The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and […]
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Category Archives: Financial Planning
Why You Should Freeze Your Credit
In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from […]
Join Our Statera Cares Event!
We hope to see you at our second Statera Cares event in October! For this event, we will be supporting Tan’s Treats, an organization that is dedicated to serving the […]
Spotting Fraud in Your Credit Report
Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking […]
5 Lifestyle Secrets of the Happiest Retirees
Securing a happy retirement goes beyond financial preparedness. It’s about cultivating a fulfilling lifestyle. Just as a stable foundation is essential for a house, having a stable and engaging life […]
Strategies to Paying Down Debt
There are two main strategies to tackle debt efficiently: the “avalanche method” and the “snowball method.” The one that works best for your situation comes down to what motivates you […]
A Penny Saved is Two Pennies Earned
Simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: […]
Your Year-End Financial Planning Checklist
Head into the new year with a good idea of where you’ve been and where you want to go with this planning checklist! Have I maxed out my retirement contributions? […]
IRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024
IRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024 Statera Team The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for […]
Having a Plan B
Having a Plan B Written by: Tony Christensen, CFP®, CHFC®, Founding Partner my family and I spent a weekend in Kanab to see the Balloon Festival and visit the surrounding […]