Homewealth Financial & Insurance Services

01/25/2024

"Happy Thursday, folks! 🎉 Just a friendly reminder that it's almost the weekend, so hang in there! Remember, Thursday is like a mini Friday, but with less pressure. So, let's power through the day with a smile on our faces and a skip in our step. You got this! 💪 "

01/23/2024

It’s possible the headlines surrounding the SEC’s approval of spot Bitcoin ETFs left you with some questions, such as … “What’s a spot Bitcoin ETF?”

If that’s crossed your mind, we want to assure you that you are not alone in wondering this, while ensuring you have the tools to understand this landmark development.

Swipe through each image for an overview of what happened and what it means for the average American ➡️

Have other investing questions? Reach out to us anytime – we’re here to help you navigate the evolving financial landscape with confidence and clarity.

12/05/2023

Whether you are celebrating holidays or simply taking some time to slow down, we hope you’re getting in some rest and quality time with family ☕

What is your favorite part about winter? We’d love to hear 😊 Let us know in the comments below!

11/15/2023

Did you know small businesses have a higher chance of being audited than individuals do?

Though still only 2.5% of small businesses are audited compared to 1% of individuals, no one wants to be among those 2.5%.

Here are four steps you can take to decrease your chances:

✔️ File on time and file completely.
✔️ Report your numbers accurately and exactly.
✔️ Pay your estimated taxes on time throughout the year.
✔️ Stay away from misclassifying workers.

Got questions? Give us a call or send us an email. And be sure to share this post and spread the word to small businesses in your network!

11/02/2023

One in four workers live in an area with pay transparency laws on the books, and even those who don’t often have an expectation of salary ranges in job descriptions. (One survey found 55% of workers won’t apply to a job without a salary range 😲)

That’s why we thought it was high time to share a few key facts about pay transparency ↪️

What other emerging labor market trends should we cover? Share your thoughts in the comments ⬇️

10/26/2023

10/18/2023

📣 ANNOUNCEMENT!! 📣

The Social Security Administration (SSA) just released information regarding the 2024 cost-of-living adjustment (COLA). Swipe to get the details ➡️

Have questions or concerns as you prepare for the new year? Reach out anytime via phone or email. We're here to ensure you're in the know about Social Security benefits and your broader financial picture!

11/03/2021

What Everyone Ought to Know About How To Choose A Medicare Plan.
https://homewealthfinancial.com/schedule-time-to-talk-about-medicare/
Or Call 619-333-4352
Understand the 3 things your insurance agent must have before you even begin talking about a Medicare policy.
1. Is your agent passionate about helping Seniors?
2. Does your agent have a track record of helping individuals with their policy?
3. Most important! – Can you get a hold of your agent when you have questions?

Schedule a call today and discover How to choose a Medicare plan that will not cost you an arm and a leg but will give you the medical coverage that you need when you need it. Discover for yourself all the ways you can understand how to pick a Medicare plan.

This no-pressure conversation with a certified Medicare agent that you can trust will give you a proven path to experience Peace of Mind knowing that you picked the right Medicare plan for you.