by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
by Joe Lind | Jan 23, 2025 | Uncategorized
Remember the story of Joe Lind’s deck? We want to go a little deeper into that… Good customer service is the cornerstone of a smooth and positive experience, whether you’re building a deck or managing a financial portfolio. In Joe Lind’s case, his deck project...
by Joe Lind | Jan 21, 2025 | Uncategorized
The Story of Joe’s Deck: Joe Lind wanted to get his back deck replaced in the fall. Solid planning, a vision of what he wanted, and the discipline to save all came together…right up until the material actually started arriving! What happened? First, someone...
by Joe Lind | Jan 16, 2025 | Financial Preparedness, Uncategorized
It is a little late for Christmas gifts but you can ALWAYS give the gift of knowledge. When someone like you shares their knowledge with others, it can have a strong and positive effect. Examples of trusted resources include but are not limited to:...
by Joe Lind | Jan 14, 2025 | Investing, Uncategorized
The new college football playoffs are stirring up conversations—some people love the excitement, while others aren’t sold. But one thing’s for sure: it’s a work in progress. That first-round bye might sound ideal, but sometimes a challenging first game builds the grit...
