Aligned Wealth Group

06/18/2026

Every generation believes it's facing a uniquely uncertain future. Looking back, it's easy to see how major events eventually played out. Living through them is a different story. When you're in the middle of uncertainty, it's hard to...

06/17/2026

Financial progress rarely comes from one major decision.

More often, it’s built through consistent habits and intentional choices over time.

Creating a budget, reducing debt, building savings, and investing consistently may not feel dramatic in the moment, but those decisions can create long-term stability and peace of mind.

Small steps taken consistently can make a meaningful difference over time.

06/16/2026

Are you a Dave Ramsey fan looking for local financial advice that feels similar to what you've heard on his show or read in his books?

Advisor Adam Bethel shares some of the resources that Aligned Wealth Group has incorporated into our work.

We're excited to be a part of the SmartVestor Pro Program through Ramsey Services to connect with our neighbors looking for financial advice of their own.

06/14/2026

A financial advisor does more than manage investments.

At Aligned Wealth Group, we help clients build strategies that support long-term financial goals and life transitions.

That may include:
• Retirement planning
• Investment guidance
• Education savings strategies
• Risk management and protection planning
• Tax-aware financial strategies
• Long-term wealth planning

Every financial situation is different, which is why personalized guidance matters.

06/12/2026

We’re proud to share that Aligned Wealth Group has officially joined the SmartVestor Pro network through Ramsey Solutions.

This partnership reflects our commitment to helping individuals and families pursue financial clarity through education, intentional planning, and long-term strategy.

We’re grateful for the opportunity to continue serving our community and helping clients build a stronger financial future.

06/11/2026

Many people think financial planning starts a few years before retirement.

In reality, good financial planning impacts every stage of life, from unexpected expenses to long-term future goals, and everything in between.

The earlier you begin planning intentionally, the more options you create over time.

Financial planning is not just about retirement. It’s about building confidence in the decisions you make today.

06/08/2026

Calling Dave Ramsey fans!

Advisor Jake Walters shares the exciting news that we are now part of the SmartVestor Pro Program through Ramsey Services.

Aligned Wealth Group now has even more ways to help support your financial advice needs, and we can't wait to connect with more of our community!

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/04/2026

Are you ready to re-align your investments to match your goals? It doesn't have to be scary with a trusted team behind you.

Reach out today to see how we can support your investment goals.

05/28/2026

Tax credits for a growing family

The Child Tax Credit may provide up to $2,000 per qualifying child
The Child and Dependent Care Credit may help offset a portion of childcare expenses, based on IRS guidelines.

Because tax rules can change, it may be worth revisiting these benefits each year as part of your overall planning.

Lets discuss: https://www.alignedwealthgroup.com/schedule-a-meeting