Tennant Financial

10/20/2026

Building a strong retirement doesn't happen by chance.

Discover the habits and strategies many top retirement savers use to stay focused on their long-term goals.

Read the blog for more. 👇

A common rule of thumb suggests saving enough to replace 70% to 80% of your pre-retirement income to maintain your lifestyle in retirement. For the average American, it may be challenging to build a nest egg this large, but not for the top 10%.

10/19/2026

Estate planning isn't just about documents. It's about the people and values you leave behind.

A well-designed estate plan can help ensure your wishes are clearly communicated while supporting the people and causes that matter most to you. Reviewing your estate strategy periodically can help keep it aligned with changes in your life and goals.

Estate planning is an important component of a comprehensive financial plan and often works best when coordinated alongside your broader wealth strategy.

Learn more: https://www.tennant-financial.com/estate-planning

10/16/2026

Running a business means making decisions every day. Your financial strategy should provide clarity for the ones that matter most.

Women business owners often face unique opportunities and challenges as they balance business growth, personal financial goals, retirement planning, and long-term wealth preservation.

The right planning approach can help bring those pieces together into a coordinated strategy designed around your goals and priorities.

Learn more about who we serve: https://www.tennant-financial.com/who-we-work-with

10/15/2026

AI is transforming industries, but is all the hype justified?

Before jumping to conclusions about an AI "bubble," it's important to understand the potential risks, opportunities, and economic impacts behind the headlines.

Read the blog for more insights. 👇

Is the AI spending boom a bubble—or a powerful economic tailwind? The more useful question may be how leaders can manage the risks while still participating in the opportunity.

10/14/2026

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and economic indicators to investment trends and planning insights. It’s your place to stay current and confident. Check back weekly for fresh insights that help you stay ahead.

10/12/2026

Should you claim Social Security at 62 or wait? 🤔 The answer may be more personal than you think. Read the blog to learn what factors could influence the right choice for you.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

10/09/2026

The most meaningful wealth plans often extend beyond a single lifetime.

Whether you're supporting aging parents, helping adult children, or planning for future generations, financial decisions rarely happen in isolation. A comprehensive strategy can help coordinate your goals while keeping long-term priorities in focus.

Today's planning conversations often involve balancing multiple generations, multiple objectives, and multiple definitions of success.

See how thoughtful planning fits into a broader wealth management strategy: https://www.tennant-financial.com/

10/06/2026

Are you getting the most out of your retirement savings?

Missing out on an employer match or taking on too much investment risk could impact your long-term goals.

Read the blog to learn about two common retirement mistakes and how to avoid them.

Many Americans have no idea they're making two big mistakes with their retirement savings, one investment strategist says.

10/05/2026

Inflation can make today's dollars go less far tomorrow. 📈 Read the blog to learn how Treasury Inflation-Protected Securities (TIPS) may help preserve purchasing power and support long-term financial goals.

For investors in or near retirement, inflation is always a threat. TIPs can get it under control.