Spencer Financial Services

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Getting to Know Jessica Greason, Director of Operations at Spencer Financial *** Q: What’s a fun fact that most people may not know about you? A: Lamb is my favorite food! Q: What is your favorite or inspirational quote? A: “If you must look back, do so forgivingly. If you must look forward, do so prayerfully. However, the wisest thing you can do is be present in the present... gratefully.” -By Maya Angelou. My word for 2024 is “Present” and this quote summed up beautifully what I continue to strive for and that is to be fully present in each moment and when interacting with others. Q: What is your favorite thing to do when you’re not working? A: Our family loves to travel and loves sports. We have fun going and exploring together. From taking long trips to the beach, or short weekend getaways to Branson, we always have fun! We love to travel to watch our favorite sports teams, too. This year we traveled south to watch the Oklahoma City Thunder play and took a trip to Omaha to watch the University of Tennessee Baseball team compete in the College World Series. But my favorite thing to do is watch my kids play baseball, basketball, and flag football. Being their number 1 fan is my greatest joy! Q: What is your favorite time of the year and why? A: Sweet summertime is my absolute favorite! I love the heat of the summer sun, spending long days at the baseball fields watching my boys compete, swimming at the pool and lake, and enjoying lots of time outside with my family.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

We are excited to introduce our newest Spencer Financial team member, Leah Cramer, our Receptionist. She is passionate about helping others and looks forward to speaking with you on the phone or greeting you at our Liberty office. You can learn more about Leah Cramer by visiting our website. Please join us in welcoming her to the team! https://lnkd.in/g4wH3QSW

Great leaders don’t just show the way—they walk it with us. Our team is grateful to have leaders like Dusty and Stevie who continue to lead the way with grace and understanding. Today, we would like to celebrate them! Happy Boss's Day!

What should you look for in a personal finance app?

This week, Stevie and Dusty attended the Horizon Financial Group Wisdom Exchange conference in New Orleans, continuing to learn from insightful sessions with Cetera Advisors LLC leadership, valuable industry professionals presentations, and dynamic advisor-led panel discussions. Dusty represented Spencer Financial in one of the panel discussions.

Consider a bucket plan to go with your bucket list. #RetirementSavings

Does your #insurance cover you if you get into an accident with an uninsured driver?

The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation