Will Scroggins CFP

03/17/2024

Snowbiking Trip

01/29/2024

https://www.sagespring.com/where-do-millionaires-keep-their-money/?utm_content=sked_65b185dc68bf3b129c19446b&utm_medium=social&utm_name=sked&utm_source=linkedin

Discover the intentional choices and financial decisions behind building wealth. Explore where millionaires keep their money beyond traditional savings accounts.

01/09/2024

Blessed to add another family member last week! Caroline is an amazing mother to Lucy, Frank and Jack!

01/13/2022

https://www.swinvestmentgroup.com/resources/how-to-begin-your-relationship-with-a-financial-advisor/

Ready to work with a professional who can guide you toward your financial goals, here are a few tips on how to begin your relationship with a financial advisor

12/10/2021

https://www.swinvestmentgroup.com/resources/how-to-identify-whether-to-spend-your-emergency-fund/

Southwestern Investment Group shares a few different scenarios during which you might consider spending your emergency fund.

12/01/2021

https://www.swinvestmentgroup.com/resources/what-financial-documents-should-you-keep-and-for-how-long/

Which financial documents should you keep, and for how long? Southwestern Investment Group shares insight into the documents that you should hold onto.

11/11/2021

https://www.swinvestmentgroup.com/resources/3-considerations-to-help-avoid-a-tax-refund-delay/

Southwest Investment Group shares tips that may help you avoid a tax refund delay. Are you ready to build a tax strategy that aligns with your financial goals?

11/05/2021

https://www.swinvestmentgroup.com/resources/how-to-explain-finances-to-your-teenager/

Southwestern Investment Group shares five tips for introducing your teenager to finances in a way that they can easily grasp.

10/28/2021

https://www.swinvestmentgroup.com/resources/how-to-plan-for-a-successful-retirement/

Southwest Investment group shares the first four steps to comprehensive retirement planning. Walk through these four basics, reach out to a financial advisor

10/21/2021

https://www.swinvestmentgroup.com/resources/what-is-long-term-care-insurance-and-what-to-consider/

Southwestern Investment Group explains the need for long-term care insurance and what to consider before buying for yourself or a family member.

10/15/2021

https://www.swinvestmentgroup.com/resources/6-creative-holiday-giving-ideas/

Southwestern Investment Group shares six creative ideas for holiday giving.

10/07/2021

https://www.swinvestmentgroup.com/resources/hsas-are-they-worth-your-time/