David Monroe at Pruco Securities, LLC

09/23/2024

The three most common misconceptions of in the financial services industry?
☑️ They’re not adults
☑️ Gen Z doesn’t know how to manage money
☑️ Gen Z has a difficult time adjusting to the workplace

By dispelling myths and understanding the unique qualities of this generation, the financial planning industry can tap into a wealth of potential that will drive future success.

Prudential’s own Pat Hynes shares more on embracing Gen Z in financial services in a new article from FA Magazine. Click here to read more:

There's an urgent need for fresh talent in the financial advice industry. Tapping into Generation Z and their unique perspectives and talents is the answer.

05/21/2024

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

05/18/2024

The road to generational wealth looks different for everyone. Entrepreneur Ashley McDonough took her passion for travel and founded Melanin on the Map, a community platform for minority travelers. Learn more about Ashley’s journey and how Prudential can help guide you to financial freedom.

Are you ready to redefine what wealth looks like for you, your family, and your future? We love it! But, how to begin? Prudential knows all about the importance of […]

05/16/2024

Planning for retirement has changed drastically over the years as retirement vehicles such as pensions become increasingly less common while costs continue to rise. Make sure you understand these common retirement risks as you determine the right plan for you.

People are living longer and costs keep climbing, increasing the odds that you'll outlive your retirement savings. Here are some tips from a retirement pro to help you prevent that.

04/01/2024

Sleep myths abound. Here are five common suggestions that may not be the best advice for fine-tuning your sleep routine.

Sleep hygiene might look different from what you’ve heard. Experts share examples of sleep advice that miss the mark.

02/15/2024

With new tax rules regularly being implemented it is tough to keep up. If you are a senior prepping for the 2024 tax season, make sure you are aware of these four tax deductions that you may be able to take advantage of.

There are a host of tax breaks available to retirees and older Americans, but they’re easy to miss.

02/14/2024

Happy Valentines Day to you and your loved ones!

02/13/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial planning and life insurance. Insuring your love is as easy as 1-2-3.

02/13/2024

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me at (252) 327-3561.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Roth IRA contribution limits have gone up for 2024. Here's a look at the new limits and income-based phaseouts.

01/30/2024

As we step into the new year, it is the perfect time to review your finances. Explore these five financial tips to help make sure you stay on track this year.

These financial planning steps can help ensure your financial wellness for the rest of the year, so take some time to look at your goals, debt, taxes and more.

01/29/2024

Tax season is often a daunting time for many individuals. Understanding the deduction option that is right for you is important in helping to lower your tax burden in 2024. Read on to learn more about standard tax deductions and how they may benefit you.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

The standard deduction is advisable when it is greater than your total itemized deductions listed on Schedule A.

01/27/2024