Rice Wealth

04/05/2026

We hope everyone has a Happy Easter with their friends and family!

03/06/2026

03/05/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.

02/20/2026

02/16/2026

We will be closed today for President's Day.

02/14/2026

Happy Valentine's Day! 💕

02/04/2026

This one rewards the curious.

Zoom in on the coffee pot and see what you notice.

Sometimes, more is hiding in plain sight. ☕️

Paid Advertisement. Investing involves risk, including potential loss of principal. LPL Financial LLC, Member FINRA/SIPC.

01/28/2026

Our lives are more digital than ever, which makes protecting personal information more important than ever.

For , shared five simple steps anyone can take to stay safer online, from checking app permissions to being cautious about what we share with AI tools.

Take a moment today to review your settings and strengthen your digital privacy. Small actions can go a long way.

01/28/2026

💸 How are you bringing down your grocery bill? 💸

We were talking about this in the office the other day, and some really good tips came up. Here’s what we shared! Maybe one (or all) can help you save too 👇

🥕 1. Use the Kroger app + rewards card
Clip digital coupons, use mailed coupons, and don’t forget those gas points, they add up fast.

🛒 2. Shop smart at Sam’s Club
Look for Instant Savings and use Scan & Go for extra savings on select items.

💳 3. Check your credit card's cash back and offers
Some cards offer extra cash back on groceries, gas, or restaurants — make sure you’re using the right card for the right purchase.

🥦 4. Buy what you can at Aldi
Simple, affordable, and great for staples.

📋 5. Meal plan
Buying only what you need helps avoid impulse buys and overspending.

❄️ 6. Try a no-spend week (or month!)
Clean out the freezer and pantry and use what you already have before buying more.

Now we’re curious, what’s your best grocery-saving tip? Drop it in the comments 👇🛒💰

01/26/2026

Our staff will be working remote on Tuesday, January 27th. Our physical office will be closed. Please call us at 270-735-1718 or email [email protected] for assistance.

01/26/2026

Our office will be closed on Monday, January 26th. We hope everyone is safe and warm! 🥶 Please call us at 270-735-1718 and leave a message if you need assistance.