Estia Focused Financial

We are thrilled to announce that Karen Buckley has recently joined Estia Focused Financial as a Financial Planner/Advisor. Karen joins us with over 30 years of experience and a well-established business specializing in health and group benefits. This collaboration will significantly enhance the level of service and expertise that we are dedicated to providing. By joining Estia, Karen will help us share our vision, passion for financial planning, and commitment to a team-based approach. Welcome to the team, Karen! We’re thrilled to have you with us and look forward to a successful and fulfilling journey together.

🌟 Did you know that our Estia team is here to support you during open enrollment? 🌟 We specialize in helping you navigate the complexities of choosing the right benefits for you and your family. Whether it’s deciding on a health insurance plan for you and your family, understanding retirement contributions, maximizing your FSA and HSA savings, or evaluating how employee stock plans align with your life goals, we’ve got you covered! Let us guide you through the decision-making process to ensure you make the best choices for your future. Your health, savings, and financial well-being matter to us! 💼💚 #OpenEnrollment #FinancialPlanning #HealthInsurance #RetirementPlanning #EmployeeBenefits #EstiaTeam

🎉✨ 30-Day Countdown to Baby! ✨🎉 We’re counting down the days as Derilyn Freeman, CFP® prepares to welcome baby Freeman in around 30 days! 🍼❤️ It’s been a joy to witness her journey, and we’re all so excited to support her, her husband Oliver Freeman and their 2-year-old son Leon during this special time. Deri has always brought energy and positivity to our team, and we can’t wait to celebrate this new chapter together! Let’s show them some love as we count down to the big day! 💕 #BabyCountdown #TeamSupport #ExcitingTimes

🍂 Fall Financial Tips: Harvesting Success This Season! 🍁 As the leaves change and we prepare for cooler weather, it's a great time to reflect on our financial health. Here are some autumn-inspired tips to help you cultivate a fruitful financial future: 1. Budget for the Season: Just as you plan for fall festivities, create a budget for seasonal spending. Include expenses for holiday gatherings, decorations, and cozy activities to keep your finances in check. 2. Reap What You Sow: Invest in your future by contributing to retirement accounts or savings plans. The earlier you plant the seeds, the more you can reap later on. 3. Clear Out Financial Clutter: Just like decluttering your home before winter, review your financial accounts. Cancel unused subscriptions, streamline your expenses, and focus on what truly matters. 4. Prepare for Winter: Build or bolster your emergency fund this fall. Aim for three to six months' worth of expenses to ensure you’re ready for unexpected costs. 5. Harvest Your Debt: Tackle high-interest debt like a farmer harvesting crops. Prioritize payments to clear your financial field and reduce stress. 6. Seasonal Sales Savvy: Take advantage of fall sales for items you need, but avoid impulse buys. Plan your purchases to ensure they align with your budget and goals. 7. Reflect and Adjust: As the season changes, take time to review your financial goals. Adjust your strategies as needed to stay on track for the year ahead. Embrace this fall season as an opportunity to nurture your financial landscape. 🍂💰 #FallFinance #Budgeting #Investing #FinancialWellness #HarvestYourSuccess #LinkedInCommunity

Sometimes exploring new worlds can happen without ever leaving this one. Learn more about what the Chief AI Officer at NASA does.

🔹 Back-to-School Financial Tips for Families🔹 As the new school year approaches, managing finances can become a bit more challenging. To help you navigate this busy season without breaking the bank, here are some practical tips to keep your family’s budget on track: 1. Update Budget: Reevaluate and adjust your budget to include school-related expenses. 2. Shop Sales: Take advantage of discounts and sales for school supplies and clothing. 3. Save Ahead: Start a dedicated fund for school costs to avoid last-minute expenses. 4. Check Tax Credits: Look into available education-related tax benefits to maximize savings. 5. Plan Childcare: Explore affordable options for after-school care to fit your budget. These steps can help ensure a smoother transition back to school while keeping your finances in check. 📚💰 #BackToSchool #FamilyFinance #Budgeting

Last week, David Dlugacz, Derilyn Freeman, CFP® and Erin Dlugacz had the privilege of attending APEX 2024 in Whistler, Canada, and it was truly inspiring. Experiencing Prudential's broader culture and connecting with so many remarkable individuals were highlights of the event. Another special highlight was Deri's impactful participation on the Women’s Panel. Her insights and experiences resonated deeply with the audience, sparking meaningful conversations and inspiring many. It was a proud moment for all of us to see her represent our team so well on such a significant platform. We’re excited to bring back some impactful practices to our team: - Kicking off our Monday meetings with a moment of gratitude and a reflection on the previous week's wins. - Regularly asking, “What motivates you most? How can we best support you when motivation wanes?”—a question that resonated deeply with us. Here’s to integrating these insights and growing together! #APEX2024 #TeamGrowth #Leadership #Gratitude

Curious about what AI is and what its implications are? Read on to learn more about its complex nature.

With the most recent tech outage comes attempts to capitalize on people's fears. Learn how to spot a scam.

How do you cut down on screen time?