The SECURE 2.0 Act passed Congress in December. What changes were made – and how will those changes affect your retirement? Get all the highlights in our latest Wealth Report. financeinsights.net/bEKeFDNE7fKdYY…

financeinsights.net/wxjrHWqmMCDzmm…

Do you have a 529 College Savings plan with money leftover? You may be able to roll that money into a Roth IRA in 2024. It's just one of the new rules from the SECURE 2.0 Act. Find out what else is new in our latest Wealth Report. financeinsights.net/8P4BhpNJbcalEE…

financeinsights.net/Z1LbhDXzEHbvwA…

Can you afford long-term health care if it's needed? Do you know the costs? Call to discuss your options. Our goal is to help you prepare for the unexpected. Call (270) 600-7526 for us to help with any questions you may have.

financeinsights.net/WM3Dh5namTYlL5…

financeinsights.net/1qzBt3Bjru2maB…

financeinsights.net/jXLDhZdGQuvBw8…

We are deeply thankful for our clients' support and trust in our services over the past year. At this festive time of year, we wish you peace, joy and all the best this sparkling holiday season has to offer. financeinsights.net/QNMzH3wv0hblbO…

financeinsights.net/2jk6HDkLgtADex…

Is a Santa Claus Rally shaping up, or is the market telling a different story? 🎄📈 Our CEO, Dale Smothers joined Lauren Simonetti LIVE on FOX Business to break down today’s markets as we approach year-end and the latest financial headlines! Have any questions? 📞 270.600.PLAN

Our CEO, Dale Smothers, joins Varney & Co. on the Stuart Varney Show LIVE on FOX Business tomorrow at 11:15 AM ET. He’ll be covering key trends we’re observing as the year wraps up and the latest in the markets. This is a conversation you won’t want to miss! 📺

Today on Taking Stock 🎙️ Crypto majors soar as tech stocks rebound. @JD_Durkin speaks with Phil Rosen & Dale Smothers of Dale Smothers. Paul Atkins recaps his visit to the NYSE 🏛. Plus, Angela F. Williams of United Way joins after ringing the Closing Bell! x.com/i/broadcasts/1…

Today on Taking Stock 🎙️ Crypto majors soar as tech stocks rebound. @JD_Durkin speaks with Phil Rosen & Dale Smothers of Dale Smothers. Paul Atkins recaps his visit to the NYSE 🏛. Plus, Angela F. Williams of United Way joins after ringing the Closing Bell! x.com/i/broadcasts/1…

Great day discussing the latest topics and stock picks. Proud to serve our clients across this great country and playing our part in empowering people to retire the way they desire! Varney & Co. FOX Business Lauren Simonetti

⁦Good Tip from Dale Smothers⁩ > Dale Smothers COREWEAVE INC [ CRWV ] ⁦FOX Business⁩ ⁦Varney & Co.⁩

PLTR- A real OS for the AI world!! Turning Potential into Profits! foxbusiness.com/video/63859179… FOX Business #PLTR #StockMarket