Thomas Perez

I want to help your money with all the big plans you have this summer. Reach out to learn more.

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. spr.ly/6012BB3jxI

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. spr.ly/6018BBKA7e

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. spr.ly/6014B6zt5q

The world totally opens up when your money feels stable. With a solid financial plan, I can help you find the calm and confidence you want to live your life. Reach out.

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. spr.ly/6012B6WQkw

Want to notice a major difference in your day-to-day and beyond? I can help you make a financial plan that gives you more direction and quiets the noise. Reach out. Let’s talk.

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. spr.ly/6017hCzOW

Stocks ended higher last week for the first time in over six weeks, a rebound fueled by lower interest rates and an economy that has remained resilient in the face of geopolitical uncertainty. spr.ly/6010B6QGo4

It’s never too late to start making money moves. The right financial plan can feel like a fresh start, and I want to help. Let’s chat.

The S&P 500 moved lower for the fifth consecutive week amid rising geopolitical uncertainty. Even so, the market continued to exhibit signs of broadening as Small- and Mid-Cap stocks outshined their Large-Cap counterparts. spr.ly/6012B6lO02

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. spr.ly/6016B6K5Ss

2026 Bridge run 10k photo dump

And so it begins. I've lived in Charleston for 20 years and am FINALLY running the bridge run 10k. #cooperriverbridgerun #getoverit #running #10k

Being confident with your finances is a huge flex. With a little bit of planning, I can help you feel good about where you and your money are headed.

The Fed opted to hold rates steady last week amid the conflicting forces of inflationary pressure and a stalling labor market. Northwestern Mutual Wealth Management CIO Brent Schutte dives into the latest economic developments. spr.ly/6010B6wlIn

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage. spr.ly/6015hH5cT

I can help you set up a financial plan today to help you feel more comfortable in the future. Reach out. Let’s chat.

A bonus is a great perk—but it can help to understand how it’ll get taxed. spr.ly/6016hq2OK