DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL

by Katie Brown | Jan 14, 2022 | General

DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL Ensure you understand the available financing options. THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE, YOUR OPTIONS INCLUDE REMODELING YOUR CURRENT HOME, BUILDING A NEW ONE, OR...

A/D Juicebox A Year In Review; A Year Ahead (Dec 15th)

by Katie Brown | Dec 31, 2021 | General

A/D Juicebox A Year In Review; A Year Ahead  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...

In Case You Blinked

by Katie Brown | Dec 3, 2021 | General, Retirement

In Case You Blinked In case you blinked, 2021 is almost over and 2022 is less than a month away. If you are planning on maximizing your retirement plan contributions again next year or for the first time, there are some cost of living increases that will go in effect....

CELEBRATE SMALL BUSINESS SATURDAY

by Katie Brown | Nov 26, 2021 | General

CELEBRATE SMALL BUSINESS SATURDAY November 27, 2021, marks the 12th annual celebration of small,neighborhood businesses. ARE YOU READY TO SHOP SMALL? NO, WE’RE NOT TALKING COTTON BALLS OR PAPER CLIPS. SMALL BUSINESS SMALL. November 27, 2021, marks Small Business...

NOVEMBER IS LONGTERM CARE AWARENESS MONTH

by Katie Brown | Nov 19, 2021 | General, Retirement

NOVEMBER IS LONG-TERM CARE AWARENESSMONTH ADVANCED PLANNING CAN HELP ALLEVIATE SOME OF THE PHYSICAL, EMOTIONAL, AND FINANCIAL CHALLENGESASSOCIATED WITH THOSE REQUIRING LONG-TERM CARE. With the average U.S. lifespan trending higher over the past several decades, the...