Amanda Borgeson, MBA

06/08/2025

As a Deaf rep, I absolutely love seeing this!!

We have made significant progress in expanding access to financial planning for Deaf clients. If you would like to learn more about our financial planning services and access the resources we offer, please reach out to us!

I do not own rights to this video


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05/28/2025

Looking for love? Well, over half of US adults think financial compatibility is more important in a romantic partner than shared religion and politics. Message me for more about merging your finances. (NM Consumer Sentiment Survey, Q4 2024)

05/28/2025

Happy 529 Day, everyone. If you're putting money into a 529 plan, you're already growing tax-free savings for your child's education. If not, let's change that. I can help you get started.

03/26/2025

I am excited to share I will be posting on social media in ASL!
Additionally, to include our diverse audience, I will be speaking as well :)

03/20/2025

Embrace the Power of Diversification: Unlocking a Brighter Financial Future

When it comes to building long-term wealth, one of the biggest mistakes people make is focusing too heavily on a single investment, asset or market. While it’s tempting to stick with what feels familiar or has performed well recently, this strategy leaves you vulnerable to unnecessary risk.

Diversifying your portfolio — spreading investments across different asset classes like stocks, bonds, life insurance, real estate, and alternative investment accounts— helps protect your wealth by minimizing exposure to any one sector’s volatility. Markets shift, industries change, and economic conditions can fluctuate. A well-balanced portfolio cushions these changes, ensuring that your financial future isn’t tied to the success (or failure) of just one investment.

Think of diversification as an insurance policy for your investments. While it may not promise overnight gains, it provides stability and resilience when the unexpected happens. By including a mix of growth-oriented and income-generating assets, you increase your potential to weather market downturns and capture opportunities in different sectors.

Whether you’re just starting out or looking to rebalance, now is the time to evaluate your portfolio. Don’t wait for a downturn to realize the importance of diversification. Don’t wait, start planning for it now.

Is your portfolio positioned to thrive in any market condition? Let’s discuss how to strengthen your financial foundation.

03/20/2025

Kids aren’t cheap. But one place they actually can save you money is on your taxes.

Having (or adopting) a child is expensive, but tax credits and deductions can save you money at tax time. Here are the tax breaks every parent should know about.

03/20/2025

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are some steps you can take.

One of the best ways to feel better about your money is to create a personalized financial plan. These steps can help you get started.

03/13/2025

How you respond to a declining 401(k) balance depends largely on how close you are to retirement. I’d love to help you troubleshoot—no matter what stage you’re at.

Here’s what to do—and not do—when you see your 401(k) balance go down.

03/13/2025

An estate plan is a key part of a bigger financial plan. Get in touch if you need help getting started.

Setting up a formal estate plan can help to ensure your wishes for your loved ones are carried out. Check out these tips for ideas on how to get started.

03/13/2025

Let’s get together and start working on your financial plan today.

You may face some unique challenges, especially when it comes to legal protections and benefits. Here’s what you need to know.

03/13/2025

Wills and trusts both play crucial roles in estate planning but serve different purposes. Learn what each can do for you and your loved ones.

Both can serve an important part in an estate plan, but is it better to have a will or a trust? Learn the differences and what each can do for you and your family.

03/13/2025

Let’s make sure you have these 5 things covered together.

In 5 easy steps, jump start your planning with this small business financial wellness checklist.