Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
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Rick Sandberg
A 44-year resident of Washington, Rick was born in New York and currently resides in Tacoma with his wife Danielle and three sons Dylan, Gavin, Jax, and stepdaughter Jaidin. As
Jun, 07 2022
Mark Stimpson
Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based
Jun, 07 2022
Evan Sussman
Evan Sussman is honored to serve as Senior Vice President for IFW. Evan has been a successful financial professional for over 17 years. On December 24th 2019, Evan was diagnosed
Jun, 07 2022
Are bad habits creating a financially irresponsible generation? | Opinion
April is National Financial Literacy Month. It’s a good time to ask ourselves whether we are creating a new generation of financially irresponsible young people and how we can be
Apr, 14 2022
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Financial literacy will help Florida’s kids develop healthy habits with money | Opinion
With studies showing personal spending skyrocketing while personal savings drop, particularly in metro areas such as Miami — notorious for flashing Ferraris and cash — it’s important to consider the
Apr, 12 2022
3 Criticle Things We Need To Discuss With You About Social Security
This week’s wisdom is focused on Social Security. We are going to discuss three critical things about Social Security. First, when should you actually take it? Second, What are the rules
Feb, 22 2022
Your 401(k) & IRA Are Likely At An All-Time High!
According to Fidelity both 2021 401k’s and IRA balances are at all-time highs! This is greatnews, despite the pandemic, economic challenges, and recent market turbulence, your 401(k) isright now likely
Feb, 21 2022
What is a life settlement?
A life settlement is the sale of an existing insurance policy on the secondary market for a one-time cash payment. This could potentially be a good decision because the payment
Dec, 20 2021