by Aristata | Jul 2, 2024 | Videos
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs. When you think about getting older do you imagine...
by Aristata | Jun 10, 2024 | Videos
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of...
by Aristata | May 22, 2024 | Videos
Skyler’s Journey to Becoming a Third-Generation Financial Advisor Michael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
by Aristata | Apr 10, 2024 | Videos
Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of: The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years. We can’t...
by Aristata | Jan 11, 2024 | Videos
Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...
by Aristata | Dec 11, 2023 | Videos
There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us: At Aristata Financial, we serve a select group of...
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