Blog | Lift Financial

Money Advice Clients Don't Expect

Our industry revolves around helping clients plan for retirement. Most people have debt – generally including at least a home mortgage,...

How can I help my children get out on their own?

Failure to Launch is a comedic movie released in 2006 that poked fun at a 30-something year old who was still living in his parents’...

Can you Afford a Mortgage?

Can you afford a mortgage? One simple way of knowing whether or not you can afford to buy a home is to make sure your budget can sustain...

How the Pandemic May Increase Your Tax Liability

As the 2020 pandemic changed the landscape of business early in the year, a few new changes to tax laws emerged with the intent to bring...

Student Loan Forbearance, Deferment and Credit Reports

Many times, people who have student loans find themselves in difficult financial circumstances. 2020 increased those issues for millions...

Lock in three years of growth with American Equity

Here at Lift Financial, we shop around for the best products available for our clients. That’s one of the many benefits of being a...

"What should I do with my personal retirement savings dollars?"

“What should I do with my personal retirement savings dollars?” This question is likely one of the most important financial decisions you...

The Holiday Season and Credit Cards

As we approach this Holiday season, I want to caution you to make sure you are not charging OVER your credit card limit. This can be very...

"Top 3" Ways to Avoid Debt Traps

We live in a debt-driven society. Money is easy to borrow and easy to spend. We have credit card and retail card applications and...

"Has COVID-19 Accelerated Your Retirement?"

Our world has certainly looked a lot different due to the unprecedented pandemic. COVID-19 has affected virtually everyone to some...

7 Super Simple Ways to Save Money

Saving money is something we all know we should do. Grandma and Mom probably taught you to save for a rainy day, but how many of us...