Seagraves Financial Group

10/19/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

10/15/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

10/12/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

10/08/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

10/05/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

10/01/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

09/28/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

09/24/2026

Celebrating Kiara’s CFP® Achievement

09/24/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.