Robert Hicks, Financial Advisor, Ashford Advisors

03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:

See results from New York Life's Wealth Watch survey 2024 outlook.

03/12/2024

During Women’s History Month, join us in celebrating the countless contributions of women in our society. It’s a time to honor the remarkable women of the past who paved the way, as well as those today who continue to forge new paths. Take a moment to recognize the important women in our own lives who make a meaningful difference—not just during this month, but every day of the year.

02/28/2024

Saving for retirement is critical. According to the Federal Reserve, over half of families have retirement accounts like 401(k)s and IRAs, but the median balance of those accounts might surprise you. Check out this article to find out where you stand in retirement savings:

https://bit.ly/48zSW3i

If you have any questions about making plans for your retirement, please feel free to reach out. I’ll be happy to help!

02/14/2024

Popular among Gen Z and Millennials, ”Loud Budgeting” is making the frugal lifestyle cool. to save money. It’s about being loud and proud of being on a budget, living less expensively and saving money. Learn more at here:
https://bit.ly/49fPhZH

Regardless of age, considering this approach makes financial sense. Contact me for budget assistance or any questions about your finances.

01/11/2024

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
https://nyl.co/3Hh5nWw
If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!

12/30/2023

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure that your wishes are followed. Watch this video and reach out today so we can discuss estate planning strategies that are right for you.
https://bcove.video/3sH26fA

12/28/2023

One key to a more secure retirement.
Research shows that many people close to retirement age have significant holes in their retirement plans, which can leave them financially at-risk during retirement. The solution lies in long-term planning. Check out this helpful article for steps you can take.
https://bit.ly/41DCddz
If you have any questions about your retirement, please feel free to reach out. I’ll be happy to help!

12/26/2023

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right insurance policy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is call.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

12/20/2023

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/4aqoT09

12/20/2023

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/4asOrtw