Summer fun is great. A financial hangover? Not so much.
Between vacations, dinners out, shopping, and all those “just one more” purchases, it’s easy to lose track of where your money went.
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While we recharge, you can revisit a few of our favorite episodes of #Our2 Cents.
✨ Episode 227: Is Downsizing in Retirement the Right Move?
✨ Episode 185: Rocking Your Retirement Jersey
✨ Episode 168: Island Living and IRAs
#sglfinancial#retirement#finance#podcasts
From the soccer field ⚽ to your morning coffee ☕ to your investment portfolio 📈, this week’s episode covers it all!
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A great day on the course with even better company. ⛳️
Our advisors enjoyed spending the day connecting with colleagues, building relationships, and enjoying a little friendly competition at this golf outing.
#sglfinancial#golf#finance#wealthmanagement#retirement
Money stressing you out? Learn how to identify your financial pain points and take them head-on.
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To infinity... and beyond your finances! 🚀
What can Toy Story teach us about money? More than you might think.
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Happy Birthday to our receptionist, Alaina! 🥳
Thank you for everything you do to keep our office running smoothly and for always greeting everyone with a smile. We hope you have a fantastic birthday!
#sglfinancial#happybirthday#employeeappreciation
Thinking about using AI for investing? Our very own Steve Lewit shares where it can help and where financial advice from a professional is essential.
Watch him on WGN 9 News: https://t.co/ypKRWA3xnT