Happy National Employee Benefits Day! Today is the perfect opportunity to explore how robust benefits not only support your team’s well-being but also drive your business forward. Swipe through to learn how offering the right benefits can make a lasting impact!
Have questions or want to explore your options? Our team is here to help!
Today’s workforce can span five generations, each with unique priorities, lifestyles, and expectations. Our team helps businesses build flexible, inclusive benefits that meet employees where they are in life. Swipe through to learn more.
Want to attract and retain talent across generations? Contact our team today.
Slash Your Heirs' Taxes! Estate Planning Tips
Learn powerful tax strategies to minimize your heirs' tax burden! We explore effective methods like Roth conversions for qualified accounts. Discover common estate planning pitfalls and secure your family's financial future. Watch now! #estateplanning #taxstrategies #inheritancetax #rothconversion #financialplanning #wealthmanagement #taxes #retirementplanning #familyfinance #financialfreedom
Understanding Recent Tariffs: Impacts on Jobs and Economy
We dive into the latest tariff developments, including the rollback on Canada and Mexico, and a new levy on Chinese goods. Discover how these changes are influencing job growth and economic outlook amid rising unemployment rates. #Tariffs #EconomicImpact #JobGrowth #Unemployment #TradePolicy #CanadianEconomy #MexicanEconomy #ChineseGoods #WhiteHouse #EconomicTrends
Shopping for life insurance? It’s a big decision, and the right policy can provide financial security for your loved ones. Swipe through for three essential questions to ask before making a commitment.
Having the right coverage starts with asking the right questions. Contact our team today to get all your questions answered and find the right life insurance plan for you.
Today is all about jokes and surprises, but some pranks really don’t go as planned! Here are a few that took things a little too far:
🔥 In 1980, a Massachusetts news station reported a nearby hill was spewing lava. The panic led to hundreds of emergency calls — and the producer losing his job.
🗳️ In 1992, a man claiming to be Richard Nixon announced he was running for president. Outrage spread before people realized it wasn’t actually Nixon.
📧 In 2016, Gmail added a temporary “Mic Drop” button that sent a Minion GIF — but its placement led to accidental use in serious emails, causing major mishaps.
This April Fool’s Day, may your pranks be lighthearted and your laughter be plenty —no emergency calls required!
Create Viral Shorts Using Opus Clips and CapCut
Discover how to transform long videos into engaging shorts with Opus Clips and CapCut. We share unique strategies for identifying standout moments that captivate audiences across social media platforms. Boost your content's visibility and reach today! #OpusClips #CapCut #ViralMarketing #VideoEditing #ContentCreation #SocialMediaSuccess #ShortsCreation #DigitalMarketing #EngagingContent #TechTools
It’s true that disasters don’t strike every day. But they did strike every four days in 2024. Yes, you read that right — there was a major disaster declaration every four days in 2024.
Given the frequency of such events, employers need to build a strong benefits strategy that ensures workers are supported before, during, and after a disaster.
Swipe through for key ways to offer support, and contact our team to learn how to build a strong disaster-ready benefits strategy.
Avoid Hidden Costs: The Truth About Income-Driven Premiums
We uncover the reality behind Part B premium increases as income rises. This critical information helps you prepare for unexpected costs and take proactive steps to safeguard your finances as you plan for the future. Don't let surprises eat away at your hard-earned money! #HealthInsurance #IncomeGrowth #PremiumCosts #FinancialAwareness #RetirementPlanning #BudgetingTips #MoneyMatters #InsuranceInsights #FinancialWellness
As of March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule that formally removes the requirement for U.S. entities and individuals to report BOI.
Swipe for an overview of what businesses need to know. And as always, reach out with any questions or needs.
March is here, and the spring sunshine is calling! ☀️
Our team wants to know how you would prefer to enjoy spring’s fresh air: having a cozy picnic or going for an adventurous hike.
🧺Vote for a Cozy Picnic
🥾Vote for an Adventurous Hike
Cast your vote in the comments!
Unlock Financial Success: Exclusive Live Seminar Experience
Join us as we unveil our comprehensive financial strategies in our live seminar! We fly in top team members to showcase our firm’s expertise and discuss lead generation partnerships. Don’t miss out on transforming your financial future! #FinancialSeminar #FinancialSuccess #LeadGeneration #InvestmentStrategies #WealthBuilding #ExpertAdvice #FinanceTips #FinancialEducation #LiveEvent #JoinUs
Estate Planning: Wills, Trusts & Asset Distribution
Learn about estate planning, wills, and living trusts! We'll explore how to distribute your assets according to your wishes after death. Discover the importance of a will and how living trusts ensure smooth asset distribution. Start planning your financial future today! #EstatePlanning #Will #LivingTrust #AssetDistribution #FinancialPlanning #Inheritance #WealthManagement #EstateLawyer #Probate #FinancialLiteracy
The Hidden Tax That Could Impact Your Retirement
Discover the little-known tax affecting millions of retirees every year. We share insights on how to prepare and what steps to take to secure your financial future. Don't miss out on essential strategies to keep your lifestyle thriving! #RetirementPlanning #HiddenTaxes #FinancialSecurity #RetireSmart #TaxTips #WealthManagement #FinancialWellness #LifestyleChoices #MoneyMatters #FuturePlanning
Navigating Future Tax Rates: Smart Strategies for Your Portfolio
Discover how impending changes in tax codes could impact your estate planning and retirement. We explore options to optimize your investments and mitigate future tax burdens for you and your heirs. Make informed decisions today for a financially secure tomorrow! #TaxPlanning #RetirementStrategies #EstatePlanning #FinancialLiteracy #InvestmentTips #WealthManagement #TaxSavings #FutureFinance #WealthBuilding #PortfolioOptimization
Retirement Planning: It's More Than Just Money
Planning a fulfilling retirement? It's about more than just finances! Join Jesse Abshire as he explores lifestyle design, hobbies, and social connections for a vibrant life after work. Discover how to fill your days with purpose and joy in retirement. #RetirementPlanning #RetirementLifestyle #FinancialPlanning #PostRetirementLife #RetirementHobbies #HealthyAging #RetirementCommunity #WorkLifeBalance #FinancialFreedom #RetirementGoals
Key Economic Reports: Q4 GDP and Inflation Insights
This week, we explore crucial economic reports revealing inflation trends and the final Q4 GDP estimate. Stay ahead of the curve with the latest data set to release March 27th and 28th. Discover how these insights can impact your financial decisions! #EconomicReports #InflationData #GDPEstimate #FinanceNews #MarketInsights #EconomicTrends #InvestmentTips #FinancialLiteracy #EconomicAnalysis #DataRelease
Record Share Buybacks Hit $943 Billion in 2024
We explore the dramatic 19% increase in US companies' share buybacks, reaching an unprecedented $943 billion as reported by S&P Dow Jones. Discover how these trends impact the market and the implications for investors going forward. #ShareBuybacks #StockMarketTrends #InvestmentInsights #FinanceNews #CorporateStrategy #EarningsReport #MarketAnalysis #EconomicTrends #SANDPIndex #BusinessGrowth
Stock Market Bounce: Major Indexes Rebound This Week
In our weekly review, we analyze the significant rebound of major U.S. indexes, with the Dow leading the way. Discover the performance of value versus growth stocks and the remarkable rise in gold prices. It's a week to remember for investors! #StockMarketNews #InvestingInsights #EconomicTrends #DowJones #SP500 #Nasdaq #ValueStocks #GoldPrices #MarketAnalysis #FinancialReview
Fed Holds Interest Rates: What It Means for You
We delve into the Fed's decision to keep interest rates steady, analyzing Chairman Powell's insights on economic growth, inflation, and the outlook for rate cuts in 2024. Discover how these changes could impact your financial future. #FedInterestRates #EconomicForecast #InflationImpact #FinanceNews #RateCuts #ChairmanPowell #MarketInsights #InvestSmart #FinancialPlanning #TariffEffects
Azek Co. Acquired: Stocks Surge in Weekly Review
This week, Azek Co. saw a 22% stock jump following its acquisition by James Hardie Industries for $8.75 billion. Meanwhile, Five Below reported strong earnings, boosting its shares by 6.4%. Join us as we recap these market highlights! #AzekCo #StockMarketNews #Investing #FiveBelow #EarningsReport #WeeklyReview #MarketTrends #BusinessNews #FinanceUpdates #AcquisitionNews
Plan for Retirement? Get Long-Term Care Insurance!
Planning for retirement? Don't overlook long-term care insurance! Jesse explores why securing long-term care insurance 5 years before retirement is crucial to protect your assets and future. Learn about the importance of financial planning for your later years and safeguard your family's inheritance. #retirementplanning #longtermcareinsurance #financialplanning #estateplanning #insurance #retirement #healthcare #seniors #financialfreedom
Last week, the S&P 500 broke a four-week losing streak while the Federal Reserve (Fed) held interest rates steady, signaling a “wait-and-see” approach. Swipe through for highlights and what’s coming later this week.
As always reach out to our team with any questions or needs. We are always here as a resource for you.
When we come across heartwarming stories, we love sharing them with our community. This March, we’re spotlighting a heartwarming story of resilience and community support.
After Hurricane Helene devastated Western North Carolina, many families were left without homes. But thanks to Lowe’s and hundreds of dedicated volunteers, dozens of fully equipped tiny homes were built and donated just in time for the holidays.
These homes offered warmth, comfort, and a sense of hope, allowing families like Kathy Graham’s to remain in their beloved neighborhoods while rebuilding. Kathy, who refused to leave her animals despite the flood damage, was overcome with gratitude when receiving her new home, calling it “a prayer answered.” ❤️
Read the full story here:
https://www.goodnewsnetwork.org/lowes-donates-100-tiny-homes-to-shelter-carolina-families-waiting-for-rebuilds-after-hurricane/
Have any heartwarming stories of your own to share? Drop them in the comments, and let’s start spring on a positive note!
Unique Client Gifts: Supporting Local Woodworkers in Reno
Each year, we collaborate with local artisans to create special gifts for our clients. This time, we partnered with a talented woodworker to bring beautifully etched cups that represent our appreciation and community support. Join us in celebrating local craftsmanship! #ClientGifts #LocalArtisans #SupportSmallBusiness #Woodworking #RenoBusiness #EtchedCups #CommunitySupport #Craftsmanship #ThankYouGifts #SmallBusinessSpotlight
Retirement Planning: Lifestyle and Finances
Planning for retirement? Jesse reveals it's not just about finances! Discover strategies for a fulfilling lifestyle, including hobbies and social connections. Secure your future happiness with this essential guide to post-retirement life. #RetirementPlanning #RetirementLifestyle #PostRetirementLife #RetirementGoals #HealthyRetirement #RetirementCommunity #Hobbies #sociallife
Secure Your Future: The Power of Long-Term Care Insurance
We explore the essential role of long-term care insurance in retirement planning. Learn how to protect your loved ones from financial burdens and ensure a secure future through smart portfolio structuring. Don't leave it to chance—prepare today! #LongTermCare #InsurancePlanning #RetirementStrategy #FinancialSecurity #InvestmentTips #FuturePlanning #WealthManagement #SmartInvesting #RetirementGoals #SecureYourFuture
The Federal Reserve held its latest policy meeting on March 19, 2025, and chose to maintain the federal funds rate at 4.25%-4.50%. But some of the most important data came in the form of projections.
Swipe through for an overview of key takeaways and potential impacts to your financial plans.
As always, our team is here to help you navigate these shifting economic conditions. Reach out to us with any questions or concerns.
2025 Market Trends: Why Diversification Matters Now
As equities struggle, we explore how bonds and international markets are thriving. Discover why diversification is key for investors seeking stability and higher returns amid shifting financial landscapes. The numbers tell a story worth uncovering. #MarketTrends #Investing101 #Diversification #Bonds #InternationalMarkets #FinancialStrategy #WealthManagement #InvestmentOpportunities #SafeHaven #EquityMarket
Tax Time: Why Planning at 73 is Crucial
At 73, the government expects you to settle your taxes, and a failure to act can lead to hefty fines and reduced returns. In this video, we explore the importance of having a financial plan to avoid unnecessary penalties. #TaxPlanning #RetirementPlanning #AvoidFines #PlanAhead #GovernmentTaxes #FinanceTips #TaxStrategies #WealthManagement #SmartInvesting
The year is flying by! How is your company’s 401(k) plan tracking?
A mid-year check-in can help assess:
✅Participation
✅Contribution levels
✅Compliance
✅Overall competitiveness in attracting and retaining talent
If you’re considering adjustments or have questions, our team is here to help. Let’s make sure your plan is working for you! Reach out today.
JD.com: How AI is Revolutionizing E-Commerce
JD.com has experienced a 6.2% growth as it embraces AI to transform logistics, customer service, and inventory management. Discover the innovations driving this surge and how they set the stage for future success in the competitive e-commerce landscape. #JDCom #Ecommerce #ArtificialIntelligence #AIDriven #TechGrowth #LogisticsOptimization #CustomerService #InventoryManagement #Innovation #DigitalTransformation
With student loan debt being a common challenge, tuition assistance and loan repayment benefits are becoming valuable tools for companies looking to stand out. These programs not only help employees but can also contribute to stronger retention, engagement, and long-term success. Swipe through to learn more.
Contact our team today to explore how we can help you build a benefits package that drives success!
How We Built a Thriving Business Across 16 States
We transformed our client experience by centralizing services, making it easier for individuals to access everything they need in one place. Starting from New Jersey, our journey has grown into four major offices across 16 states. Join us to learn our secrets to success! #BusinessGrowth #Entrepreneurship #ClientExperience #SuccessStory #MultiStateBusiness #Innovation #RenoToSuccess #Networking #BusinessStrategy #OfficeExpansion
This International Day of Happiness, we’re reminded of what truly makes our work meaningful: you! Today and every day, we are grateful that we get to serve such an amazing community.
Know someone who could benefit from the same care and support? Referrals are the highest compliment, and we’d be honored to help bring happiness to someone you know this season.
Regardless, Happy International Day of Happiness to each of you!
Unlocking the Secrets of Transfer on Death for Real Estate
Learn how to navigate capital gains tax with transfer on death strategies. We discuss the benefits of placing assets in a trust, including tax exemptions and the streamlined inheritance process—allowing immediate access to funds without the tax burdens! #TransferOnDeath #CapitalGainsTax #Trusts #EstatePlanning #RealEstateInvesting #TaxStrategies #Inheritance #FinancialFreedom #WealthManagement #AssetProtection
March is packed with moments that changed history forever! Let’s take a look at some key events this month:
🚌 March 2, 1955 - Claudette Colvin, just 15 years old, took a stand against injustice by refusing to give up her bus seat on a segregated bus. This bold act nine months before Rosa Parks did the same laid the groundwork for the Civil Rights Movement.
💵 March 10, 1862 - The U.S. issued its first-ever paper money, introducing $5, $10, and $20 bills, and paving the way for modern currency as we know it.
🏒 March 22, 1893 - The first Stanley Cup championship was played, igniting a tradition that continues to unite hockey fans around the globe.
These moments show us the power of bravery, innovation, and community. Which resonates with you the most? Share your thoughts below!
Today, we celebrate you — our incredible clients. Your trust, partnership, and support fuel our mission, and we couldn’t do it without you.
We’re honored to play a part in your journey and are committed to delivering exceptional service every step of the way. Thank you for choosing us and inspiring us to grow and innovate.
The economy and stock market are on many people’s minds right now, with weaker consumer data and ongoing tariff concerns sparking questions. Swipe for more information.
Stay tuned for updates as we continue to monitor key developments. And if you have any immediate questions or concerns, give us a call. Our team is here to help.
Mastering Revenue Growth: Evolving Your Business Strategy
We explore effective ways to focus on revenue-generating activities and delegate administrative tasks. Learn how to optimize your team's efforts, especially for licensed staff, to enhance productivity and improve customer service in any business environment. #RevenueGrowth #BusinessStrategy #TeamEfficiency #ProductivityHacks #CustomerService #BusinessEvolution #LicensedStaff #AdminSupport #GrowthMindset #EntrepreneurTips
Managing a 401(k) plan comes with complex regulations, and even small mistakes can lead to penalties or plan disqualification. With that in mind, we’ve outlined five common compliance pitfalls. Swipe through to learn more.
Have questions about your 401(k) offering or want to explore your options? Our team is here to help. Contact us today!
Core Inflation Drops: Insights from February CPI Report
We dive into February's CPI report, revealing a core inflation rate of 3.1%, down from January's 3.3%. Discover what this means for retail sales and upcoming economic decisions, including the FOMC meeting and interest rate updates. Stay informed about consumer health and monetary policy! #CoreInflation #CPReport #EconomicInsights #RetailSales #FOMC #InterestRates #MonetaryPolicy #FinanceNews #EconomyUpdate #ConsumerHealth
Last week brought plenty of headlines out of Washington — including a last-minute deal to avert a government shutdown. Meanwhile, monthly inflation data showed signs of cooling. With so much happening, let’s take a step back and review the key market updates and what’s ahead.
Swipe through for more insights, and reach out to our team with any questions or needs. We are always here as a resource for you.
Fed Interest Rate Decisions: What You Need to Know
With the Fed expected to pause rate cuts, we delve into the implications of tariffs, inflation, and labor market data. Discover how these factors shape the future of interest rates and impact your financial decisions. Stay informed and prepared! #FederalReserve #InterestRates #EconomyTrends #InflationImpact #MarketUpdates #FinanceNews #Tariffs #LaborMarket #EconomicOutlook #InvestmentStrategies
Southwest Airlines Ends Free Baggage: What You Need to Know
Southwest Airlines is changing its baggage policy! Discover how this strategic shift affects travelers and the airline's business model. Learn why this could mean the end of free baggage and what it means for your next flight. #SouthwestAirlines #TravelNews #BaggagePolicy #AirlineUpdates #TravelTips #AviationIndustry #FlightTravel #TravelSmart #BusinessStrategy #AirlineTrends
Family Harmony: Estate Planning Tools
Discover how to build a lasting family legacy with our expert estate planning strategies. We'll equip you with the tools and knowledge for financial success, covering real-world scenarios and providing a free risk analysis report. Learn how to maintain family harmony through effective estate planning. #EstatePlanning #EstatePlanning #FinancialPlanning #FamilyHarmony #RetirementPlanning #WealthManagement #FinancialLiteracy #LegacyPlanning #TaxPlanning #RiskManagement #FinancialSuccess
Life insurance is often associated with protecting your own loved ones, but did you know you can take out a policy on someone else? While it’s legal and sometimes financially beneficial, there are strict rules in place to prevent fraud. Swipe through to learn more.
If you're considering life insurance options and want to explore the best plan for your needs, contact our team today.
Economic Insights: Job Reports & Inflation Updates!
Discover the latest economic trends as we analyze February's job report, the impact of tariffs on Chinese goods, and upcoming inflation indicators like CPI and PPI. Stay informed on the labor market and its implications for future economic stability. #EconomicInsights #JobMarket #InflationUpdates #CPI #PPI #Tariffs #LaborMarket #MarketOutlook #EconomicGrowth #FinancialNews
Market Update: U.S. Indexes Slide as Gold Hits New Highs
Major U.S. indexes face declines, marking correction territory, while international markets show resilience. Gold reaches an all-time high, and investors switch focus to bonds. Discover the latest economic outlook, key stock performances, and what’s next for your portfolio! #MarketUpdate #Investing #GoldPrices #USEconomy #StockMarket #FinancialNews #Bonds #InvestmentStrategy #EconomicOutlook #Diversification
Wins aren’t just numbers—they’re people’s lives changed. 💪🔥 Celebrating our team’s hard work and the impact we make every day! When you love what you do and who you do it with, every success is worth dancing for! 🕺💃 #WinningWithPurpose #TeamworkMakesTheDreamWork #HelpingOthers #FinancialFreedom #CelebrateSuccess #MakingAnImpact
Costco Earnings Miss vs. McDonald's Stock Surge: Market Recap
In this market recap, we explore Costco's recent earnings miss and a significant 7.8% stock drop alongside McDonald's record-breaking highs at a 5.5% rise. Dive into the implications of consumer spending trends and market uncertainties. #StockMarketRecap #Costco #McDonalds #EarningsReport #InvestingInsights #MarketTrends #ConsumerSpending #StockSurge #FinancialNews #InvestmentTips
Term life insurance provides financial protection for a set period, such as 10, 20, or 30 years. But what happens if you outlive your policy and still need coverage? Swipe through to learn more about your options.
Contact us today to review your life insurance coverage needs and explore the best solutions for your financial future.
Update Beneficiaries Now! Protect Your Assets
Secure your loved ones' future! Learn the importance of updating beneficiaries on your accounts and avoid unintended consequences. We'll guide you through the process of documenting changes and protecting your assets. Watch now! #EstatePlanning #BeneficiaryDesignations #FinancialPlanning #EstateManagement #RetirementPlanning #AssetProtection #Will #Trust #FinancialLiteracy #LegalPlanning
A competitive retirement plan can set your company apart and help attract and retain top talent. If you currently offer a traditional 401(k), adding a Roth option could provide employees more flexibility in their retirement planning. Swipe through for more on how they compare.
Let us help you build a retirement plan that attracts top talent and supports long-term financial success. Contact our team today.
Thinking about investing in mutual funds but not sure where to start? Here’s a quick breakdown of how they work and why they might be a smart choice for your portfolio. Swipe through to learn more.
To explore your options, contact our team today.
As we mark the St. Patrick’s Day holiday on March 17, it’s the perfect time to offer a reminder that the promise of luck is best left to four-leaf clovers🍀
This is especially true when it comes to your family’s future. Today and every day, we encourage you to protect what matters most with life insurance.
Our team is here to help you build a safety net for your loved ones’ peace of mind and financial security. Ready to get started? Give us a call today.
A 401(k) is one of the most valuable benefits you can offer employees — but how does it actually work? Whether you’re a new business leader or simply want a refresher, swipe through for an overview.
Want to ensure your plan meets your employees' needs? Contact our team to explore your options!
One Call: All-in-One Financial Services Revolution
Discover how our all-inclusive financial services simplify your life. With life insurance, estate planning, and retirement strategies all in one place, we make managing your finances easier. Explore how we've expanded from New Jersey to 16 states, providing unparalleled client convenience. Our services: Retirement Planning, life insurance, tax planning, estate and trusts, Medicare, AUM, and strategic business plans #FinancialServices #EstatePlanning #RetirementPlanning #ClientConvenience #AssetManagement #OneStopShop #FinancialAdvisor #TaxPlanning #BusinessGrowth #FinancialStrategies
Strategic Planning: Preparing for Spring's Fresh Opportunities
As spring approaches, we emphasize the importance of long-term strategic planning amidst challenges. Join us as we explore core principles that lead to success. Stay focused and be ready for the bright days ahead! #StrategicPlanning #SpringOpportunities #LongTermGoals #BusinessSuccess #FocusOnGrowth #CorePrinciples #FuturePlanning #NewBeginnings #MindsetShift #SuccessStrategies
Market Volatility and Inflation Insights: February 2023
February's market showcased significant volatility, particularly in the final week, reflecting expected seasonal trends. We also analyze the latest CPI and PPI figures indicating a warming inflation scenario. Join us for key insights on these economic factors! #MarketVolatility #InflationInsights #CPI #PPI #EconomicTrends #February2023 #InvestingTips #Finance #MarketAnalysis #EconomicForecast
Consumer Sentiment Plummets: What This Means for You
Amid tariff uncertainties, consumer sentiment has dropped to its lowest in fifteen months. Discover how this decline affects your financial decisions and what to expect moving forward. Stay informed and prepared with our insight on the current economic climate. #ConsumerSentiment #EconomicTrends #FinancialConfidence #MarketUpdate #TariffImpact #ConsumerConfidence #EconomyWatch #FinanceTips #InvestmentAdvice #EconomicForecast
Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.
Ready to take the next step in your investment journey? Contact our team today.
Chasing Waves: My Surfing Adventure in Mexico
Join us as we explore the passion for surfing and the realities of life in Colorado. Experience our journey of friendship, adventure, and the allure of catching waves in Mexico, all while balancing life's responsibilities. #SurfingAdventure #MexicoTravel #WaveChasing #Bromance #OutdoorLife #SurfingLifestyle #TravelVlog #AdventureSeekers #LifeInDenver #CatchSomeWaves
Consumer Health Trends: January Retail Sales Decline Explained
In our latest analysis, we delve into the January retail sales data, revealing a 0.9% decline and its potential links to consumer health and severe weather. Discover what this means for our economic outlook! #ConsumerHealth #RetailSales #EconomicTrends #JanuarySales #MarketAnalysis #ConsumerMood #WeatherImpact #SalesDecline #EconomicOutlook #RetailData
Do you want to secure your future and retire with confidence? With our wealth and retirement planning services, you’ll receive personalized strategies to grow your wealth and achieve financial security.
Start planning for the retirement you deserve. Give us a call today!
Market Outlook 2025: Cautious Investors Shift Strategies
As economic uncertainty rises, markets are reacting with caution. We explore how major indexes have declined, the shift towards defensive investments, and the recent performance of value versus growth stocks. Stay informed as we navigate these turbulent times together. #MarketOutlook #InvestingStrategy #EconomicTrends #ValueStocks #GrowthStocks #InvestorInsights #StockMarketNews #FinancialLiteracy #EconomicUncertainty #InvestmentTips
Market Recap: U.S. Indexes Drop Amid Trade Uncertainties
Major U.S. indexes faced a downturn this week due to tariff changes and rising bond yields. Key upcoming reports on inflation and the labor market may influence market strategies. Discover insights into stocks like Costco and McDonald's in our latest update. #MarketRecap #TradeUncertainties #StockMarketUpdate #InflationNews #CPIReport #BondYields #CostcoEarnings #McDonaldsStock #InvestmentStrategy #EconomicOutlook
Life insurance isn't just a policy; it's a plan for protecting your loved ones and building a strong financial future. This Financial Literacy Month, we're highlighting some of the key benefits of life insurance. Swipe through to learn more.
Have questions about coverage or interested in exploring your options? Our team is here to help — reach out anytime.
Ever feel like choosing a financial professional is like deciding who to lock in the trunk—your spouse or your dog? At Abshire Family Financial, we promise guidance that won’t leave you in the doghouse…and there will be no shortage of comedy relief.
#FinancialHumor #choosewisely #estateplanning #financialliteracy #retirementplanning #wealthmanagement #retirement #comedy
Market Recap: February's Economic Uncertainty and Declines
As February unfolded, we faced rising inflation and tariff discussions, leading to significant market volatility. Our recap highlights the declines across major stock indexes, including the S&P and Nasdaq. Stay informed about the financial landscape and what it means for investors moving forward. #MarketRecap #EconomicUncertainty #StockMarket #InflationImpact #InvestmentTrends #Nasdaq #SP500 #DowJones #FinanceNews #MarketAnalysis
Estate Planning: Avoid Family Fights After You Die
Discover the importance of estate planning for securing your family's future. Learn how a well-structured plan, created with the help of an estate attorney, can bring peace of mind and avoid potential family conflicts after your passing. Protect your legacy today! #EstatePlanning #FamilyHarmony #EstateAttorney #WealthManagement #FinancialPlanning #LegacyPlanning #SuccessionPlanning #PeaceOfMind #FinancialSecurity #FamilyLegacy
Maximize Client Meetings with Smart AI Note Taking
Discover how AI note takers like Fathom and Otter AI can enhance your meetings. We share tips on capturing key strategies and creating polished summaries quickly to improve client communication and efficiency. Boost your productivity today! #AINoteTaking #ProductivityHacks #ClientMeetings #Fathom #OtterAI #BusinessEfficiency #SmartSummaries #DigitalTools #TechTips #MeetingSuccess
The recent announcement of tariffs is making headlines, leaving many with questions. To help, we’ve put together an overview of tariffs, why they’re being implemented, and what this could mean for you. Swipe through to learn more.
If you have concerns about how these changes may impact your portfolio or budget, our team is here to help. Reach out anytime.
Last week, markets faced volatility as new tariffs and weaker-than-expected job numbers stirred uncertainty. Looking ahead, all eyes are on Wednesday’s Consumer Price Index (CPI) report for inflation insights.
Swipe through for more insights, and reach out to our team with any questions or needs. We are always here as a resource for you.
You didn’t request a penny for our thoughts, but we’re going to share our two cents anyway! As most Americans have likely heard by now, the U.S. Treasury recently announced a halt in penny production.
Today, we’re sharing an overview of what happened and the potential impacts, which can overall be considered “small change.” Swipe for more information, and reach out with any questions!
Labor Market Update: Disappointing Job Growth in January
January's non-farm payrolls report reveals only 143,000 new jobs, falling short of expectations. While California wildfires and uncertainty from the new administration contributed, December and November figures were revised upward, showing strong underlying trends. Discover the implications for the economy in this detailed analysis. #LaborMarket #JobGrowth #NonFarmPayrolls #EconomicNews #CaliforniaWildfires #TrumpAdministration #EmploymentTrends #JobReport #EconomicAnalysis #BusinessInsights
With persistent inflation, rising interest rates, and record-high debt, managing personal finances has become more challenging than ever. If you're feeling the pressure, you're not alone. Swipe through for a look at the current financial landscape — and what you can do to make 2025 a strong year for your personal finances.
No matter where you are financially, having a plan can help you move forward with confidence. Our team is here to help. Reach out today to start the conversation!
Take Control of Your Estate: Secure Your Legacy
We discuss the importance of controlling your life's earnings and decisions through effective estate planning. Don’t let the government dictate your legacy—ensure your pets and belongings are cared for as you intend. Let's empower ourselves in planning for the future! #EstatePlanning #SecureYourLegacy #FinancialControl #PetTrusts #WealthManagement #LifeDecisions #GovernmentControl #FinancialLiteracy #LegacyPlanning #EmpowerYourself
Given that many people have questions about the recently announced tariffs, we wanted to share an overview of implemented and proposed tariffs and what they could mean for consumers.
Swipe for an overview, and as always, reach out with any questions or needs. We are always here as a resource!
Owning a home is more than just having a place to live — it’s a powerful tool for building financial stability and long-term wealth. Whether you're a homeowner or planning to buy, understanding the financial impact of homeownership is key.
Swipe through for insights and tips on making the most of your investment. Have questions about how homeownership fits into your overall wealth and retirement plan? Our team is here to help. Reach out today!
From Zero to Success: Building My Firm from Scratch
With a background in finance and economics, we share our journey of creating a successful firm where large companies fell short. Discover the insights and strategies that drove us to take the leap into entrepreneurship. #Entrepreneurship #BusinessJourney #SuccessStory #FinanceAndEconomics #StartupLife #EntrepreneurMindset #BusinessGrowth #FromZeroToHero #Innovation #Leadership
Market Volatility: How Tariff Talks Impact Finance
As February closed, financial markets grappled with tariff uncertainty and increasing volatility. In this video, we explore the ongoing challenges and predict the future landscape for investors facing these turbulent times. Stay informed and ready to navigate the complexities ahead. #MarketVolatility #TariffTalks #FinanceInsights #InvestmentStrategies #EconomicTrends #FinancialMarkets #UncertaintyAhead #TradingTips #InvestSmart #MarketAnalysis
Trump's New Tariffs: What You Need to Know for March
March is bringing significant tariff changes affecting imports from Mexico, Canada, and China. We discuss the implications and market reactions as these tariffs roll out, impacting several industries and commodities. Stay informed and prepared for these economic shifts! #Tariffs #TradePolicy #EconomyUpdate #TrumpAdministration #MarketNews #GlobalTrade #ChinaTrade #FentanylCrisis #InvestmentStrategies #EconomicImpact
Inflation Insights: CPI, PPI & The Fed's Outlook
Discover the latest on inflation with insights into the CPI and PPI data! We explore how the Federal Reserve is reacting to these trends and what it means for the economy moving forward. Stay informed on market shifts and economic predictions. #InflationInsights #CPI #PPI #FederalReserve #MarketTrends #EconomicForecast #FinanceTips #Investing101 #EconomicData #PersonalFinance
Sibling Rivalry: Fighting Over Inheritance!
Witness gripping sibling rivalry erupt over a substantial inheritance! Explore the complexities of family disputes and navigate challenging real estate markets alongside our attorney as they tackle high-stakes legal battles. Discover the emotional and financial hurdles in this intense property showdown. #InheritanceDrama #SiblingRivalry #FamilyDisputes #RealEstate #LegalBattles #PropertyShowdown #MarketChallenges #HighStakes #Attorney #LegalAdvice
How much life insurance is enough? It’s a question many people ask, and the answer depends on your unique financial situation. Swipe through for five key factors to consider when determining the proper coverage.
Contact us today to find the right policy for your family’s financial security.
Robin Williams' Estate: Avoid Probate Hell!
Learn about crucial estate planning from the Robin Williams case. We explore the importance of trusts versus wills, highlighting probate avoidance and the pitfalls of missing key clauses. Secure your family's future – watch now! #EstatePlanning #Probate #TrustsVsWills #RobinWilliams #HighNetWorth #WealthManagement #LegalPlanning #FinancialPlanning #Inheritance #AvoidProbate
Unexpected medical expenses can add up fast — even with traditional health insurance. That’s where medical bridge coverage steps in, providing an extra layer of financial protection for life’s unexpected moments. Swipe through to learn more.
Contact our team today to learn more about medical bridge coverage for you or your employees.
February brought warm inflation readings and continuing tariff discussions, contributing to economic uncertainty and market volatility.
Swipe through for more insights, and reach out to our team with any questions or needs. We are always here as a resource for you.
The recent wildfires in North and South Carolina have been devastating, and our hearts go out to everyone affected. Your safety and well-being are what matter most.
If you need support, resources, or just someone to listen, our team is here for you. Please don’t hesitate to reach out — we’re in this together.
A more rugged take on the quintessential Aviator style, the Bryant Collection draws inspiration from the authoritative blueprint while incorporating a more angular and masculine frame. The design epitomizes the spirit of the past infused with modern polish. Photo Credit: Bryan Wesley #ambassador #goldenbryantcollection
A quick reminder about these upcoming tax deadlines:
📅 March 17: S Corporations and Partnerships (calendar-year businesses). Fiscal-year businesses must file by the 15th day of the third month after the tax year ends. Should the 15th fall on a weekend or holiday, the filing deadline moves to the next business day.
📅 April 15: C Corporation filing deadline.
If you've already reached out for tax prep, you're all set! ✅ If not, make sure to send over your documents ASAP to avoid any last-minute stress.
Have questions? Don’t hesitate to contact us — we’re here to help!
Weekly Market Updates from our new studio set coming soon!!! #finance #education #economy #tax
Tax season is in full swing, and two important filing deadlines are coming up:
📅 March 17 – Deadline for S Corporations and Partnerships
📅 April 15 – Deadline for C Corporations
If we’ve already discussed your return, no worries — we’ve got everything under control! If not, let’s get the ball rolling. Reach out to us today, and we’ll make sure you’re all set.
Last week, the S&P 500 hit fresh highs early on, but economic uncertainty soon took over. The week also saw a weaker forecast from Walmart, softening consumer sentiment, and ongoing tariff concerns. Swipe through for more information.
As always, feel free to reach out with any questions or needs. We are here to help.
March is Workplace Eye Wellness Month — a perfect time for employers to focus on their team’s eye health and its impact on overall well-being and productivity.
Vision insurance offers:
✨ Cost savings with group plans that reduce premiums and out-of-pocket expenses.
✨ Preventive care through routine exams, catching vision issues early.
✨ Improved productivity by reducing eye strain and enhancing focus.
Thinking about expanding your benefits? Let’s explore how vision coverage can make a lasting impact on your team. Reach out to learn more!
The biggest month in college basketball is here, and we're feeling the excitement! 🏀 Whether you're cheering for your favorite team or just enjoying the energy of the season, it’s a great time to catch up.
Got questions, updates, or need assistance? Let’s connect!
Estate Planning: It's NOT Just for the Rich!
Smash common estate planning myths! Learn why everyone, regardless of wealth, needs a plan. We uncover the truth and provide actionable steps to secure your future. Watch now and take control! #EstatePlanning #FinancialPlanning #WealthManagement #EstatePlanningTips #FinancialLiteracy #MoneyManagement #Inheritance #Will #Trust #Kiplinger
Estate Planning: Do YOU have one?
Learn the basics of estate planning and discover why everyone needs one, regardless of their assets. We explore the fundamentals and answer the question: Do I even need an estate plan? Find out now! #EstatePlanning #RetirementPlanning #FinancialPlanning #EstateLaw #Will #Trust #Inheritance #FinancialLiteracy #WealthManagement #LegalPlanning
Building Trust: 3 Questions to Win Clients
We dive into the crucial questions that foster trust and rapport in business relationships. Join us for a unique evening to explore how we can shift perceptions and foster collaboration to achieve mutual success. Let's create connections that last! #BuildingTrust #ClientRelations #BusinessSuccess #NetworkingTips #TrustInBusiness #ProfessionalGrowth #ClientEngagement #RelationshipBuilding #Teamwork #BusinessDinner
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