We tweet about news, finances, & building wealth with confidence & certainty. (Tweets are informational & not specific advice. See website for disclosures.)
Joined April 2019
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Headline numbers don't always tell the full story.
In Episode 25, we break down why the labor market can feel weaker than reports suggest, & how large companies may carry more weight in the broader market.
Listen now on your favorite #podcast platform!
#thefinancialhuddle
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June is here, meaning that summer is truly right around the corner! During this season, some love to soak up the sun, & others find every reason to stay cool indoors.
Which are you this summer?
🏖️ Vote soaking up the sun
🛋️ Vote stay inside with the AC on full blast
#Poll
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More tariffs on the way? Here's the latest, and how they may impact the prices of consumer goods in the U.S.: tinybfs.com/t/3c1HSY
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Episode 25 is live!
Check out The Financial Huddle your favorite podcast platform for a quick look at the first half of 2026 & how the key indicators may impact your financial picture - and of course, we have a little fun along the way! 😄
#podcasts #thefinancialhuddle
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We’re here to keep you jumping for joy about your financial strategy! 😎
Whether you have questions about your plan, want to talk through a strategy adjustment, or just need some reassurance that you're on track, don’t hesitate to reach out. Our team is here to support you.
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Money stress is not always caused by lack of effort.
Sometimes it comes from habits, emotions, and beliefs that quietly shape the way you spend, save, invest, and react under pressure.
#MoneyMindset #financialliteracy
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Building a stronger money mindset starts with one small repeatable step: notice the pattern, choose the habit, and keep showing up.
Check out the full blog post to learn more: buff.ly/1uQEqzP
#PersonalFinanceTips
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The real question is not whether one product is good or bad.
The real question is whether it helps support your income goals, risk strategy, & overall plan.
🎧 Catch episode 24 on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite #podcast platform!
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June marks the year's midpoint — a time to reflect on your goals. Whether you're advancing one or starting anew, confidence grows after you start.
This month, what dream or goal will you pursue more boldly in the year's second half? Share it in the comments!
#QuoteoftheMonth
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Here's why Gen Z is quickly becoming "the Roth generation"... #investing #taxsavings tinybfs.com/t/4g7UeT
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Here's why AI could allow the economy to keep growing even as fewer workers benefit from it, raising new questions about GDP and how recessions are defined... tinybfs.com/t/NrJy1V
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#Annuities are not automatically "good" or "bad."
They are tools with trade-offs; guarantees, fees, liquidity, income, and risk protection all need to be reviewed in the context of your full retirement plan.
Check out the full blog post to learn more: buff.ly/8T86Juv
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Annuities get criticized, but the numbers tell a different story.
The question isn’t whether annuities are “good” or “bad.” The question is whether one fits YOUR retirement plan.
🎧 Catch episode 24 on your favorite #podcast platform!
#TheFinancialHuddle #Podcasts #Annuities
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Ep. 24 of The Financial Huddle is live!
Annuities hit record sales in 2025 and yet people still call them “bad.” Why are so many retirees buying them? We dig into guaranteed lifetime income, risk, & the real tradeoffs.
Find the full episode on your favorite #podcast platform!
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The White House estimated the average tax refund would grow by about $1,000 during the 2026 #tax filing season. How did this turn out? tinybfs.com/t/3HQOb3
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Creating a plan that works in retirement means creating a plan that works for YOU and your specific needs and lifestyle. tinybfs.com/t/IFSoVC
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College planning is not just about picking a savings account. The right strategy should account for tuition, financial aid, borrowing options, family cash flow, & long-term goals like retirement.
There are a number of different ways to cover college costs:
#CollegePlanning
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529 plans, custodial accounts, Coverdell ESAs, cash value life insurance, FAFSA, grants, scholarships, and student loans can all play a role — but the order and structure matter.
See the full blog post here: buff.ly/DqS5ZR4
#CollegePlanning #collegeaid #collegesavings
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Not all #annuities are the same.
The real question is not whether they are good or bad.
It's whether the annuity fits the purpose of your full financial plan.
🎧 Catch the full episode on The Financial Huddle on YouTube or your favorite #podcast platform!
#FinancialLiteracy
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There’s no deadline on growth or expiration date on ambition. Wherever you are in your journey, you can begin again with clarity and purpose. A fresh start needn't be monumental - often the most meaningful progress is one small, intentional step.
#QuoteoftheWeek #Inspiration
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