Your Emergency Fund: How Big Should It Be? When Should You Use It?

by Katie Brown | Jun 3, 2022 | General

Your Emergency Fund: How Big Should It Be? When Should You Use It? If you think of your finances as a house, your emergency fund would be the foundation. It’s the first step you take in building a strong financial life. Life can be full of unexpected surprises....

WHEN TO BEGIN COLLECTING SOCIAL SECURITY

by Katie Brown | May 27, 2022 | General, Retirement

WHEN TO BEGIN COLLECTING SOCIAL SECURITY Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it. Deciding when to retire and begin collecting Social Security is an important life decision. For...

FOCUS ON SMALL BUSINESS

by Katie Brown | May 20, 2022 | General

FOCUS ON SMALL BUSINESS Why small businesses are considered the lifeblood of the U.S. economy Small businesses play a big role in the U.S. economy, and springtime is a great time to recognize their importance. Whether you’re buying Mother’s Day gifts, garden supplies,...

A/D Juicebox Spring Has Sprung (March 29th)

by Katie Brown | May 9, 2022 | General

A/D Juicebox Spring Has Sprung We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: Asset allocation does not ensure a profit or...

THE BASICS OF FINANCIAL FITNESS

by Katie Brown | May 6, 2022 | General

THE BASICS OF FINANCIAL FITNESS Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings. There’s a subjective uncertainty associated with financial wellness. Are you...