Welcome to the Codrea Financial Services Blog! Filled with wonderful financial literacy, we hope you find this page educational and intriguing. Enjoy!
Wednesday, December 7, 2022
It certainly is the most wonderful time of the year! Thank you to everyone who was able to make it to our Sips & Snaps with Santa event last week. We had such an amazing time celebrating with each of you; plus, watching all the...
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Wednesday, November 2, 2022
Giving back and helping the community is at the core of our values at Codrea Financial Services. One way that we do that is through the support of programs run by our partners at Westerville Area Resource Ministry, including...
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Wednesday, June 8, 2022
The benefits of a financial plan during market instabilityWhile it’s always important to have a holistic financial plan, there may be no time more important than when we are facing times of instability in the market. Having a...
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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...
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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...
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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,...
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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...
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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,...
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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...
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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...
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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.
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All about IRA contributions: why you should do them and how they can benefit you!
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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!
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