Alexis “Swad” Hart

12/01/2025

Another layer to my financial service practice…
We offer FREE ESTIMATES….

11/10/2025

401 K…… How is yours performing???

10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4qxnixG

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

09/18/2025

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy can make it manageable. When it comes to paying for college, this article offers some great guidance and tips:
https://nyl.co/4nGgSu3

Let’s talk—I can help you find the approach that works specifically for your college savings goals.

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

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/45uH9Fh

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

07/21/2025

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

07/20/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

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/4lHcJ8E

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

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!