Having trouble reading this email? Click here to view it in your browser | July 18, 2024

Weekly Life Lessons

Helping people live LIFE on purpose since 1989!TM

Aaron Kennedy

What’s Going on in the Markets?

Each week Matt Ervin and Sam Barker join CFA Aaron Kennedy to give us a brief market update. What’s going on in the market? What are some of the things they’re looking at? Why should we keep our heads up? Follow the link below for our listen to our weekly podcasts and read market insights.
Listen Now
Angela Robinson

Is Your IRA a Tax Nightmare?

For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax you…either coming or going. Here are some important things you need to consider.
Listen Now

Highlight of the Month


Medi-Share is an affordable and Biblical healthcare alternative.

Medi-Share is a healthcare sharing ministry where members share each other’s medical bills and pray for each other’s medical challenges.

  • GOD-HONORING healthcare
  • AFFORDABLE choice
  • ACCEPTABLE under the law
Learn More

Fraud Prevention Tips

Fraud Prevention Tip

Investment Scams
Learn More

Healthy Living Tip

Look at Nutrition Labels
Learn More


Summer Pizza
Learn More


Is Your IRA a Tax Nightmare?

Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare. If you have questions, give us a call.

Learn More →

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business. Regardless of what approach, here are 9 things that might surprise you.

Learn More →

Quote of the Week

“I will love the light for it shows me the way, yet I will endure the darkness because it shows me the stars.”
-Og Mandino

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.