MomentUs Wealth Management

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/07/2026

Today feels a little more special as we celebrate someone incredibly close to our hearts, Cheri, Client Service Coordinator.
For 5 years now, Cheri has been in remission from stage 4 cancer, and every one of those years is a testament to her strength, resilience, and the way she continues to show up for life with courage and grace. Her journey hasn’t just been about surviving, it’s been about truly living, appreciating the small moments, and inspiring those around her along the way.

Cheri reminds us of what it means to lean into our values; service, relationships, integrity, and excellence, and to cherish the moments that matter most. Her story reflects our mission of Leading for Life’s Moments in the most meaningful way.

Today, we celebrate you, Cheri. Your strength inspires us, your journey matters, and your future is full of possibility. 💜

06/04/2026

🥳It’s time to celebrate Johanna! 🎂
Thank you for bringing your passion, positivity, and heart to everything you do. You help make our team stronger every day. Happy Birthday!

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/29/2026

🎓Happy 529 Day! 📚
Today is a great reminder to take a step toward Planning for Generations.
A 529 plan can be a powerful way to save for future education expenses - helping turn today's preparation into tomorrow's opportunities.

If you'd like to learn more about how a 529 plan may fit into your goals, let's connect.
https://bit.ly/4nZfC6w

Learn the ins and outs of 529 plans.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Our office will close today at 3:00pm and will be closed, Monday, May 25th, to observe the Memorial Day holiday. We will return to normal business hours on Tuesday, May 26th. We hope everyone enjoys a happy and safe Memorial Day weekend!

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.