Andie Applegate

[Andie Applegate @andieapplegate]

Thanks to @NashSevereWx I now know that I caught a picture of a sun pillar this evening. Bonus points that my 11 year old thinks it’s super cool after we looked up what a sun pillar is.

[Andie Applegate @andieapplegate]

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

[Andie Applegate @andieapplegate]

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. https://t.co/6eKB0JwJKA

[Andie Applegate @andieapplegate]

No matter your filing status—from single to married filing jointly—your income tax rate will likely be going up. And while there’s still time to prepare, the clock is ticking. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

[Andie Applegate @andieapplegate]

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

[Andie Applegate @andieapplegate]

It’s simple: significant tax changes are coming soon. So, whether you want to take advantage of the current lower taxes or protect yourself from future higher taxes, you’ll want to prepare now. Reach out soon and I’ll help you make the most of this opportunity.

[Andie Applegate @andieapplegate]

Big tax changes are on the way. And while there’s still time to prepare, it’s important that you act soon. Reach out today and let’s work together so you make the most of this opportunity.

[Andie Applegate @andieapplegate]

Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.

[Andie Applegate @andieapplegate]

What’s #Juneteenth all about? It’s different for everyone. Some celebrate the day with parties and parades. For others, it’s about relaxing and remembrance. But whether your Juneteenth is focused on fun or quiet reflection, it’s all about freedom. How will you mark the day?

[Andie Applegate @andieapplegate]

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

[Andie Applegate @andieapplegate]

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

[Andie Applegate @andieapplegate]

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

[Andie Applegate @andieapplegate]

Today’s historic estate tax window closes at the end of 2025. That may seem far off, but if you want to leverage this opportunity, it's important to act quickly. Start by reading this short article, and then reach out so we can build a plan, together. https://t.co/tRbL3gUjkC

[Andie Applegate @andieapplegate]

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

[Andie Applegate @andieapplegate]

Today I’m celebrating women maximizing their finances. I’m thankful that my career allows me to work with women in growing their wealth, protecting savings for their families, and making the most of financial opportunities. Tell me one of your financial goals in the comments.

[Andie Applegate @andieapplegate]

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out. https://t.co/VYBarrbOGX

[Andie Applegate @andieapplegate]

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap. https://t.co/VL5M6944m2

[Andie Applegate @andieapplegate]

Flashback to 11 years ago, 38 weeks pregnant and navigating the unknown. Little did I know the importance of financial planning. Now, I'm passionate about educating and empowering new parents to make informed decisions. Ready to secure your family's financial future? Let's talk!

[Andie Applegate @andieapplegate]

Though an Roth IRA has some pretty sweet tax benefits—there are limits to what you can contribute. Here are the Roth IRA contribution limits for 2024. https://t.co/8z4uxDBsZH

[Andie Applegate @andieapplegate]

An employer match is a major perk of a 401(k), but did you know you can only contribute a certain amount each year? Here are the contribution limits for a 401(k) in 2024. https://t.co/Pj7XWvoPRY