03/25/2025 - By Julie Edwards, CPA and David Uslan, CPA
Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.
03/20/2025 - By Michael C. Hall, CFP®
The first phase of financial life is the Accumulation Phase. It is characterized by the initial increase in net worth. For most, this aligns with the early years of their career. The keys to a successful Accumulation Phase are prioritizing goals, maximizing savings, understanding where dollars should be saved, how and when to use credit, and managing risks. The following are some of the basics that should help you identify areas for focus as you begin to build your initial wealth.
03/06/2025 - By David Booth (Dimensional Fund Advisors)
When it comes to investing, a big obstacle many people face is the fear of catastrophe. If you invest in a stock, there’s always the possibility that the value may drop to zero. In fact, we used to have a wall in the office lunchroom that was covered with stock certificates from liquidated companies. Most of those businesses likely had good ideas and solid plans. Read more...
03/24/2025 - By Celia Nofsinger
As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.
02/13/2025 - By Nancy Patton
We're excited to welcome Lorraine Faust, CRCM as the Director of Fair lending/Fair & Responsible Banking in the firm's Financial Institution Consulting Group!
01/02/2025 - By Celia Nofsinger
We’re proud to announce the following internal promotions as of January 1, 2025!
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
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