Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Happy October! 🎃🍿
My Halloween movie marathon starts TONIGHT! I LOVE Halloween movies, and this is a favorite tradition every year. I’m kicking off movie night with an all-time favorite: Hocus Pocus. 🧙♀️
What Halloween movie should I add to the lineup?
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Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
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Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to:
⭐ Spend on things they want
⭐ Save for something big
⭐ Give to make a difference
Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
What a trip! ✨🏰
I had the best time experiencing Disney with my teammate and friend, Jen — and I have to give a special thank-you to my clients-turned-friends, Laura and Tyler, whose Disney influence may have officially turned me into a full-fledged Disney fan. 😉
And then there’s my wonderful husband, Chris, who made the trip even more magical by surprising me with the sweetest gift waiting for me when I arrived. 💛 Great company, thoughtful surprises, plenty of Disney magic, and so many fun memories. I’m already looking forward to the next adventure!
Here's to living out Disney Magic as an adult!
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Packing priorities!
Jen and I are heading to Disney World this weekend specifically for Mickey's Not-So-Scary-Halloween Party — and naturally, my Hocus Pocus shirt is coming with me.
I've always loved Halloween and Hocus Pocus is a forever favorite. But the Disney obsession? That's newer, and I have my team's influence to thank for turning me into a full-fledged Disney lover.
I guess you could say they put a spell on me! Ha! 😉🧙♀️
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The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
As Labor Day comes to an end, I'm reminded that fall is right around the corner. While I truly enjoy all four seasons, fall is my favorite.
You may think I'm a little crazy, but I even love raking leaves! There's just something special about the season. I love the crisp air, the smell of autumn, lighting candles, and watching football. It's also the time of year when I start thinking about cooking warm, comforting meals. Most of all, I look forward to spending evenings gathered around our fire pit. Fall has a way of slowing things down and making life's simple moments feel a little sweeter. Here's hoping the beauty of the season lingers through November. 🍂🔥🏈
What are your favorite things about fall?
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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
It's always good to have Isaac home for a visit!
For all the parents launching kids into their own lives this fall -- you know the bittersweetness of it. It's hard to see them go, but it's also such a gift to watch them build lives of their own.
And no matter how grown they are, it's always wonderful when they come home again.
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Wishing you a happy Labor Day weekend! I hope you have the opportunity to slow down and enjoy time with the people you love.
Have a safe and relaxing weekend!
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Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz
Put me in a room with Zeke and his Hulk toy, and it doesn't take long before I'm a kid again too.
There's something so special about stepping into their world -- playing, laughing, being silly, and seeing everything through their eyes. Being a grandma is one of the greatest joys, and I'll happily take all the adventures, imagination, and Hulk-sized fun I can get.
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I've always loved tinkering in the yard.
Moving a plant. Pulling a few weeds. Pruning what's overgrown. Noticing what needs a little more sun, water, or room to grow. It's rarely about one dramatic transformation. Just the steady work of paying attention and making thoughtful adjustments.
In many ways, that's how I think about my work with my clients, too.
My job isn't to force growth, but to listen closely, ask questions, recognize what's already there, and help cultivate conditions that could lead to flourishing. Just a little bit at a time. What a privilege it is to be a part of that.
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