Joe McKenzie Certified Financial Counselor

12/21/2024

Do you use Zelle?

The Consumer Financial Protection Bureau is suing America's three largest banks, accusing the institutions of failing to protect customers from fraud on Zelle, the payment platform they co-own.

11/20/2024

🎄Toy Day is quickly approaching and we need your help! Last year we were able to provide over 1000 children with Christmas! Help us reach more this year!
📣We are accepting new toy & gift card donations for toy day at our main location. 8:45am-11:30am Tuesday, Wednesday, Friday, and 1st Saturday of the month. 5933 N Washington Blvd.
‼️If you are a local business, you can help by collecting toys at your business! Contact [email protected] to get a collection box!
💜For more info and our Amazon wish list: www.mhmsarasota.com/toydrive

11/03/2024

Vote!

09/03/2024

Inflation falls below 3%. Do things seem cheaper to you in any meaningful way?

Newly released key data on inflation was better than expected, showing a cooling for the month of July. NBC’s Christine Romans reports for TODAY that this could allow the Federal Reserve to start cutting interest rates later this fall.

08/10/2024

Truth!

08/07/2024

Our local heroes deserve better and no one does banking better than BayFirst. Our new Local Heroes Checking Account offers 1.50% APY on deposits as well as a $400 bonus. Contact me at (941) 263-1127 for more information and please share this with a local hero in your community.

07/29/2024

07/18/2024

06/29/2024

Really great advice. These expenses can really impact the amount you have for retirement.

06/23/2024

Prepare financially to own a home by understanding the costs of buying, owning and maintaining your home and how to budget accordingly.