Financial Pro Network @FinProNet

October is also considered National Cybersecurity Awareness Month. Take control of your retirement and stay alert for online scams, especially those targeting seniors. Check out the most common scams in the article and contact us if you need any help. ow.ly/4LZq50WZvSI

We are in the last quarter of the year! A Q4 checklist can help to assess your retirement accounts so you can finish the year strong and make sure you stay on track: ow.ly/LKP450WZvF9 Not sure where to start? Call to discuss your options and stay focused on your goals!

October is a big month for financial awareness and is recognized as Long-Term Care Awareness Month. Reach out to us to discuss your unique needs and see how we can help you find the right support and resources.

September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What life insurance can you borrow from?” Read more in our latest blog article: ow.ly/3hOh50X3Ri6

Major life events call for thoughtful financial planning. Here are the top 10 milestones to prepare for: ow.ly/J6ZL50WLwQH If you want help navigating these changes, contact us today!

Worried about having to borrow from your 401(k)? While it can be an option in a pinch, it’s important to understand the risks. Contact us to review your situation and explore ways to restructure your plan. At age 59-1/2 the rules can change tax-wise. ow.ly/958F50WLwKu

The first day of fall is here!🍁 Just a reminder to always check in before your financial plans FALL off track!

Thinking about new places to retire? Safety matters when it comes to long-term financial and lifestyle planning. A study just released a list of America’s Safest Suburbs for 2025: ow.ly/zgPF50WLwEt Let’s talk about planning for your next chapter in life. Call us!

There have been updates in the Social Security COLA Forecast for 2026. We won’t know until October 15, but with housing and healthcare costs continuing to rise, any increase in benefits may not be enough. Contact us to discuss your retirement income needs. ow.ly/VgQf50WLwzJ

Planning for retirement doesn’t have to be intimidating! There are financial rules that you can use (like the Rule of 72, 114, and 70) to begin your retirement calculations: ow.ly/69bP50WLwxF But no simplified tools can match personalized retirement planning, contact us.

The Fed has held interest rates steady (again). But that could soon change, because the next Federal Open Market Committee meeting is set for September 16th: ow.ly/qKZJ50WLwmY Contact us if you have any questions!

Did you know National 401(k) Day is observed every year on the Friday after Labor Day?📆 It’s a good reminder of the transition from labor to retirement, and the importance of retirement planning. Be sure to check in on your 401(k) regularly if you have one, and contact us!

Happy Labor Day!💼💫 Today we celebrate the hard work, dedication, and contributions of workers across the nation; enjoy the holiday!

Our office will be closed on Monday, September 1st for Labor Day. We hope you have a safe and relaxing holiday weekend!🛠️

A mid-year reset might be just what you need this time of year! Summer offers the opportunity to reflect and realign your goals for the rest of 2025. Check out the tips here: ow.ly/Gle850WujLi And as we head into fall, contact us to review your plan!

If you are planning for retirement and looking for a place for some quick advice, these tips are a great place to start: ow.ly/Mqwx50WujB9 1️⃣ Get the big decisions right 2️⃣ Ease into retirement 3️⃣ Explore passive income And more! Read the full article and give us a call!

Did you know you can reject an inheritance, and it might be a better move than accepting it based on your situation? In certain cases, disclaiming part or all of an inheritance could help reduce taxes: ow.ly/wy5v50Wujy4 Contact us to discuss your options!

Around 58% of Americans believe Medicare will cover long-term care—but it won’t. With cuts looming and the cost of aging often underestimated, many are entering retirement unprepared: ow.ly/x2aR50WujrR Call us to start planning for your future long-term care needs.

The recently passed “One Big Beautiful Bill” expands how you can use 529 plans.📃🎓 While the new rules offer more flexibility, there are still limitations worth exploring: ow.ly/SEIH50Wujn9 Contact us to discuss your options and weigh what’s best for your goals.

Are you dreaming of retiring early? A new study reveals the 10 best states to retire early, where the cost of living is low and the beach (or mountain view) is still within reach.📍 Check them out here: ow.ly/6CPM50WujjX Contact us for help with your retirement plan!