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Friday, December 8, 2023

As we approach the dawn of a new year, individuals need to stay informed about changes in financial regulations that may impact their retirement savings. In this blog post, we'll explore the key differences in IRS contribution limits...

Monday, December 4, 2023

It’s officially the start of 2021, which means it’s time for new resolutions and goals. Studies show that about 60 percent of people make New Year's resolutions every year; however, only about 8 percent actually achieve...

Wednesday, November 29, 2023

On August 6th President Biden extended the current pause on student loan payments, interest and collections from the end of September to January 31, 2022, making it clear this will be the last extension. It may seem like you have...

Thursday, November 2, 2023

Our team at AFGAS is proud to help sponsor and volunteer at the Missions of Mercy free mobile dental clinic at the First Baptist Church Activities Center in Wilmington from November 3 - November 4, 2023. Missions of Mercy is a...

Wednesday, November 1, 2023

As of Nov. 1, wealth management firms Cooke Capital and Allegiance Financial Group have rebranded to serve clients as one unified team. Operating under the name Allegiance Financial Group Advisory Services (AFGAS), both offices will...

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Wednesday, September 20, 2023

As we dive into the fall season, now is a great time to tidy up your finances and prioritize for the upcoming year. Most likely, your financial situation and goals have shifted somewhat, if not significantly, over the past year and...

Monday, August 14, 2023

Allegiance Financial Group and Cooke Capital are thrilled to announce the recent additions of Keisha Franzen and Brett Thompson to our AFGAS RIA team, marking an exciting expansion for our organization. Joining us in March of this year...

Monday, August 7, 2023

This new law takes effect next year. Here’s what you need to know to prepare. Parents and other family members no longer need to worry about what happens to their child’s 529 plan if they have a remaining balance upon...

Wednesday, August 2, 2023

Teamwork makes the dream work in your dental practice. In business, and especially in a tightly knit work environment like a dental office, it’s imperative to develop a loyal team that works well together. As a practice owner,...

Wednesday, July 26, 2023

As women, we often feel like we have to “do it all.” As a successful dental professional, you probably have many roles: meeting with patients, running your dental practice, managing family responsibilities and allocating...

Monday, June 19, 2023

Dentistry may be a male-dominated field, but the times are rapidly changing. More women than ever are dentists, with even more in dental school. As a financial advisor who specializes in working with dentists, I’ve watched this...

Thursday, April 13, 2023

High-wage earners, such as dentists, often face a conundrum: they need to save more to enjoy a quality of life in retirement that is comparable to the one they enjoy now; however, some retirement accounts, such as Roth IRAs, have...

Wednesday, January 25, 2023

One of the most rewarding aspects of being a financial planner is learning about what drives my clients to make the financial decisions they do. Every person has their own unique motivations, whether it's personal goals, providing for...

Friday, January 6, 2023

Managing debt can be extremely overwhelming. Don’t know where to begin? This article is for you! Get started by listing out all debt you have, including the type, balance, interest rate, and monthly payment. Don’t forget to...

Monday, January 2, 2023

On December 29, 2022, President Biden signed the SECURE 2.0 Act into law to encourage more workers to save for retirement. With over 90 retirement-related provisions, the legislation has a lot to it. With so many different topics...

Tuesday, December 6, 2022

A roadmap is a useful tool to build your own financial plan and track your progress toward your financial and life goals. It allows you to get organized by breaking down the steps needed to achieve your short- and long-term financial...

Wednesday, October 12, 2022

So often, when we think about saving money and reaching our financial goals, we tell ourselves that we have to review every line of our budget and cut back on expenses. Certainly, reducing our largest expenses when possible such as...

Tuesday, October 4, 2022

Young professionals face a variety of financial challenges, such as paying off debt, saving for the future, navigating workplace benefits, and starting a family. It can seem overwhelming to understand what you should be doing now for a...

Wednesday, September 14, 2022

Official or not, many signs point to the fact that the U.S. is currently in a recession, including two consecutive quarters of a shrinking economy, company-wide layoffs, and surging inflation increasing the cost of what seems like...

Wednesday, August 17, 2022

One of the best ways to set your children up for success is to start saving for their future now. It’s incredibly beneficial to invest at a young age because they have time on their side, meaning compounding interest has plenty...

Thursday, July 28, 2022

When it comes to our finances, we often get mixed up in the excitement of what is new and shiny thanks to everchanging technology providing us with constant information and recommendations. It can be tempting to immediately take action...

Wednesday, July 13, 2022

With summer’s arrival, you may be dreaming of retirement so that you can enjoy the R&R of the season all year long. As a practice owner, you have a unique retirement planning strategy often favored by high-earning entrepreneurs:...

Wednesday, July 6, 2022

News headlines have been spreading fear that Americans are not doing enough today to reach their retirement goals. According to the U.S. Global Investors survey, 65 percent of Americans have little or nothing saved for retirement...

Thursday, May 12, 2022

The first half of 2022 has faced a significant amount of volatility in the stock market. 40-year high inflation rates, the Russian attack on Ukraine and post-pandemic adjustments caused market downturns and uncertainty in the economy...

Monday, April 25, 2022

The weather is warming up, flowers are in bloom and tax season is over — it’s officially spring! Many are tidying up their homes for the spring season, and it is also the perfect time to spring clean your finances. Checking...

Wednesday, April 20, 2022

Budgeting can seem like an overwhelming or tedious task; however, it is an important piece of a solid financial plan. You cannot plan for your future through saving and investing without understanding your current financial situation,...

Tuesday, March 8, 2022

It’s everyone’s favorite time of the year – tax refund season! Remember, if you receive a large refund this year, you are allowing the government to hold your money for you throughout the year without paying you any...

Friday, February 11, 2022

Talking about money with your partner can be awkward, but it's necessary. Taking the next step with your partner is an exciting time, but don’t do so without talking about money first! Money is an uncomfortable topic for many...

Monday, January 3, 2022

Inflation dominated news headlines last year, as we saw the 2021 rate surge to 7%, and has carried over as a commanding topic into 2022. You surely have felt the effects, as prices have gone up for groceries, rent, used cars, and even...

Tuesday, December 7, 2021

Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate...

Wednesday, November 10, 2021

September was life insurance awareness month, but it’s not too late to protect yourself and your loved ones before the end of the year. Thinking about death is not easy or fun, but it is important. A common misconception,...

Wednesday, September 22, 2021

Most of us don’t enjoy organizing our finances and tracking expenses, but thanks to technology, with a little work upfront, you can automate several key areas of your financial life. Automation ensures no payments or investment...

Wednesday, September 15, 2021

Enrolling in your employer’s retirement plan as soon as you become eligible is crucial. One of the biggest financial regrets that individuals have is waiting too long to start investing. The earlier you start saving for...

Tuesday, August 17, 2021

Albert Einstein is famously quoted as saying: “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” But it seems dentists, like most Americans,...

Wednesday, May 26, 2021

Where is the first post-pandemic place you plan to travel to? As more individuals are vaccinated and states and countries begin to reopen, the demand for travel will continue to increase, potentially raising trip prices. We all deserve...

Tuesday, May 11, 2021

There is an abundance of new acronyms and words these days in the financial world and stock market. It can be overwhelming and challenging to keep up with these unfamiliar terms and to determine what the future of finance will look...

Wednesday, April 7, 2021

There are a lot of “rules” out there when it comes to personal finance. Financial advice is not one-size-fits-all and varies depending on your personal financial situation. Keeping that in mind, here are 10 common financial...

Wednesday, March 24, 2021

It seems like the stock market has taken over the news lately (ex. GameStop), as individuals have more access than ever through various brokerage platforms and the pandemic significantly increased the popularity of actively trading...

Tuesday, February 16, 2021

Buying your first home is an exciting time, but it also can be an overwhelming process, especially in today’s crazy housing market. It is crucial to proactively plan for this big purchase, and it is helpful to understand the...

Monday, February 1, 2021

It is no secret that most Americans today are not saving enough for retirement. 55 million workers do not have access to a retirement plan offered through their workplace, which business owners denote to cost and administrative...