Sequoia Financial

02/17/2022

Protect your assets! We love to refer clients to our estate planner partners for these reasons:

Putting a thoughtful estate plan in place is a selfless act of love that benefits those you leave behind.

10/27/2021

10/10/2021

https://www.kiplinger.com/retirement/inheritance/601551/states-with-scary-death-taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.

09/24/2021

https://www.kiplinger.com/personal-finance/how-to-save-money/603459/yes-your-401k-has-its-perks-but-its-not-the-only-way-to

While 'tax now' and 'tax deferred' are more well known, make sure you diversify with 'tax advantages' to get the most out of your retirement.

Tax diversification can play a vital role in stretching your retirement savings. Here’s how to achieve the flexibility you need with a three-bucket system.

09/19/2021

https://www.forbes.com/sites/chriscarosa/2021/09/15/why-do-employees-think-they-dont-pay-fees-on-their-401k-plans/?sh=7ad1f9f44008

The latest GAO report says 41% of 401(k) plan participants don’t believe they pay fees. There’s a good reason for that, and it’s not the one you’re thinking.

07/31/2021

Join us!!

07/30/2021

financial education, remote services,

07/12/2021

Money talk is taboo, but it shouldn’t be that way. My goal is to educate and empower instead of intimidate or confuse. What is your relationship with Money and how has it changed since you grew up?
👇🏼👇🏼

07/04/2021

Wishing you a safe and happy 4th!

06/20/2021

https://www.sequoiafinancialgroup.org/book-online

06/20/2021

Happy Father’s Day!

06/17/2021

I love to empower and educate clients. If your parents never had the money talk with you, schedule a complimentary zoom call today!