Are You Following the Financial Herd?
Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest. When
July 17, 2024
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5 Things You Didn’t Know About 529 Plans
When it comes to saving for your child’s education, 529 plans are a popular choice due to their tax advantages and flexibility. However, there are
July 17, 2024
Why Do We Worry About Money?
It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it
June 10, 2024
Investing 101: Compound Interest
Compound interest might sound complex, but it’s actually based on a very simple principle: earning interest on your interest. Here’s a clear and simplified way
June 10, 2024
5 Ways to Incorporate Unexpected Cash in Your Financial Plan
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save
May 3, 2024
The Value of Financial Advice
There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has
April 1, 2024
Do You Need a Family Financial Summit?
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not
April 1, 2024
How a Financial Advisor Can Help Lower Your Tax Bill
Careful tax planning throughout the year can put more money in your pocket Tax planning is a vital part of any wealth management strategy, but
March 1, 2024
5 Easy Ways to Protect Seniors from Financial Abuse
Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to
February 1, 2024
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*Representatives offer products and services using the following business names: Southeast Financial Services, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Southeast Financial Services, Inc. or any other entity mentioned herein.
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