Bonnette Wealth Management Group - Stifel

09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aLIE9S

08/14/2026

August 14th is Financial Awareness Day. This day serves as a reminder to reflect on your financial health and take steps toward long-term security. Whether you're building a budget, planning for retirement, or simply looking to strengthen your money mindset, knowledge is your greatest asset.

Not sure where to start? View our Financial Literacy Video series here: https://livesocial.seismic.com/aW0HLY

08/12/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aV7uJe

08/11/2026

Renting or owning - there's no one-size-fits-all answer. This video breaks down the real costs, tradeoffs, and myths around housing so you can choose what actually fits your life and money goals.

08/05/2026

Roth vs. Traditional: Pay taxes now or later? Your choice can potentially shape your future savings.

See which option may align with your financial goals:
https://livesocial.seismic.com/af6hBW

08/04/2026

What if your money could grow like a garden? In this fun, story-driven video, kids learn how investing works and what it means to own a small piece of a company through stocks. It's a simple, engaging way to introduce how money can grow over time with patience and smart choices.

08/04/2026

We hope you can join us! Click on the link below to learn more about our upcoming webinar:

Planning for a Comfortable Retirement

07/29/2026

Click here to view the latest version of Retirement Plans Quarterly: https://livesocial.seismic.com/apZ7tb

07/28/2026

Whether you're saving for a car, building an emergency fund, or planning for life after college, every financial goal starts with a strategy. This video shows you how to define your goals, create a timeline, and stay focused on what matters most. Learn how small steps today can help you achieve big goals tomorrow. Hit play and start planning with purpose!

07/27/2026

Mid-Year Check In! Contribution limits and eligibility thresholds have changed. Have you reviewed your contributions? Learn more here:
https://livesocial.seismic.com/aWALk4