XML Financial Group

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XML Financial Group It’s not just your money, it’s your freedom! Let us help you build a plan to find your freedom.

View social media disclosures at https://www.xmlfg.com/socialmediadisclosures.

Instagram can be a great way to stay connected with family and friends, discover new interests, and share moments from e...
10/11/2026

Instagram can be a great way to stay connected with family and friends, discover new interests, and share moments from everyday life. In this episode of Beyond the Money, we’re walking through the basics of Instagram, including how to navigate the app, find your way around your feed, and share posts with others.

Whether you’re new to Instagram, looking to feel more comfortable using the platform, or simply want an easier way to keep up with the people in your life, this episode offers a straightforward introduction to getting started.

Watch the latest episode of Beyond the Money on our YouTube channel: https://youtu.be/S8my4TlWaPI?si=MMQVIY3yq7y94NEg



This video is provided for general informational and educational purposes only and should not be considered personalized investment, financial, tax, or legal advice. The information discussed is not intended to recommend or endorse any specific company, product, or service, including Instagram, Meta Platforms, Inc., or their affiliates.

The views expressed are subject to change without notice and may not reflect the views of all employees of XML Financial Group.

Instagram and Meta are independent third-party brands and are not affiliated with, endorsed by, or sponsored by XML Financial Group. XML Financial Group does not receive compensation from Meta Platforms, Inc. for the inclusion of this content. Use of third-party applications and services involves risks, including but not limited to privacy, security, and financial risks. Users should exercise their own judgment and review all applicable terms and conditions before using any service.

Our Director of Marketing, Hannah Myers, recently attended HubSpot UNBOUND in Boston, and one thing was clear: the way p...
10/09/2026

Our Director of Marketing, Hannah Myers, recently attended HubSpot UNBOUND in Boston, and one thing was clear: the way people find information is changing quickly. We came back with new ideas around maximizing our marketing technology usage, AI, Answer Engine Optimization, and how we can make our educational content more useful, accessible and relevant for our clients.

Because good marketing for XML is about helping people find answers and make informed financial decisions so they can lead successful lives. Thank you to HubSpot UNBOUND for three great days of learning, conversations and new ideas.

10/07/2026

Behind every thoughtful financial strategy is a lot of focus,
attention to detail, and a commitment to getting the details right.
Occasionally, it also involves a very enthusiastic keyboard.

Holding a significant amount of wealth in a single stock can create unique considerations when it comes to diversificati...
10/04/2026

Holding a significant amount of wealth in a single stock can create unique considerations when it comes to diversification, taxes, liquidity, and long-term financial planning.

Join XML Financial Group CEO & Co-founder Brett Bernstein, CFP®, and Lauren Slavin, CIMA®, Vice President and Regional Director at Goldman Sachs Asset Management, for an educational webinar exploring exchange funds and strategies for managing concentrated stock positions.

The discussion will cover how exchange funds work, the seven-year holding period and other requirements, potential risks and considerations, and how exchange funds compare with approaches such as selling shares or charitable giving.

Thursday, October 15 | 1:00 p.m. ET

Register today: https://info.xmlfg.com/blog/upcoming-webinar-managing-concentrated-stock-strategies-beyond-selling

10/03/2026

Life moves in seasons, and each one can bring a different set of priorities.

Starting a career, building a family, growing a business, caring for loved ones, or preparing for retirement. What matters financially today may look very different a few years from now, and your financial plan should have the flexibility to evolve alongside you.

Wherever you are today, planning ahead can help you feel more prepared for the season that comes next.

XML Financial Group is here to help you navigate every chapter with a plan built around your life.

Trump Accounts are a new savings option for children, but where do they fit alongside the tools families may already be ...
09/30/2026

Trump Accounts are a new savings option for children, but where do they fit alongside the tools families may already be using?

Designed as custodial traditional IRAs for minors, Trump Accounts offer tax-deferred growth, have specific contribution and investment rules, and may include a one-time $1,000 federal seed contribution for eligible children. But they aren’t necessarily a replacement for 529 plans, custodial Roth IRAs, or taxable custodial accounts.
In our latest blog, we break down how Trump Accounts work, who can contribute, the rules families should know, and how they compare with other options for education and long-term savings. We also explore why these accounts may be most useful as one piece of a broader financial strategy for a child or grandchild.

Read the full article: https://info.xmlfg.com/blog/trump-accounts-a-guide-to-using-them-for-your-childs-future

Q4 is around the corner. Is your financial plan ready?As the final quarter of the year approaches, it can be a good time...
09/27/2026

Q4 is around the corner. Is your financial plan ready?

As the final quarter of the year approaches, it can be a good time to revisit your financial goals, consider what may have changed since the start of the year, and identify any planning priorities to discuss with your wealth advisor.

A thoughtful year-end review can help keep the conversation focused on what matters to you heading into the months ahead.

Connect with an XML wealth advisor to start the conversation.

"Millennials who tell themselves they'll get serious once they earn more are giving up the most powerful decade they wil...
09/25/2026

"Millennials who tell themselves they'll get serious once they earn more are giving up the most powerful decade they will ever have."

In a new article by MoneyLion, Senior Wealth Advisor ‌Shawna Bieda, CFP®, CDFA®, breaks down the money mistakes costing millennials the most by retirement, from delaying that first contribution to letting lifestyle creep swallow every raise.

Her take: "You can't buy that time back later, no matter how much you save in your 50s."

Read more: https://info.xmlfg.com/blog/six-money-mistakes-that-millennials-are-making-right-now

09/24/2026

POV: the social media girl goes on vacation and says, “Just grab some content while I’m gone.”

Some of our favorite moments live in our camera rolls, but sharing them with family and friends doesn’t have to mean sen...
09/22/2026

Some of our favorite moments live in our camera rolls, but sharing them with family and friends doesn’t have to mean sending photos one at a time. In this episode of Beyond the Money, we’re walking through iPhone Shared Albums, including how to create an album, invite others, and share photos in one convenient place.

Whether you’re collecting photos from a family vacation, keeping up with grandchildren, or simply looking for an easier way to stay connected, this episode offers a straightforward look at a useful iPhone feature.

Watch the latest episode of Beyond the Money: https://youtu.be/JTE5Ln5ylG4



This video is provided for general informational and educational purposes only and should not be considered personalized investment, financial, tax, or legal advice. The information discussed is not intended to recommend or endorse any specific company, product, or service, including Apple Inc. or its affiliates.

The views expressed are subject to change without notice and may not reflect the views of all employees of XML Financial Group.

Apple and iPhone are independent third-party brands and are not affiliated with, endorsed by, or sponsored by XML Financial Group. XML Financial Group does not receive compensation from Apple Inc. for the inclusion of this content. Use of third-party applications and services involves risks, including but not limited to privacy, security, and financial risks. Users should exercise their own judgment and review all applicable terms and conditions before using any service.

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20817

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