The #Fed pledges to keep #rates low even when #inflation rises above its 2% target.
FORBES.COM
The Recovery Stalls; Fed Pledges “Lower For Longer”
Do you really need life insurance? Do you assume it's too expensive?
There are a lot of myths surrounding life insurance, but we are here to debunk them! Read our latest post to find out the truth about life insurance.
https://www.journeyadvisory.group/campaigns/primer
#financialadvisor #lifeinsurance
JOURNEYADVISORY.GROUP
Life Insurance Myths: Debunked
Join us for our #facebooklive tomorrow at 12pm CST as Dee Kerr, Senior Financial Advisor and CFP®, talks to you about buying versus renting a home.
https://www.journeyadvisory.group/events/facebook-live-the-dilemma-buying-vs-renting-a-home
#financialadvisor #realestate
JOURNEYADVISORY.GROUP
Facebook Live!
Second homes have unique risks and insuring them is different than a primary home.
JOURNEYADVISORY.GROUP
Insuring Your Second Home
Instead of tapping into your #retirement funds—to either start a business or get by during the kind of rough patch that millions of #Americans have had to endure this year, there are other options that may be worth considering.
MARKETWATCH.COM
Just because it’s easier to raid your retirement accounts doesn’t mean you should
Happy birthday Jim Owens. It’s been a blast working with you the last five years. Here’s to many more!
Journey Advisory Group is a proud sponsor of Ohio Valley Voices!
Today's the day! Tune in at 7pm (EST) to watch a one-hour streaming version of last week's LIVE Fashion Show.
https://ohiovalleyvoices.givecloud.co/watch-lovve-amplified
OR
https://player.vimeo.com/video/465106252
OHIOVALLEYVOICES.GIVECLOUD.CO
Watch LOVVE Amplified
Journey Advisory Group was proud to be a sponsor of the St. Joseph Golf Outing!
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
JOURNEYADVISORY.GROUP
Monthly Market Insights | October 2020
Are you considering paying off your mortgage loan? Many people dream of the day they will be mortgage free. Watch today's Facebook live as Dee Kerr, Senior Advisor with Journey Advisory Group discusses what to consider when making your decision.
Every year since 1947, the U.S. President pens an economics textbook.
JOURNEYADVISORY.GROUP
Required Reading: The Economic Report of the President
Many have heard they should avoid probate; do you understand what probate is and how it works?
JOURNEYADVISORY.GROUP
Problems with Probate
Today’s uncertain #investing environment presents a serious dilemma to many #pre-retirees and #retirees: How much money can you afford to risk by investing in the #StockMarket?
FORBES.COM
Worried About Investing In Stocks During Retirement?
Given that health care costs may be one of the largest expenses people face in retirement, you may want to listen close as Dee Kerr, with Journey Advisory Group explains.
Medicare Discussion with Dee Kerr, Senior Advisor with Journey Advisory Group, and Carrie Evans, an Independent Insurance Agent Specializing in Medicare Insurance Plans
Join us tomorrow Wednesday, October 14th at 12pm CST for a #facebooklive Q&A!
Dee Kerr, CFP® our Senior Financial Advisor and Carrie Evans, Independent insurance agent, will be answering questions regarding #medicare
Although in-person events look a little different this year, we still wanted to show our appreciation for our clients.
Our Pie Pickup event was a success and we are thankful to all our clients that came out to see us!
#financialadvisor #clientappreciationevent
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
JOURNEYADVISORY.GROUP
Perception vs. Reality
Journey Advisory Group is proud to be recognized in the Cincinnati Business Courier for our latest acquisition of Torch Wealth Management in Blue Ash!
"Covington-based Journey Advisory Group has acquired Blue Ash-based Torch Wealth Management. The deal brought Torch co-founders and longtime Cincinnati investment
professionals Ed Haberer and Don Keller to Journey while adding Torch’s $280 million in assets under management."
https://www.bizjournals.com/cincinnati/news/2020/11/20/journey-advisory-group-acquires-torch-wealth-manag.html
#journeyadvisorygroup #financialadvisor
BIZJOURNALS.COM
Covington-based Journey Advisory Group acquires Torch Wealth Management - Cincinnati Business Courier
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
JOURNEYADVISORY.GROUP
Mortgages in Retirement
In 244 years as a nation, the #UnitedStates has been torn apart by civil war, devastated by disasters, and a myriad of other difficulties. But #Americans find a way to bounce back, we are an ever-resilient nation. This #60Minutes piece is a great reminder that we can handle just about anything.
CBSNEWS.COM
America the Resilient
Consider a bucket plan to go with your bucket list.
JOURNEYADVISORY.GROUP
A Bucket Plan to Go with Your Bucket List
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes.
Join Dee Kerr, CFP® and Senior Financial Advisor, for a #FacebookLive tomorrow (Wednesday, February 10th) at 12pm CST to learn about 7 big mistakes to steer clear of, if possible, why pursuing your retirement dreams!
For more information, please visit our website at www.journeyadvisory.group
#financialadvisor #RetirementPlanning
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
JOURNEYADVISORY.GROUP
Investing for Impact
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
JOURNEYADVISORY.GROUP
Monthly Market Insights | February 2021
The #TaxCutsAndJobsAct of 2018, which brought the most substantial changes to the tax code in 30 years, is being challenged by #COVID. The good news is that because of those changes, there are some increased #TaxSavings that come with #homeownership. Learn more here.
SFGATE.COM
7 Tax Benefits of Owning a Home: A Complete Guide for Filing This Year
Do you have a plan in place that leads to retirement or accomplishing other financial goals? Watch today's Facebook live as Dee Kerr, Senior Financial Advisor with Journey Advisory Group, shares how to map your financial journey and the difference it can make.
#financialadvisor #retirement
When was the last time you decided to take a trip, you didn’t know where you were going or when you would arrive? You just got in the car and started to drive.
Most of us don’t plan a vacation this way. However, many of us treat our financial situation like a journey without a map.
Join Dee Kerr, CFP® and Senior Financial Advisor, for a #FacebookLive tomorrow (Wednesday, February 3rd) at 12pm CST to get more information on how to Map Your Financial Journey!
For more information, please visit our website at https://www.journeyadvisory.group/
#financialadvisor #financialjourney
