Velekei Giles Financial Advisors
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January is more than just a new calendar page; it’s an opportunity to take control of your finances with fresh energy and a clear outlook. Whether your goals include building savings, getting organized for tax season, or improving your long-term planning, the start of the year is an ideal time to create habits that stick. Why the Start of the...
As the year winds down, it’s a great time to take a step back and evaluate your financial situation. Whether you’re aiming to reduce your tax bill, maximize savings, or align your investments with your goals, a few thoughtful moves before December 31 can help position you for success in the new year. Why Year-End Planning Matters Many financial...
Many company retirement plans today include a Roth 401(k) option, but surprisingly, a lot of employees don’t take advantage of it. In some cases, they may not even know it’s available. In others, it may simply feel easier to stick with the traditional 401(k) contribution they’ve always made. If your plan offers a Roth 401(k), it’s worth...
Artificial intelligence has opened the door to many exciting opportunities, but it has also given fraudsters new tools to trick people into sharing personal or financial information. These scams are becoming more widespread and sophisticated, reaching people of all ages and backgrounds. As AI-generated messages become more convincing, it’s...
If the market feels unpredictable to you this year, you’re not alone. Between inflation headlines, interest rate speculation, and global conflicts, 2025 has already delivered its share of market swings. And yet, despite the volatility, the S&P 500 continues to hit new highs. This may seem surprising, especially if you're watching the news...
