Kristi Jimenez

08/23/2024

Personal financial planning impacts your business. What’s your plan and how can we help?

11/11/2023

Thank you to the heroes who have served our country with courage and dedication. We are forever grateful.

10/31/2023

Have a spooktacular Halloween full of sweets and treats! How are you celebrating the day?

10/12/2023

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y

10/11/2023

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

02/08/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

02/07/2023

Should you roll over your 401(k) now or wait? Together, we can assess your options and determine the best plan of action for you and your goals.

Changing jobs isn't the only time to roll over your 401(k). Learn about 401(k) rollover rules while still employed and other tips to manage your savings.

02/05/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

02/03/2023

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.