vs. Annuities: Understanding the Benefits and Risks for Financial Stability Fixed Indexed Annuities (FIAs) and Certificates of Deposit (CDs) are two popular financial instruments known for their stability and predictable returns....
by Alicia Allen | May 21, 2024 | Blog
Author: Josh Pennington In today’s landscape of financial planning, high-income earners face unique challenges when it comes to securing their retirement. Traditional retirement vehicles may not offer the flexibility, tax advantages, or growth potential desired...
by Alicia Allen | Mar 8, 2024 | Uncategorized
Author: Josh Pennington In the realm of blue-collar work, retirement might seem like a distant horizon, especially when the daily grind demands attention to immediate needs. However, overlooking the importance of saving for retirement could lead to financial hardship...
