It's time to ‘clock’ in a brand new year! We kick things off each year with an all-team meeting to review the previous year and reset our goals and strategy. While we spent most of the day talking about business, we definitely made sure to have fun, too!

With the new year comes the perfect time to focus on your financial health. Understanding these 6 key financial numbers can help you set yourself up for success this year. Dive into our latest blog to start off this year on the right foot! bit.ly/4hfr3T6

Is your estate plan up to date? Regularly reviewing and updating your estate plan is vital for ensuring your wishes are honored and your loved ones are protected. Learn more about the best why and how you should update your estate plan, here: bit.ly/3CftDJR

Investing may sound scary, but it doesn’t have to be! With the right strategy, you can make your money work for you. Start by understanding your goals, time horizon, and risk tolerance. Ready to dive deeper? Learn more below: bit.ly/4jAWUzE

At Spaugh Dameron Tenny, we take our role in helping you grow and protect your wealth seriously. Learn more about how we approach investing. Let us know if you have questions. We are here to help. bit.ly/4junKJx

Navigating retirement savings can be challenging, especially when switching jobs. If you're considering your options with a 457(b), remember: 1. Mandatory Distribution 2. Tax Implications 3. Unique Features Your retirement deserves careful planning! bit.ly/3Wx6Lww

Financial success starts with the right priorities! With a solid foundation, you can confidently plan for savings, investments, and future opportunities. Read our full blog below to begin the journey towards achieving your financial goals. bit.ly/40Dnqzx

Join us in congratulating our very own Hattie Warren on her latest achievement. Hattie recently achieved her CERTIFIED FINANCIAL PLANNER®️ professional designation. We are so proud of you, Hattie. Well done! #TeamSDT #SpaughDameronTenny #CFP

Timing is key to maximizing your retirement savings. Contributing to your Roth IRA early in the year gives your investments more time to grow tax-free. Are you curious about how to maximize your benefits? Read more. bit.ly/4hyENZq

Are you prepared for the unexpected? Disability insurance is a crucial safety net for your career and financial future. Don’t leave your peace of mind to chance! Download our guide today to gain insights on coverage, benefits, and common misconceptions. bit.ly/41fow6l

Did you know that executives often build wealth through concentrated stock positions? While it might feel like a win, this strategy can come with hidden risks. Learn why diversification can be crucial in safeguarding your financial future: bit.ly/4jSBRZp

As financial professionals, we understand the importance of discussing money with your partner. Stay tuned as we share five money questions you should ask your partner and how they will help you both better understand your money values and goals. bit.ly/3Qho1lL

Did you know your income can affect your Medicare costs? Meet IRMAA, the Income-Related Monthly Adjusted Amount. Understanding IRMAA can help you budget effectively and avoid surprises. Dive into our latest blog for all the insights on how it works! bit.ly/4b4OBIr

When it comes to Roth IRAs, there is plenty to know. Our managing partner, Shane Tenny, explains what makes what you need to understand about these accounts. Watch the video to discover the power of tax-free growth and the backdoor Roth conversion. bit.ly/4hOeAX6

It’s time once again to celebrate in the SDT office! Join us in wishing Christina Washington, our Investment Coordinator, a happy SDT day! We are grateful to have her on our team. #SpaughDameronTenny #SDTDay #TeamAppreciation

Financial scams targeting older Americans are rising, with losses exceeding $3.4 billion last year alone. Protect yourself and your loved ones by staying informed. Read our blog to discover tactics scammers use and how to safeguard your finances. bit.ly/4kgzuQh

Are you falling for common Social Security misconceptions? From tax implications to spousal benefits, misinformation can cost you. Don't let myths dictate your financial future! Dive into our blog to debunk the top Social Security myths. bit.ly/4kwf1Ha

40% of Americans admit to keeping financial secrets from their partners. Learn more about what financial infidelity is and the complexities of trust and money in relationships: bit.ly/4kNnw0G #FinancialInfidelity #FinancialPlanning

Unlock the potential of your bonus! Whether it's enhancing your lifestyle, tackling debt, or investing for the future, every decision counts. Read our blog to discover five smart strategies to maximize your bonus and align it with your goals. bit.ly/3FyLU6n