Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Don't let debt prevent your family from achieving its goals. Having a solid financial strategy can not only help you pay off debt faster, but it can help you be more financially prepared for the important things in life. Need help? Reach out, and together we'll come up with a strategy that works. #NationalFamilyWellnessMonth
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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While we all prefer to think that we will never be faced with disabilities, they are quite common, and when they hit, they can have a significant impact on your life, family, and future. Don't wait until it's too late. Learn how you can protect your financial future today. #DisabilityInsuranceAwarenessMonth
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with you some term life insurance rates that should get your heart pumping.
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Benefits and pitfalls of buy-sell agreements every advisor should know Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circ*mstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses. https://bit.ly/3Kn7Hgp
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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On average, Americans appear to be managing their credit scores well, according to data from Equifax. Here's how it breaks down by age.
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Here are five simple ways to 'do this, not that' when trying to find out from a nonprofit what kind of impact your donations are having.
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Helping your child go to college is a gift they will use for the rest of their life. Without a strategy, however, student debt can end up hanging around just as long. Between tuition, books, and room and board, here are some strategies you can use to help make paying for college easier.
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Service members and their families sacrifice so much for our country every day. I want to show my support and gratitude for all that you do by helping you march into a life of financial security with confidence. #MilitaryAppreciationMonth
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
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Alex Lima, CLTC
Owner with The Elm Group and Associates, LLC helping individuals and business owners develop a sound financial strategy
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Do student loans have you singing the blues? I'm here to help with that. Reach out when you have a minute and let's talk. In the meantime, check out these 7 tips to help you pay off debt and save at the same time. #FinancialLiteracyMonth
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