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Designing Financial Strategies Utilizing Mortgages, Insurance, & Investments

11/13/2018

Remember to have your free financial check up annually. Reach out and get yours scheduled. I said FREE YES FREE!

Aretha Franklin left no will, here's why you should 08/28/2018

Don't leave your wishes and legacy to chance! Take care of it in your pjs...just take care of it! https://goo.gl/q7xo2Y

Aretha Franklin left no will, here's why you should Experts say, for legal adults, it's never too early to create a will or trust.

05/28/2018

To all our heroes, THANK YOU!!!

Starting in January, people in SC can save gas receipts to get a tax credit 12/06/2017

Interesting tip!

Starting in January, people in SC can save gas receipts to get a tax credit Starting in January 2018, you can save your receipts to claim new motor fuel income tax credit. The South Carolina Department of Revenue released guidance to help taxpayers prepare. The tax credit is meant to offset the increased motor fuel user fee establ

12 Actually-Attainable Financial New Year's Resolutions To Tackle In 2017 01/10/2017

Forbes' 12 achievable financial resolutions for 2017!
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12 Actually-Attainable Financial New Year's Resolutions To Tackle In 2017 Resolutions you'll be motivated to keep.

12/30/2016

Do you have questions or concerns about your family's finances? http://ow.ly/76jR307akLc

Check out this link

14 Christmas Promotion Ideas for Banks and Credit Unions 12/19/2016

If you run a financial institution be sure to http://ow.ly/8GPa3078anq check this out for some holiday promotional insight.

14 Christmas Promotion Ideas for Banks and Credit Unions Looking for festive holiday promotions? Here's 14 of the best ideas The Financial Brand has seen over the years.

12/16/2016

The holidays can be a stressful time, especially on your wallet. Here are some great tips to minimize holiday financial stress! http://ow.ly/coBa307ajNH

Kimberly Otey | LinkedIn 12/14/2016

Check out our LinkedIn page! http://ow.ly/3LIV30788oY

Kimberly Otey | LinkedIn View Kimberly Otey’s professional profile on LinkedIn. LinkedIn is the world's largest business network, helping professionals like Kimberly Otey...

The Right Way to Save Money According to Your Risk Tolerance 12/13/2016

Did you know that there's a right way to save your money?

The Right Way to Save Money According to Your Risk Tolerance

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