A look at the different financial stages a Dentist goes through throughout life and how Codrea Financial Services can help!
Changing your password is one of the easiest things you can do to protect your personal information!
In honor of Black History Month we are discussing African Americans and finances, as well as sharing tips about working towards the American Dream!
Today is National Caregivers Day so of course we got to thinking about long-term care insurance! Check out our latest video to see why you should be thinking about it too! Also, a major thank you to all of the selfless caregivers in the world!
As important as it is to save money, there are ways to save that make your money work better for you! In honor of America Saves Week we share some of those ways with you!
In honor of Employee Appreciation Day I wanted you all to get to know the fantastic and hard-working employees of Codrea Financial Services!
It's International Women's Day and I think it is important that women are just as involved and educated when it comes to their individual and family finances as men!
An instructional video on how to schedule appointments with Codrea Financial Services using the Schedule Once platform.
It's never too early to learn about money and savings! That's why this week's topic is all about easy ways to introduce teens to the concept of saving!
There is still time to contribute to your Traditional or Roth IRA for the 2020 tax year! Watch the video to see how we can quickly and efficiently take care of that for our clients!
I want my clients to think of me as a constant resource. I have an abundance of useful and informational literature on a number of topics or can connect you with one of the expert professionals that I know can help you! Check out the video to hear about the many ways I can be a resource to you!
It is never too soon to begin planning for retirement! Watch to hear how a financial planner can help you with long-term investing and the importance of a comprehensive financial plan!
This week I am discussing the importance of diversity and how it applies to your investments! Watch the video to pick up on some things to consider when investing!
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! Watch this week's video to see why annuities could help you reach your retirement goal!
An iconic part of the American Dream is purchasing your first home! Watch to see why it's important to keep your financial advisor in the loop!
August is Investors Month so we wanted to share with you all some things to consider when it comes to investing! Hint: keep calm and trust your financial advisor!
