Cody Dawkins, Financial Services Professional, MassMutual Carolinas

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Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contribu...
10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending,...
10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

💕 GIRL MONEY, BUT MAKE IT IN PERSON! 💕You know we love talking money online, but tomorrow we’re taking the conversation ...
10/15/2026

💕 GIRL MONEY, BUT MAKE IT IN PERSON! 💕

You know we love talking money online, but tomorrow we’re taking the conversation OFF the screen! 💗✨

I’ll be at a vendor table tomorrow for the Friends in Business Expo, and I want to see YOU there!

Come say hey, get to know what I do, ask your money questions, or just stop by for a little financial girl talk. Whether you’re building your business, growing your wealth, or simply trying to get more organized with your money, let’s connect!

And fellas, you’re welcome too!

📍 Friends in Business Expo @ Grady Cole Center
🗓️ Tomorrow, October 16th
⏰ 12pm-5pm (I will be tabling until 3pm)

Come find the girl in pink, and let’s talk GirlMoney! 💕

(P.S. I will have some yummy treats from my favorite local bakery) Neelia’s | Dessert Catering & Cakes | Charlotte, NC

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance covera...
10/15/2026

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance coverage, beneficiaries, and long-term protection plans can help ensure the people and priorities that matter most are supported. Let's connect.

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning ...
10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/12/2026

✨ Girl Money Episode 19 is live! ✨

Today’s Girl Money topic: The Disorganization Tax 💸

“Wait… I’m still paying for THAT?” 👀

From forgotten subscriptions and late fees to duplicate purchases and money slipping through the cracks, being disorganized with your finances can cost you more than you realize. Sometimes, it’s not about needing to make more money. It’s about knowing where the money you already make is going!

A little organization can go a long way. Review your subscriptions, check your recurring payments, and create a system that helps you keep track of your money before it disappears on autopilot.

And this week, I have a special guest joining me as the fun cohost… Peanut! 🐾 He may not be contributing financially to the household, but he’s certainly contributing to the entertainment. 😂

Making money talk feel like girl talk, one Monday at a time. 💕

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Best believe I’m showing up and showing out in pink, in true Girl Money fashion. 💕✨Because who says professional has to ...
10/07/2026

Best believe I’m showing up and showing out in pink, in true Girl Money fashion. 💕✨

Because who says professional has to mean boring? You can be polished, professional, and pink. 💗

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.
10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

Address

4350 Congress Street , Ste 300
Charlotte, NC
28209

Telephone

(980)9076366

Website

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