It’s Open Enrollment Season
Every year, fall brings the opportunity to review your health insurance options. Whether you have…
SFSNovember 1, 2024
6 Steps to Being Secure Online
Each week brings news of another data breach of our information. There isn’t much you…
SFSOctober 25, 2024
Where Should You Put Your Cash?
The Federal Reserve (“The Fed”) dropped interest rates by 0.50% in September, the first drop…
SFSOctober 25, 2024
7 Habits of Highly Effective Investors
Don’t Get Caught Up in Current Events.The news continuously provides us something to worry about.…
SFSOctober 25, 2024
Is the Housing Market on the Nice or Naughty List? — Brandi Romero
With my background as a licensed loan officer and experience supporting financial advisors, I often…
SFSOctober 25, 2024
Investing Through Elections
Explosive political headlines will continue as the election nears. The cacophony of voices creates a…
SFSOctober 25, 2024
Review Your Estate Plan
When people hear “estate planning,” they often think it only applies to the wealthy. If…
SFSOctober 25, 2024
Episode 76: By The Numbers
Power Up Wealth podcast – By The Numbers – Episode 76 transcript: Sharla Jessop 0:00Recession…
SFSOctober 18, 2024
Good News is Good News, and Bad News is Bad
Conflict in the Middle East may be spreading. The human lives that have been in…
SFSOctober 2, 2024
Episode 75: Triple Tax Benefit
Power Up Wealth podcast – Triple Tax Benefit – Episode 75 transcript: James Derrick 0:00Health…
SFSSeptember 30, 2024