Strategic Insights Financial Planning Group

Black Friday and Cyber Monday are great times to find amazing deals, but they’re also a prime time for scammers. While you’re hunting for bargains, stay alert to avoid getting caught in a scam. Here are some common tricks to watch out for so you shop safely.

Game of the Week On Thanksgiving Day, make sure to catch all three NFL games! Bears @ Lions, Giants @ Cowboys, and Dolphins @ Packers. We wish everyone a great Thanksgiving and a fun day of sports! #Thanksgiving #GameoftheWeek #StrategicInsights

Your credit and Social Security number are two of the most important pieces of personal information that you have when it comes to safeguarding your finances and even your identity. Having compromised credit significantly limits your options for everything from buying a car or home to being approved for a loan, and even getting certain jobs. Your Social Security number is used to file taxes and receive income from your job, and your credit history is examined by financial institutions to determine your creditworthiness.

Game of the Week Check out the Strategic Insights game of the week between the Texans and the Cowboys! #Gameoftheweek #StrategicInsights

Financial Fact Friday Did you know? $949 Million - The estimated amount Americans spend on Thanksgiving turkeys each year. #FinancialFactFriday #StrategicInsights #Thanksgiving

Join Us for a Fun Family Event! Bring your kids and grandkids for an interactive book reading on finances with local authors Rich & Easton Gomez. Enjoy food, beverages, and a free activity book per family! ?? Date: November 21, 2024 ?? Time: 6:00pm - 8:00pm ?? Location: McAllen Chamber of Commerce, 1200 Ash Ave., McAllen, TX RSVP by November 18 ?? Email: [email protected] ?? Call: (956) 709-2029 We hope to see you there!

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this year’s clock runs out.

Check out the latest episode of the Our 2 Cents On Your Dollar podcast! In this episode, we dive into the transformative world of Name, Image, and Likeness (NIL) offers in college athletics. View it here: https://lnkd.in/g6fVSTqJ... #finance #FinancialPlanning #Our2Cents #StrategicInsights #utrgvathletics #utrgvfootball #travisbush #ncaafootball

Game of the Week Check out the Strategic Insights game of the week between the Packers and the Bears! #Gameoftheweek #StrategicInsights

A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement. Knowing this amount and devising a plan to work toward this balance goal is vital. In this article, we cover the Rule of 25, benchmarking 401(k) balances by age, what can impact a 401(k)'s balance, and monitoring your 401(k).