Lift FinancialJun 29, 2021Money Advice Clients Don't ExpectOur industry revolves around helping clients plan for retirement. Most people have debt – generally including at least a home mortgage,...
Lift FinancialJun 3, 2021How 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’...
Lift FinancialMar 3, 2021Can 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...
Lift FinancialJan 25, 2021How the Pandemic May Increase Your Tax LiabilityAs 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...
Lift FinancialJan 11, 2021Student Loan Forbearance, Deferment and Credit ReportsMany times, people who have student loans find themselves in difficult financial circumstances. 2020 increased those issues for millions...
Lift FinancialDec 29, 2020Lock in three years of growth with American EquityHere at Lift Financial, we shop around for the best products available for our clients. That’s one of the many benefits of being a...
Lift FinancialDec 8, 2020"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...
Lift FinancialNov 9, 2020The Holiday Season and Credit CardsAs 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...
Lift FinancialOct 26, 2020"Top 3" Ways to Avoid Debt TrapsWe live in a debt-driven society. Money is easy to borrow and easy to spend. We have credit card and retail card applications and...
Lift FinancialOct 13, 2020"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...
Lift FinancialJul 20, 20207 Super Simple Ways to Save MoneySaving 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...