Fig Tree Wealth

04/14/2020

These uncertain times have created many challenges but we have been helping folks find potential opportunities. I'd love to chat with you to discover ways I may be able to help you with your finances. Please click on my calendar link below to schedule a 15 minute 1-on-1 video chat with me.

Lets chat for 15 mins about your finances and ideas that may potentially benefit you during this time. Once you pick a time, I will send you a link for the video chat. [You won't need to download or sign up for anything]

04/08/2020

This is for educational purposes only. Please reach out if you would like us to evaluate your portfolios for risk or biblical values.

Try not to let a volatile market derail your savings program.

03/24/2020

Although it may be hard to look at the bright side in these current times, a significant pull-back in the stock market can create potential opportunities. We all know the saying, "Buy Low & Sell High", and buying opportunities present themselves when the market drops as it has recently. Here is another idea that is less known. If your Traditional IRA or 401k balance has dropped significantly, and if you anticipate being in a lower tax bracket this year due to a recent economic impact or for any another reason, it may be a good time to consider converting those accounts into a Roth IRA/Roth 401k for potential future tax savings and liquidity.

We would be glad to help review your situation to see if any of these strategies make sense for you. It is important to consult with a financial advisor as well as a tax professional to make sure it will benefit you and that it is done right.

03/12/2020

I've been keeping in regular contact with my clients that are nervous about the market. Please don't hesitate to reach out if you are concerned about your investments and want an advisor to talk to.

01/07/2020

Wanted to share some fantastic news from a Christian non-profit organization dedicated to rescuing children from trafficking.

Destiny Rescue 2019 Highlights:

-Rescued 1,378 victims, 41% of them being minors, ranging in age from 17 years old down to 18 months old
-53 successful raids, shutting down hotels, massage parlors and brothels that are trafficking children
-Over 315 border crossing rescues
-109 arrests

11/18/2019

Don't let another year go by without putting a financial plan together! Message us today for more information.

11/11/2019

Thank you!

10/22/2019

Anyone going to Reclaim The Night concert next week hosted by Star 99.1? If so, be sure to stop by our booth and say hello!

Star 99.1 is New York & New Jersey's Contemporary Christian Music Station

09/11/2019

Financial planning helps create a blueprint for your financial future. Retirement income planning helps mitigate the risks that retirees face to possibly prevent that building from slowly eroding. Biblical principles are a strong foundation.