IYS Financial

04/01/2025

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

03/26/2025

Have you ever heard of the 50/30/20 rule? It's a simple way to budget after-tax income: 50% for needs, 30% for wants, and 20% for savings and investments. Start taking steps toward the future you want.

03/17/2025

Wishing you a bit of luck and good fortune today.

03/14/2025

👩‍💼📚 Happy Women's History Month! As we celebrate this special month, let's take a moment to reflect on the immense contributions women have made to the world of finance, business, and beyond.

Pioneering Women in Finance: Women like Abigail Adams, who, back in the 18th century, wisely invested in government bonds, and Hetty Green, known as the "Witch of Wall Street," who became one of the richest women in the world in the late 19th century. They paved the way for future generations of women in finance.

Present Day Leaders: Today, we have extraordinary women leading financial institutions, government bodies, and startups, demonstrating that finance is no longer a 'men's club'. Women like Janet Yellen, the first woman to chair the Federal Reserve and now the U.S. Treasury Secretary, and Mary Barra, the CEO of General Motors, are leading the way.

Empowering the Next Generation: As we forge ahead, let's continue to break barriers, shatter glass ceilings, and pave the way for the next generation of women in finance.

This month, we salute the women who've bravely charted their own path in finance and have inspired countless others to do the same. 💪💼

Remember, every investment we make today can build a stronger financial future for all women tomorrow.

03/07/2025

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Main office: 954-628-4100

02/28/2024

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

02/27/2024

Want the freedom of being your own boss? Looking for a career with unlimited growth potential? Let’s talk. Here, you’ll be recognized and rewarded for good work. Plus, you’ll be helping people reach their goals. DM me and I’ll show you how to unlock the possibilities.

02/27/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at a recent investor trend and the risk it poses.

A recent investor trend may be putting some folks at risk. Read more in our Weekly Market Commentary.

02/26/2024

It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.

02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Here’s why you should consider doing both.

02/20/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why the Fed may be compelled to hold rates at current levels for longer.

Latest Inflation data highlights that more progress is needed before the Fed cuts rates. Read more in our Weekly Market Commentary.

02/15/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.