As a small business owner myself, I know firsthand the challenges that come with running a business. That's why it's so important to recognize and uplift local small businesses on this special day. Let's champion their success and growth! #SmallBusinessDay #Entrepreneurship

Own a business? Your family’s welfare depends on its sustainability. Without an estate plan, a death or injury puts them at risk. Here are some tips to safeguard your family's future. #businessowners #estateplanning smartasset.com/financial-advi…

Motherhood is a tough job. Ever-changing, frequently exasperating, no days off, and the salary is macaroni necklaces and sticky hugs. If you’re lucky enough to have a Mom who hugged, inspired and supported you, call her and say thanks! #MothersDay #MomAppreciation

Edwin Castro won the $2 billion Powerball. His payout = $997.6 million (before taxes). He has already spent $76 million on 3 houses. + many other lavish purchases. Will he go broke?

Life insurance can help make sure your children are covered financially in the case of your death. Read on for Smart Asset’s reasons to consider life insurance! #insurance #lifeinsurance smartasset.com/life-insurance…

According to the CDC, each year in the U.S. about 42,000 women and 500 men die from breast cancer. Show your support and raise awareness this October! #breastcancerawareness #pinkribbon

A $200,000 household income on a $70,000 a year budget = a recipe for multi-millionaire status.

When it comes to insurance, it’s best to lock in a rate when you’re young and healthy because the younger and healthier you are, the less expensive it is to insure you. Value Penguin breaks down the costs. #insurance #lifeinsurance valuepenguin.com/average-cost-l…

Death benefits are typically the feature most often associated with life insurance policies. However, permanent life insurance policies have other advantages, such as the possibility of borrowing against the policy’s cash value. #insurance #lifeinsurance

If there's one takeaway on Get Smart About Credit Day, it's that it's never too late to learn (and implement!) responsible credit habits! #GetSmartAboutCreditDay #financialmanagement #healthycredithabits

Some employer-sponsored life insurance plans end when you leave the company. You may need your employer’s policy plus an individual one. #insurance #lifeinsurance

The first World Series was held in 1903 between the Boston Americans and the Pittsburgh Pirates. Boston won five games to Pittsburgh’s three to cinch the Series. World Series action begins Oct. 27! #homerun #baseball #worldseries #americasfavoritepasttime

Enjoy goblin up all your Halloween candy — just don't let it go to waist! (I can't Reese-ist a good Halloween pun.) Happy Haunting! #halloween

The IRS announced adjustments for 2024, which address a few key areas: irs.gov/.../irs-provid….... What does that mean for you? There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new tax rules? My office has 2024 tax resources that you may find helpful!

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability. seelausfinancial.com/resource-cente…

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow