The Advisor Group

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

When we read stories that make us smile, we like to share them with our network! 😊

Imagine walking your dog and stumbling upon a piece of history. That's exactly what happened to 12-year-old Rowan Brannan and his mother, Amanda, in Sussex, England. What Amanda initially dismissed as just some old strapping turned out to be a golden treasure from the first century AD!

Rowan's adventurous spirit and curiosity led him to discover something truly extraordinary — a 2,000-year-old gold band, proving that sometimes, the most remarkable treasures are just beneath our feet.

Read the full story using this link: https://www.goodnewsnetwork.org/boy-finds-rare-gold-roman-bracelet-in-a-field-where-it-was-lying-for-2000-years/

On August 21st, we celebrate the innovative spirits and resilient minds of entrepreneurs everywhere. In our line of work, we're lucky to serve a number of these creative and driven individuals.

Entrepreneurs not only build their dreams but also create value and opportunities within our communities. Today and every day, we’re proud to support entrepreneurs with insights and strategies that strengthen their business endeavors.

Is there an entrepreneur in your network that you want to celebrate? Tag them in the comments!

Today marks an important day to reflect on our financial health and education. With that in mind, we’re sharing three eye-opening stats about the state of finances in America:

Emergency Savings: Only 48% of Americans have enough emergency savings to cover at least three months' worth of expenses, as of May 2023. Alarmingly, 22% have no emergency savings at all. This underscores the crucial need for improved financial planning.

Debt vs. Savings: A concerning trend shows that 36% of U.S. adults have more credit card debt than emergency savings in 2024 — the highest percentage since 2011. Managing debt is a continuing challenge for many.

Financial Anxiety: A staggering 77% of Americans report feeling anxious about their financial situation, according to a recent Mind over Money survey by Capital One and The Decision Lab. Financial concerns range widely from savings and retirement plans to affording housing or education.

Do you relate to any of these financial realities? Our team is always happy to discuss your current financial situation and your plans for your future financial success. Reach out anytime.