Charity Croomes

11/20/2025

Ready for another helpful insight for your end of the year checklist!?
The IRS announced adjustments for 2026, which address a few key areas:
https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions? My office has 2026 tax resources that you may find helpful.

***This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

11/17/2025

It's officially comfy season! 🧥🦃🍂❄️🎁
The holidays are full of joy… and, let’s be honest, a little stress too. One way to stay grounded? A checklist that brings you back to what matters. Try this:
🔥 Build a fire
🤗 Check in with friends
💙 Prioritize your financial goals
🍜 Eat something delicious
🥂Celebrate!

These small, intentional steps—especially checking in on your financial priorities—may help you create a strategy for the holiday season and beyond. Here’s to a cozy, connected, and just a little bit magical season.

Send a message to learn more

11/13/2025

One of the best parts of my job is sharing information that is immediately helpful to clients. Who doesn't love a good scoop!

While not a scoop but still a helpful reminder that Open Enrollment began for Healthcare.gov.

From November 1, 2025, you may apply for your 2026 coverage or make changes to your application for the coming year. December 15 is the last day to enroll or make changes, and coverage begins January 1, 2026.

11/07/2025

I recently had the opportunity to work with COOP as the moderator for their Career Exploration Panel and Networking event for recent grads. As someone who studied finance to help my family better prepare for the future, this audience took me back to when I was a recent grad trying to navigate the professional world and set my "older sister" energy ablaze.

The panelist [Johnathan Yi; Dayma Partida; Maranatha Croomes; an Aslin Paxtor] had amazing insights and guidance for the recent grads chasing their career goals; were detailed and generous addressing audience questions; and also gave universal tips that will be useful for current and future clients.

A really wonderful event!

11/03/2025

When you start your project, your day, your week, your month... tell your brain you are going to be successful. Having a worthwhile goal is fantastic and when you start telling yourself you WILL succeed, the results may surprise you.

10/31/2025

🎃👻 “Spooktacular” Vibes Only! 👻🎃

So my partner is the pun-iest person I know and I'm channeling him today. Hope you all do something today that brings out your whimsy! Whether it's dressing up as your favorite character, indulging in some sweet treats, or making the web chuckle with a clever turn of phrase, have a “fang-tastic” time this Halloween! 🕸️🕷️

10/30/2025

✨Recent grads in Los Angeles ✨
(within the last few years)
The finale of a three part series at COOP is happening next week, 11/4, and open to the LA community! The very talented is a facilitator and panelist gathering successful alumni in the LA area who have been in their digital roles for 2+ years.
This is an exceptional opportunity for anyone interested in hearing stories from and alumni to gain insights and make meaningful connections for your next career opportunity.

10/29/2025

"You don't know, what you don't know"
The unknown is a scary place, especially when you are looking to make a big financial decision that will effect your life for years to come.
One of the biggest= Home Purchase.

Lets take some of the unknown out of the equation with these 5 tips for first-time home buyers!

Purchasing a home brings a lot of responsibilities that demand considerable time and money

10/24/2025

It's 👻Spooky Season👻 and one thing that shouldn't scare you is failure. There is no success without some failure!

10/16/2025

"Pay yourself first!"
Love it when people tell me they want to learn about investing. The first thing to learn is how to pay yourself first.

Step 1 of investing= be a saver!