Sean Mallory - Financial Advisor

02/13/2024

Wishing you a fun and festive Mardi Gras.

12/26/2023

As we approach the end of the year, it's the perfect time to level up your financial game! Kickstart the new year confidently by doing some end-of-year financial planning. Why is this important? Here are 5 reasons why you don’t want to miss this opportunity:
- Take control of your money: By planning ahead, you'll have a clear vision of your financial goals and make informed decisions to achieve them.
- Save for the future: Whether it's building an emergency fund, contributing to your retirement, or saving up for that dream vacation, now is the time to get on top of your savings game.
- Maximize your tax benefits: By reviewing your financial situation, you can identify tax-saving opportunities and potentially put more money back in your pocket.
- Crush your debt: Creating a plan to pay off any outstanding debts can free you from the burden and help you start the new year feeling more confident.
- Achieve financial freedom: By setting realistic and achievable financial goals, you can pave the way to financial independence and enjoy a stress-free future.
Remember, the earlier you start, the better! Take advantage of this time to review your budget, track your spending, and set financial goals for the upcoming year. Follow me for more financial planning tips.

12/21/2023

December 31 is the last day to take required minimum contributions (RMD) from certain retirement savings accounts. Feel free to contact me if you have questions.

12/01/2023

Starting a new lifestyle can be difficult. Learn how unhealthy habits and new ways to approach small lifestyle changes can lead to positive transformations.

Credit: Pixabay/CC0 Public DomainWhile many modern-day ailments can be linked to unhealthy lifestyle choices, changing those choices can be a

09/26/2023

Planning holiday travel? Learn the secrets to saving money when you book year-end travel.

Decrease the stress from this year's holiday travel Getty Images Inflation is real and so are the looming holidays. If your winter plans are still

09/12/2023

Investing in life insurance is a small step towards providing a legacy of love for generations to come. It’s never too late to start! Reach out now to learn more.

08/28/2023

Whether you’re just starting your career as an educator or starting to think about retirement, a 403(b) retirement plan is a powerful, flexible investment tool that can help supplement your pension. Here's how I can help.

An Equitable 403(b) plan can supplement your teacher's pension to provide the retirement income you need to enjoy the retirement you’ve always imagined. Learn how.

08/24/2023

If thinking about your future during an overwhelming school year schedule seems daunting, you are not alone. Luckily, a 403(b) retirement plan can help. As the new school year approaches, let's spend some time evaluating your plan.

Retirement planning – with a teachers’ pension, 503(b) and Social Security – can be complex, but the right financial planner can help simplify decisions.

08/07/2023

Teaching your children good financial habits is one way to set them up for future success. It can be a step towards building generational wealth. Read this article for 5 tips on how to get started. https://eqtble.co/3irLFOY

06/27/2023

Planning your retirement means balancing your needs with your dreams. Learn how recent legislative changes and smart strategies can help you feel secure and ready for everything you look forward to in your retirement. Let’s connect to review your

As you prepare for retirement there are standard expenses to include as you create a master spending plan—things like housing, health care, food, medications, and hobby and leisure spending. There are also larger purchases you may encounter. Some of these larger purchases will be related to necess...

06/22/2023

Do you focus on negative activities that leave you feeling depleted and lethargic? If you’re looking to boost your energy levels, here are seven tips to get energized and help you lead a healthier, more productive life.

Do you wake up feeling sluggish most mornings? Have caffeinated beverages become a necessity to help power you through the day? If this sounds

06/21/2023

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.