Focusing on your finances so you can focus on your life.
Omaha, Nebraska
Joined November 2012
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Congratulations to Dylan Sales on graduating from the University of Nebraska Omaha today! He is graduating with a degree in Investment Sciences and Portfolio Management, Banking and Financial Markets, and Business Finance. Please join us in congratulating him!🎉🎓
529 College Savings plans can offer many benefits. Did you know they can even be used for culinary school? #529
Happy Cinco De Mayo! Click the link below for some facts you probably didn’t know about this holiday.
history.com/topics/holidays/…
May is #melanoma and skin cancer awareness month. Skin cancer is the most common cancer in the United States. Your skin is your largest organ: stay protected and aware! #MelanomaMonday
Looking for some tips to help manage your money? The four A’s approach can help you create a solid management system to do so. #NationalFinancialLiteracyMonth
vintagefinancialgroup.com/Wh…
Today, April 18th is Tax Day! Make sure to submit your taxes or file an extension if you haven’t already.
Did you know April is National Volunteer Month? This morning, our team volunteered at COPE (Christian Outreach Program -Elkhorn), where we helped with their food pantry & clothing closet. We encourage you to help make a difference in your community by getting involved this month!
You still have time to sign up for this Saturday's workshop. Visit the link below to learn more information and register. As always, there is no cost to attend these educational divorce workshops.
eventbrite.com/e/second-satu…
One week until your tax filing deadline! To get the credit for 2022 taxes, we ask that any IRA contribution checks are dropped off at our office by Friday, April 14.
How can you use awareness, observation and experimentation to clear your own way to get more done? #MondayMotivation
ted.com/talks/dan_shipper_th…
Happy Birthday to Office Associate, Eli Helfrich! You've likely seen his friendly face if you've been in our office lately. We wish him a wonderful day of celebration!🥳
The Easter Bunny stopped by our office early this morning to deliver treats to all of our employees!
What’s your favorite Easter candy treat?
#easterbasket #eastertreats
Flashback Friday to 2011, when Pat's oldest son Hank met the Easter Bunny! Safe to say he was not the biggest fan🐰😂 Drop one of your best Easter Bunny photos in the comments!
Happy National Nebraska Day! This holiday was created to celebrate Nebraska’s history, culture and people. It also commemorates the day Nebraska became part of the U.S. as the 37th State. We are so lucky to call Nebraska home!🌽
If you or someone you know is considering divorce, please join us for the next Second Saturday workshop on April 15. These workshops are a safe space providing legal, financial and emotional support. As always, there is no cost to attend.
#divorce #cdfa
eventbrite.com/e/second-satu…
