Client Highlight: Scott Musser
Posted by Drew Stratton on Wed, 11/08/2023 - 12:46
I would like to thank Scott for sharing his experience with me, and as a result, with you as well.
Holiday Spending
Posted by Spark Social on Mon, 10/30/2023 - 16:25
It seems like earlier and earlier, stores are stocking up for Halloween, Thanksgiving, Christmas, Hannukah, and more. But when you’re seeing stockings on the shelf in August, it’s hard not to question who is buying that early and why they're doing it.
Downsizing In Retirement
Posted by Spark Social on Thu, 09/28/2023 - 12:17
No matter your age or generation, consider your ideal lifestyle situation; many of us have idealized extravagant lifestyles that include large homes, fancy cars, and lavish vacations. Does your income allow for such expenditures?
Credit Card Usage Is On The Rise
Posted by Spark Social on Thu, 08/31/2023 - 15:06
How has credit card usage changed in recent years, and what does it mean? Let’s discuss.
Understanding Charitable Contributions
Posted by Spark Social on Tue, 08/01/2023 - 13:31
While the true benefit of charity is to help, you shouldn’t discount the impact of those contributions come tax season
First Year of College? Money-Saving Tips, Smart Shopping, and Student Discounts
Posted by Spark Social on Thu, 06/29/2023 - 14:14
Welcome to the ultimate guide to frugal college living!
The Hidden Costs of Lifestyle Creep
Posted by Brandon LaFleur on Thu, 05/25/2023 - 13:17
If your lifestyle expenses creep too close to your yearly income, you are losing your financial flexibility.
Evaluating The Banking Crisis in America
Posted by Spark Social on Fri, 04/14/2023 - 11:54
Bank Runs, Capital, and Recessions: What do they mean for the banking industry through 2023?
Learn More About SECURE 2.0
Posted by Spark Social on Wed, 02/15/2023 - 15:13
Learn More about the SECURE Act and what it means for your retirement planning.
Understanding Tax Loss Harvesting
Posted by Spark Social on Tue, 12/20/2022 - 16:43
Tax Loss Harvesting is a strategy that sees an investor selling their investments at a loss and investing in an equitable venture.
