Broker Check


Welcome to the Codrea Financial Services Blog! Filled with wonderful financial literacy, we hope you find this page educational and intriguing. Enjoy! 


Wednesday, September 29, 2021

Navigating the healthcare field tends to be confusing and complicated, full of ever-changing rules and policies that only seem to complicate things even further making it more difficult for you to get the information and the help that...


Tuesday, May 11, 2021

When you support a small business and shop local, you are then pouring back into your community which is good for everyone involved. We were all affected by Covid-19 and the inability to go out and peruse our local shops and...


Thursday, January 21, 2021

We all know the cliché saying, “new year, new me”. Every time a new year rolls around everyone begins to reexamine their goals for the upcoming year and what they hope to accomplish. Some people want to lose weight,...


Friday, June 26, 2020

The name of the game: retirement. We are all awaiting the time when we no longer have to work and can enjoy the rest of our days golfing, brunching and relaxing! However, over the years, the plan for how we accrue enough money to...


Friday, May 29, 2020

Schooling has gone through so many changes throughout the past couple of months that it could make anyone’s head spin. Our children, their teachers and even us parents have had to adjust to how things are taught and learned,...


Show All

Wednesday, May 29, 2019

Since today is 5/29 we thought it only fitting that we talk about 529 plans. A 529 plan is an investment plan, that is usually state sponsored, designed for you to save for your future college needs. In most cases parents set them up...


Wednesday, May 22, 2019

Did you know that the odds of becoming too sick or hurt to work are 1 in 4?1 I don’t know about you, but for me those are some very shocking odds! Many people believe that if they do not work in a dangerous field of work that...


Tuesday, May 14, 2019

One of the most common mistakes new dentists make when they begin their careers is to splurge more than they should. Although your college courses have ended, there's one extra credit course we’d like to offer you: Financial Planning 101.


Wednesday, March 13, 2019

All about IRA contributions: why you should do them and how they can benefit you!


Friday, March 1, 2019

One of the best things you can do to get your finances in order is setting a budget for yourself. Here are some budgeting apps that can help make that easy for you!