Learn Your Wealth

Want to make a difference? Start by developing a clear mindset and deliberate action plan.

The Sophie House

Tip Tuesday!

What’s the first article on your Google homepage?

Halfway through September already! What is your #1 goal for the end of 2019?

Back to school- 7th and 10th grade! Wow (My senior was apparently not interested in taking a group photo.) 😁

What a great week all around! Happy clients, new clients (presumably happy!), a new business partner, a day with my family, started a new book, and get to spend time with myself, (for at least an hour), this weekend! I call this a win!


Second Saturday Divorce Workshop, Glen Allen, VA

Thinking about divorce? This program offers amazing resources from Financial, Legal, and Mental Health professionals.

richmonddivorceworkshop.com Attend Second Saturday divorce workshop in City, State to get legal, financial and counseling information at a time when you need it most.

If you invested $100/month for 18 years and taught them the value of savings/investing, they would have over $67,000 at 18. WOW!

The 10 Year Treasury fell to 1.735% this week, the lowest rate in almost 3 years! So if you’re in the market to refinance this could be a great time!

Don’t forget to take advantage of the savings this weekend!

July has been amazing! Thank you to all of my partners, clients, and friends!
I’m here if you need anything.

Thank you so much Kevin Smyth, Kevin Beasley, Karen Gowin, Danis Goins, Chris Hignett for your support! This was waiting for me this morning at 8am to congratulate me for completing the CFP program. ❤️😁

Definitely proud of this one!

Let’s help Imprint make back to school great for these kids!

Hi everyone! We will be collecting school supplies for local children in need until August 23rd. Donation boxes are located at Cobb Technologies in Glen Allen, and the #HabitatforHumanityRVA #Restores in Northside and Chesterfield until August 23rd.
We will also be at #TheHouseThatBeerBuilt this Saturday collecting supplies!

[07/16/19]   Of Americans with savings accounts, the median balance is $5,200.

[07/14/19]   Ready for Monday! Take a few moments tomorrow morning to appreciate a few people!

It’s been a great start to the summer!


Second Saturday Divorce Workshop, Glen Allen, VA


richmonddivorceworkshop.com Attend Second Saturday divorce workshop in City, State to get legal, financial and counseling information at a time when you need it most.

[07/10/19]   Rule of 72: Divide 72 by the interest rate you’re making to determine how many years it will take to DOUBLE your $!

Hard to comply with, but so true

[07/02/19]   Halfway through 2019! Now’s a great time to check in with your accountant to make sure there are no surprises lurking at the beginning of 2020!

[07/01/19]   Roughly 80% of millionaires are first generation wealthy.


Second Saturday Divorce Workshop, Glen Allen, VA

Are you going through a divorce? This workshop features advice from legal, mental health, and financial professionals.


richmonddivorceworkshop.com Attend Second Saturday divorce workshop in City, State to get legal, financial and counseling information at a time when you need it most.

[06/22/19]   How can I support you this week?


Divorce Asset Division: Keep It, Divide It, or Sell It? - Second Saturday Divorce Workshops

secondsaturday.com When you sit down across the negotiating table with your spouse, the two of you need to figure out a fair and equitable way to divide your assets. Easier said than done! You’ll both have to process a lot of difficult emotions, and you’ll probably have a lot of questions too. Like, how do you …...


NFL player who saves nearly 90% of his income teaches a money class at Penn called 'Life 101'


cnbc.com Brandon Copeland of the New York Jets took an off-season job on Wall Street in 2017, has a real estate company and is now teaching a financial literacy seminar at the University of Pennsylvania.


Why More 'Emotional Intelligence' Means More Money for Entrepreneurs

What is emotional intelligence? Why does it matter for entrepreneurs? A quick guide to it: https://www.entrepreneur.com/article/327167

entrepreneur.com One study found that workers surveyed were 400 percent less likely to leave a job if they had a manager with high 'EQ.'


Here's the trickiest IRA tax trap retirees need to avoid

CBS Moneywatch points out a tricky IRA tax trap retirees need to avoid: http://tinyurl.com/y7xhfqkc

The rules for annual required minimum distributions can hit you with investment losses if you aren't careful


How to Raise Financially Independent Daughters

U.S. News has an article with tips on teaching your daughter (or granddaughter) about the value of money: https://tinyurl.com/y8mqcygc

money.usnews.com Financially confident daughters become financially independent women.


Want to Retire Early? Handle These 3 Hurdles First -- The Motley Fool

Do you want to retire early? If you do, read this Motley Fool piece which notes 3 key issues to keep in mind. https://tinyurl.com/yconmjuv

fool.com It's critical to address these issues before you leave work for good.


What Is a SEP IRA -- The Motley Fool

A SEP IRA may be the simplest retirement plan you can create for your business. The Motley Fool explains why: https://tinyurl.com/y5awvryn

fool.com SEP IRAs are about as simple as employer-sponsored retirement plans get.


2 Ways The 199A Deduction Has Changed Retirement Planning

Forbes notes how the 199A federal tax deduction is changing retirement saving for small business owners: https://tinyurl.com/y3ofjr8y

forbes.com Pass-through business owners need to be aware of the implications of 199A and how it impacts retirement savings strategies. Retirement planning can be complex and with Tax Cuts and Jobs Act, there are new considerations to balance.


More than half of women worry about their financial future, Prudential survey shows - Bizwomen

A new survey reveals that a majority of U.S. women are breadwinners. Read more @ the Business Journals: https://tinyurl.com/y7bty494

bizjournals.com More than half of American women are the primary breadwinners in their households, and they carry more of the non-financial responsibilities as well, a new @Prudential survey shows.


A Succession Plan Where Everybody Wins

A Forbes article notes some keys for effective succession planning: https://tinyurl.com/y7th6z7d

forbes.com A successful succession plan requires discipline. The business area and people responsible must be clearly defined. Responsibility may reside with human resources, the business unit, or another business area. Clarity on who has responsibility is more important the area where responsibility lies.


Business owners need to teach staffers about password safety

Have you talked to your employees about password safety? ABC News notes why this is critical: https://tinyurl.com/y8lo3rtb

abcnews.go.com It may seem obvious: Companies' computers, mobile devices and accounts need secure passwords. But many small business owners don't take the time to educate staffers about these very basic forms of cybersecurity. And staffers may not know that their passwords could be easily guessed by hackers...


3 Financial Mistakes People Make When They Retire -- The Motley Fool

The Motley Fool pinpoints 3 financial tendencies to avoid in early retirement: https://tinyurl.com/ycf9wl62

fool.com Retirement is not without financial risk -- and most of the setbacks people face when they retire are self-inflicted.


Business Owners, Here's How To Take Control Of Your Time

How can small business owners take control of their time? Forbes offers some tips @ https://tinyurl.com/y97rxva7

forbes.com Business owners often juggle many hats. By hiring competent employees and vendors and implementing the right software, you could free up more time to run your business at a high level.


Your Guide to Working While on Social Security -- The Motley Fool

Planning to work while you receive monthly Social Security payments? Be sure to read this Motley Fool article: https://tinyurl.com/y83dptg3

fool.com Many people remain employed while claiming Social Security. Here's how to avoid those pesky benefit reductions.


Your Company Needs a Better Retention Plan for Working Parents

A Harvard Business Review article notes why more companies need to recognize the needs of working parents: https://tinyurl.com/y7ogd8zb

hbr.org If your policies don’t accommodate their needs, they’ll go elsewhere.


Buying Term Life Insurance Buys Peace of Mind

Why do so many young families buy term life insurance? This Forbes post notes the reasons: https://tinyurl.com/yahel36q

forbes.com Every family with children should have life insurance, but it's often overlooked because people think it costs too much. Here are all the reasons it's worth buying even if you end up living to a ripe old age.


Why A Succession Plan Is Key For The Survival Of Your Firm

Do you want your business to continue after you leave? As ValueWalk notes, succession planning may be the key. https://tinyurl.com/yboct9wc

valuewalk.com Besides the fact that succession planning is crucial to the long-term survival of your company, what other benefits does it carry?


ABLE Accounts Give Disabled More Financial Freedom

Kiplinger.com has an article on tax-friendly ABLE accounts for families who have children with special needs: https://tinyurl.com/ycxcmogt

kiplinger.com More states are offering tax-friendly accounts that give people with disabilities the tools to build a financial future.


4 Reasons You Should Consider Life Insurance As A Planning Tool

How does life insurance factor into financial and estate planning? Read this Forbes post: https://tinyurl.com/yb2q46oz

forbes.com If you’re unfamiliar with the various ways life insurance can be used as a financial planning tool, the following four scenarios may help you decide whether you and those important to you can benefit from holding a policy


4 Smart Investment Moves for Near-Retirees

U.S. News presents some investing ideas that could help baby boomers cope with volatility: https://tinyurl.com/y9bllx6t

money.usnews.com Baby boomers may need to adjust their retirement investment strategy.

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4510 Cox Rd Suite 102
Glen Allen, VA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 12:00
Sunday 09:00 - 21:00
Other Financial Services in Glen Allen (show all)
J. Fulton, Loan Officer NMLS# 211848, C&F Mortgage Corporation J. Fulton, Loan Officer NMLS# 211848, C&F Mortgage Corporation
4480 Cox Rd
Glen Allen, 23060

Mortgage Loan Officer for C&F Mortgage Corporation

Kim Hicks with TowneFirst Mortgage Kim Hicks with TowneFirst Mortgage
4501 Cox Road
Glen Allen, 23060

NMLS ID #: 398797

Envoy Mortgage - VA, DC, MD & CT Envoy Mortgage - VA, DC, MD & CT
4198 Cox Road, Suite 113
Glen Allen, 23060

Isaac Lucier- Foresters Financial Services Isaac Lucier- Foresters Financial Services
140 Eastshore Dr Suite 105
Glen Allen, 23059

Financial Services Representative

C&F Mortgage Corporation - Glen Allen NMLS 147312 C&F Mortgage Corporation - Glen Allen NMLS 147312
4480 Cox Rd, Ste 101
Glen Allen, 23060

We offer a variety of mortgage solutions to serve our customers' needs. C&F Mortgage has the competitive products and competitive pricing options.

Colson & Dickie Insurance Services Colson & Dickie Insurance Services
11535 Nuckols Rd. Suite C
Glen Allen, 23059

Everett Foxx Everett Foxx
4435 Waterfront Drive
Glen Allen, 23060

Agent licensed to sell insurance through New York Life Insurance Company.

Michael Brand, Liberty Mutual Insurance Agent Michael Brand, Liberty Mutual Insurance Agent
301 Concourse Blvd., Suite 200
Glen Allen, 23059

I am licensed to sell Auto, Home and Life insurance in VA. Please contact me for any of your personal insurance needs!

Claris Financial Claris Financial
4510 Cox Road, Ste. 302
Glen Allen, 23060

www.clarisfinancial.com phone: 804.935.3000 Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory Services offered through Claris Financial LLC. Claris Financial LLC is not affiliated with Triad Advisors

Mutual of Omaha Advisors - Mid-Atlantic Mutual of Omaha Advisors - Mid-Atlantic
4201 Dominion Boulevard, Suite 215
Glen Allen, 23060

Marcus Rather, Financial Service Rep Marcus Rather, Financial Service Rep
140 Eastshore Dr., Suite 105
Glen Allen, 23059

Dynex Capital, Inc. Dynex Capital, Inc.
4991 Lake Brook Dr, Ste 100
Glen Allen, 23060-9290