Archive | December, 2015

Happy New Years Eve!!

We hope you have an amazing New Years Eve and celebrate in style! We will be watching the fireworks and counting down for the ball to drop!!  Cheers from Sara & Joyce!

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Investment Tips For The End Of The Year

With the end of the year soon approaching it is important to think about your investments! I have attached an article with Top Year- End Investment Tips. These tips can pay off in the short and long run. I find many times people are either hesitant, have preconceived notions, or just do not know much […]

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Get $ Fit Challenge- December 2015

Merry Christmas from Preferred Financial Strategies! This year spend time with your loved ones and focus on the memories you are making. They will last a life time! This month I challenge you to tell the ones you love why they are so important to you and tell them something that will warm their hearts! […]

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What’s your top 10?

Over the last few weeks I have been battling pneumonia and bronchitis. Thankfully I’m on the mend now!  Through this period I faced many hours of downtime causing me to think and reflect on many things. As the Holiday Season roles in, I’ve been making a list of my top 10 things I want to appreciate […]

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Social Security Cards

Update! Update! Update! Read All About It!

Social Security has done it again… There are new claiming rules! When Congress unexpectedly eliminated two Social Security claiming strategies as part of the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income. Here are some questions and answers […]

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Sara on Radio (3)


Financial Strategies for life – On the Air Things that impact you and your family.  Listen In! Sara chats with Midge Suite-Arnold from Step by Step Adoption Consultants. In this broadcast of Financial Strategies for life Sara and Midge talk about adoption, the adoption process and how to plan for the financial impact of adoption. Click on link […]

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