Jimmy Lewis at Consolidated Planning, Inc

06/12/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

06/10/2026

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

06/08/2026

Feeling like your spending is out of control? Take a short break from non-essential expenses to reset your habits. Cutting back temporarily can reveal where you overspend and free up cash for savings or retirement. You might be surprised how quickly.

Temporarily cutting back on spending can help assess where you’re overspending.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Jimmy is a Financial Advisor with Consolidated Planning, Inc. He helps optimize family finances to achieve financial balance. This is accomplished by following a philosophy that eliminates guesswork, challenges financial myths, and minimizes risk as the only option for reward. 

06/05/2026

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips may make your days a little brighter.

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

06/03/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

06/01/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.

05/29/2026

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it important to plan for. Transitioning a business after the passing of an associate can be difficult, but I can help guide you.

Three options to consider in preparation for transitioning a business after the passing of an associate. 

05/27/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

05/25/2026

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.