Loftus Wealth Strategies

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Loftus Wealth Strategies Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry.

Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm focused on facilitating superior service and sound advice with a personalized touch. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day. Loftus Wealth Strategies is a Registered Investment Advisory Firm. This is not Investment Advice

Specialties: Security Registrations - Series 7, 63, 66, 26, Life & Health

10/15/2026

📅💰 Your Social Security raise is official — 3.6% for 2027, about $75 a month on average starting in January!
But Medicare's premium is going up too, and it comes out of that same check. Here's what to actually expect. 👇

🚨Thinking about retirement⁉️Let’s make sure your investments and financial plan are strong enough to support the life yo...
10/14/2026

🚨Thinking about retirement⁉️
Let’s make sure your investments and financial plan are strong enough to support the life you’ve been dreaming about 💯Your freedom years are calling—let’s get you ready.

🔥 Inflation heats up again 📈 September CPI rose to 3.7% vs. 3.6% expected 🌡️Core CPI climbed to 2.6%, also a tenth above...
10/14/2026

🔥 Inflation heats up again 📈 September CPI rose to 3.7% vs. 3.6% expected 🌡️
Core CPI climbed to 2.6%, also a tenth above the 2.5% estimate 😬 That’s the third highest inflation reading since September 2023 📆

And the market is noticing 👀 Rate HIKE expectations are climbing 🏦⬆️ Remember when 2026 was supposed to be the year of rate cuts? Famous last words 😏

10/14/2026

10/13/2026

💼😬 Gen X — feeling behind on retirement? It's NOT your fault. 👇

📼 First generation to get a 401(k) instead of a pension
📉 Then 2008 hit
👨‍👩‍👧 Now you're supporting your kids AND your parents

✅ 3 moves to catch up:
1️⃣ Never give up the match 💵
2️⃣ Use catch-up contributions after 50 ⬆️
3️⃣ Round up old 401(k)s 🗂️

💬 Behind isn't broken. ⏳

🛒😠 The trend is not your friend. UMich consumer sentiment slid to 46.3 in October’s early read, a five-month low and dow...
10/13/2026

🛒😠 The trend is not your friend. UMich consumer sentiment slid to 46.3 in October’s early read, a five-month low and down 13.6% from a year ago 📉
Current conditions plunged to 44.7, an all-time low 🚨 Buying conditions for big-ticket items cratered on high prices and borrowing costs 💸 and lower-income households took the biggest hit 🏚️
The consumer isn’t just cautious. They’re angry 😤
So what flips the script? 🔄 Lower prices at the pump ⛽ Real relief on rates 🏦 Or does it take something we haven’t seen yet? 🤔

🚨 Retirement on the horizon⁉️I’ll help you review your investments and create a financial plan that brings clarity, conf...
10/12/2026

🚨 Retirement on the horizon⁉️
I’ll help you review your investments and create a financial plan that brings clarity, confidence, and peace of mind—so you can live life exactly how you want.

10/12/2026

📅 WEEK AHEAD: the market’s big test 🚨

🏦 Tue: JPM, GS, WFC, C kick off bank earnings
🔥 Wed: September CPI. Hot print = more Fed hike talk 😬
🛍️ Thu: Retail sales + PPI + Philly Fed
🤖 Thu: TSMC reveals if the AI boom is still rolling
Yields high, oil at $100+, Fed on edge. Buckle up! 🎢

10/10/2026

📊 Weekly Market Wrap: Oct 5-9 📊

What moved markets this week: 🛢️ Iran headlines pushed oil around ($100+ Brent) 📈 10-yr yield near 5.25%, a 24-year high 🤖 AI jitters hit tech Thursday, then a Friday rebound ✈️ Delta cut guidance on fuel costs; consumer sentiment slid 📡 SpaceX spectrum deal rattled telecoms

👀 Next week: CPI + big bank earnings kick off Q3 season.

Questions about how this affects your plan? Let's talk. 💬

Address

32895 Coastal Highway
Bethany Beach, DE
19930

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm

Telephone

+13022518901

Website

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