Patton Financial Group

https://www.newyorklife.com/articles/planning-for-global-economic-change?cmpid=osm_bd_na_fb_na_na_na_na_na_na_gen_0_0_032526&fbclid=IwY2xjawQ3TxJleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA80MDk5NjI2MjMwODU2MDkAAR6Op98-FABNxd2vMTLrDwTgD9WNgSg2OjzJWovZ7tKTVUntezcusJwiLx_KRg_aem_ZcbZHuGjKG6VCdaHpo4F6A

Tech, Trade and Taxes: Planning for Change | New York Life The global economy is shifting fast. Learn how business owners can prepare for changes in technology, trade and taxes with strategic planning support.

Even if it’s raining ☔️

Even if it’s cold 🧥

Even if just around the block. 👟

Unplug. Go outside. Breathe.

Your heart, mind, and nervous system will thank you. ❤️‍🩹

❤️

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/4qRZvrF

If you could not attend the 2025 Advisor Symposium, I invite you to watch the program replay – the discussions around trust planning for business owners, bridging business and estate planning, and retirement asset strategies are packed with practical insights we can use right away. Hats off to Jeff Chadwick, Patricia Annino, Christopher Hoyt, and Allen Hensley for making complex topics both engaging and relevant. It’s a great resource for any advisor who wants to stay sharp in today’s changing planning environment. Watch the full program here - https://bit.ly/49khlxx

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

8 strategies for getting a mortgage rate under 6%

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

UPDATE: the position has been filled. I had so many good candidates this time around. It was a really hard decision to pick a person to hire. One of the hardest ever. So hard that I actually hired two people Thank you to everyone that applied. I appreciate your interest in working at Cocoa Blue!

Cocoa Blue is now hiring for an after school postion. Tuesday, Wednesday and Friday from 3:15pm to 6pm. Must be available through the remainder of the school year (this is not seasonal). This position will also transition into Summer employment. Duties include checking out customers, packaging, and washing dishes. Must be able to work quickly and pay attention to details. Stop by Cocoa Blue to pick-up an application.

Have you stopped in yet to try our new cocktails?!

We are loving this new menu! What’s your favorite??

LRS Web Solutions built a brand-new website for Dan Deweese Painting and Wood Finishing to help them look more professional online and reach more customers.

Check out their site to see the incredible work!

https://www.dandeweesepainting.com/

See you soon 😋

Participating locations:
Chatham, Williamsville, Jacksonville, 3132 W Iles & 1601 W Wabash, Springfield

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