Charles Seacrist

08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/4oJyLcJ

Need help creating a plan that works for real life? Reach out any time and let’s talk.

07/17/2025

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, there are surprising strategies that can make a real difference in how you manage your student debt. Check out these tips:
https://bit.ly/455GGcm

Need help figuring it all out? Let’s talk.

06/26/2025

Your finances vs. the headlines
Moody’s just lowered its outlook on the U.S. credit rating. Headlines like this can feel unsettling—but they don’t always mean changes for your personal finances. What matters is having a strategy that keeps you focused on your goals, not the noise. Here’s a quick explainer: https://bit.ly/4k6opjp
Still feeling uncertain? Let’s talk. I’m here to help you stay grounded and confident. Message me to connect.

06/12/2025

Tired of overthinking money?
You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to others, but what is your next move? Focus on your financial strategy.
Check out these simple tips to stop stressing about money: https://bit.ly/4l62iL6
Need help building a financial strategy that works for your life? Let’s chat.

05/27/2025

Whether you’re planning a big purchase, aiming for better loan terms, or just want more financial freedom, boosting your credit score can make a big difference. I found this helpful CNBC article with tips that could help increase your score by up to 160 points in just 30 days.
Need help creating a game plan for your financial goals? Let’s talk—I'm here to help.
The article is for general informational purposes. Credit scores vary significantly based on individual circumstances. Consider your unique situation when working to improve your credit score. Consult with a credit counselor for personalized advice.
https://cnb.cx/4jpHOvB

05/18/2025

We know you’re feeling the pressure from rising costs and global trade tensions. Right now, you need confidence in your financial future. For 180 years, New York Life Insurance Company and its affiliates have been a steady hand throughout every market cycle. Let’s talk about annuities as a solution to help navigate the noise and stay focused on long-term security.

05/16/2025

Raising an athlete is no small feat—you're investing time, energy, and money to help them chase their dreams. But while you're supporting their goals, don't lose sight of your own. Check out these quick tips from New York Life to help you manage costs and stay on track with your own financial goals.
Want help building a game plan that supports both your child and your financial goals? Let’s connect.
https://nyl.co/43jvhn4

04/30/2025

An ABLE account can help improve quality of life for individuals with a disability — it permits tax efficiencies for ongoing expenses without jeopardizing benefits.

An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing expenses without jeopardizing benefits.

04/29/2025

Some of the most in-demand side hustles require ZERO advanced tech skills—just practical know-how and a willingness to start. Whether you want to boost your income, explore entrepreneurship, or build something bigger, there are plenty of opportunities using skills you already have.
Check out this article on easy, high-demand digital side hustles:
Need help with your financial strategy? Let’s connect!
Article is provided for informational purposes only. Readers are encouraged to consult with a qualified career advisor, HR professional, legal expert, or relevant specialist before making decisions related to employment.
https://bit.ly/4jxbxDG

04/28/2025

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

04/23/2025

Kiplinger’s “Four Ways Life Insurance Can Gow and Protect Your Wealth” offers insights for both policy owners and those exploring options on how life insurance can build wealth and secure your legacy. Read more.
https://nyl.co/4jokcbx

04/21/2025

Markets have been whipsawed by an intensifying policy storm out of Washington. Businesses and investors alike are stuck in reaction mode, hanging on every headline and press conference for clues on where the next move lands. Amid the noise, one question keeps resurfacing: why hasn’t the 10-year yield moved lower? Read more in this week's :
https://bit.ly/42mTHgn