by Greg Jackson | Apr 1, 2026 | Business Owner, Investments, Retirement, Savings, Uncategorized
TL;DR – Quick Takeaways Many business owners pour every dollar and every hour into their company but completely neglect their personal financial plan. This creates a major concentration risk: if the business stumbles, there’s no safety net. The most financially...
by Ashley McCoskey | Mar 31, 2026 | Insights, Investments, Retirement, Savings, Uncategorized
TL;DR – Quick Takeaways Data breaches are happening more frequently, and identity theft can strike anyone. Protect yourself by freezing your credit at all three bureaus (and placing a fraud alert as an immediate first step), monitoring your credit through free tools...
by Ashley McCoskey | Mar 10, 2026 | New Job, Retirement, Savings
TL;DR: If you have changed jobs mid-year, one thing to be mindful of is that there is still a $24,500 limit for the year in your 401(k) or 403(b), plus an additional $8,000 catch-up limit if your plan permits it and you are age 50 or over at the end of the calendar...
by sfcAdmin987 | Mar 13, 2025 | Insights, Savings
Let’s talk about money—but not the fun, exciting kind. Let’s talk about the kind of money you hope you never have to touch: your emergency fund. It’s that safety net, that financial cushion that allows you to be flexible and can prevent a minor bump in the road from...
