
I tweet about finance & my kids. That's it.💡| Wealth Advisor @HZcapital 📈| '20, '21 Investopedia Top 100 Advisor | The Everyday Advisor 💻
Findlay, Ohio
Joined October 2019
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Did you know? Household spending typically declines by about 23% after age 65, which amounts to more than $17,000 in annual savings.💡 #FinancialFactFriday
I was always a decent student. I listened to my teachers and got good grades. Yet nearly every report card shared a common theme: “Jessica can sometimes rush through her work.”
In many ways, they were teaching me a lesson: Haste makes waste.
Read more... theeverydayadvisor.com/haste…
A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.✈️ #FinancialFactFriday
🏠 Homebuyers are stepping back as mortgage rates climb higher, fast. #FinancialFactFriday
#Mortgages #InterestRates #HousingMarket #Homebuyers
Did you catch the news? The Fed hiked rates by 0.25% on Wednesday, and it marks the first increase since 2023! They also indicated that more hikes could be on the way, according to their latest forecasts. 🤔 #FinancialFactFriday
In my latest blog, I share some of the most common retirement planning mistakes I see and why our team created The Ultimate Guide to Retiring from Marathon Petroleum to help bring more clarity to the process.
Read the full blog here: theeverydayadvisor.com/retir…
Social Security is an important piece of the retirement puzzle, but for the average retiree, the monthly benefit is about $2,012 in 2026.💡#FinancialFactFriday
U.S. credit card debt is approaching a record high.🤯Credit card balances reached $1.26 trillion in the second quarter, rising by $21 billion, according to new data from the Federal Reserve Bank of NY. That puts credit card debt just below the all-time high. #FinancialFactFriday
According to Fidelity, Gen Z IRA contributions increased 65% year over year in Q1 2026. It looks like our younger investors are getting a head start on building wealth, and I love to see it! 😊#FinancialFactFriday
Back-to-school season is bringing higher costs for many families! A new analysis found that school lunches are more expensive, with the cost of a typical packed lunch up 11% from last year. #FinancialFactFriday 🤯
Heading to college? Our intern Megan Stall shares her top lessons from freshman year at BGSU. A must-read for students and parents alike!
➡️Check out her advice here: theeverydayadvisor.com/advic…
Digital banking and electronic payments are making physical cash a relic, with only 8% of the world's currency still in circulation!👀 #FinancialFactFriday
In 2025, the average 529 account balance grew by $260.25 per month, showing the power of compounding. What are our thoughts? #FinancialFactFriday 💡
SpaceX has officially joined the Nasdaq-100, a major stock market index that tracks many of the largest nonfinancial companies listed on Nasdaq. #FinancialFactFriday 💡
#Nasdaq100 #IndexFunds #Investing #RetirementAccounts
How much money would it take for you to finally feel financially secure? Most people don't actually have a # in mind. They just assume they'll feel secure someday.💡
But here's the reality... it isn't just the amount in your account.
Read my latest blog: theeverydayadvisor.com/secur…
Treasury yields moved slightly higher after new employment data offered another look at the labor market. The 10-year Treasury yield rose to around 4.40%, while the 2-year yield moved to about 4.125%. #FinancialFactFriday 💡
June’s jobs report is in: The U.S. economy added 57,000 jobs... roughly half of what was forecasted. Unemployment dipped to 4.2%, while average hourly earnings rose 0.3%, matching expectations. 💡#FinancialFactFriday
Have a wonderful holiday weekend!🥳
Wow! 🤯 According to a 2025 Savings.com survey, half of all parents with adult children now provide regular financial assistance, spending an average of $1,474 a month. #FinancialFactFriday
Many people spend decades faithfully giving to their church or favorite charity.✍️
Then all of a sudden, retirement arrives and raises the unexpected question: What income should I tithe on now? Let's talk about it...
theeverydayadvisor.com/tithi…
Inflation moved higher in May, with energy costs playing a major role in the increase. Consumer prices rose 4.2% from a year earlier, up from 3.8% in April. On a monthly basis, prices increased 0.5%. #FinancialFactFriday









