Flagship Financial Advisors

Spring Clean Your Finances! ?? Spring isn’t just for organizing closets—it’s the perfect time to refresh your finances, too! Here are three ways to give your financial plan a seasonal update: 1?? Review your goals: Are you still on track for retirement, college savings, or that dream home? 2?? Consolidate accounts: Bring old retirement accounts and scattered investments into one streamlined strategy. 3?? Optimize your taxes: Maximize deductions and adjust withholdings for a smoother tax season next year. Financial clarity can feel just as good as a clean house—maybe even better! Want help putting your plan in tip-top shape? Contact us to Get Started Today!

When it comes to estate planning, one question pops up time and time again: Do I need a Trust? The short answer is no—not everyone needs a Trust. But that doesn’t mean they’re not incredibly useful for some people. Trusts can solve a...

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

?? Happy Pi Day! ???? March 14th (3/14) isn’t just about delicious pie—it’s also a great reminder of the power of compounding interest! Just like Pi (3.14159…) is an infinite number, your investments could grow infinitely when you harness the magic of long-term investing and compounding returns. ?? Think of your retirement savings like a pie—start with the right ingredients (consistent contributions, smart asset allocation, and tax efficiency), and over time, it can grow into something truly satisfying! Want to make sure your financial pie is baking at the right temperature? Let’s chat! ?????? #PiDay #FinancialGrowth #CompoundingInterest #SmartInvesting #FlagshipFinancialAdvisors

Not all financial advice stands the test of time. Some rules that once made sense are no longer practical in 2025. The financial landscape has evolved and blindly following outdated advice could be costing you opportunities to build...

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

? Don't forget to Spring Forward! ? Daylight Saving Time begins this Sunday! ?? That means we lose an hour of sleep but gain an extra hour of daylight. Set your clocks forward one hour before bed on Saturday night and get ready for longer, sunnier days ahead! How do you feel about the time change—love it or leave it? ??

Women’s History Month: The Rise of Women in Finance ???? Did you know that 49% of women now consider themselves the CFO of their households? That’s a huge jump from just a few years ago! ?? And when you consider that, until 1974, many married women needed their husband’s permission to open a bank account or apply for a credit card, this progress is even more remarkable. By 2030, women are expected to oversee $34 trillion in U.S. investable assets—shaping the financial future like never before. Women are also proving to be patient, strategic investors, with studies showing their portfolios often outperform men’s. ??? This Women’s History Month, we celebrate the growing influence of women in finance—whether leading their family’s financial decisions, building wealth, or planning for the future. No matter where you are in your financial journey, having a strong plan makes all the difference. Let’s keep the momentum going! ?? Who has been an inspiration to you in financial leadership? Share in the comments! ?? #WomensHistoryMonth #FinancialEmpowerment #WomenAndWealth

Financial independence is a cornerstone of empowerment, providing freedom, security, and the ability to make life choices without undue financial stress. Yet, for many women, achieving financial independence involves overcoming unique...

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...