Michelle Bissler CPA, CFP

05/29/2026

School fundraisers and kids’ activities can add up quickly.

Thinking ahead about those awkward money moments—setting limits, talking through choices, and planning what fits your budget—can help reduce stress and keep spending aligned with your goals.

If you want help building a family financial plan that supports real life without guilt or overwhelm, I’m here to help.

Schedule an appointment: https://www.michellebisslerfinancial.com/contact

When kids are involved, it’s easy for parents to overspend—whether on fundraisers, birthday parties, or every little thing that comes home from school—but thinking ahead about those awkward money moments can help avoid stress, embarrassment, and hurt feelings. Here are some tips.

05/28/2026

What does a new government-backed savings initiative mean for you?

The U.S. Treasury recently announced the launch of a new digital account platform aimed at expanding access to savings tools and improving how individuals manage government-linked funds.

While details are still unfolding, developments like this can signal a broader push toward more accessible, streamlined financial systems: https://home.treasury.gov/news/press-releases/sb0508

05/27/2026

Are you confident your retirement plan is truly on track—or are there gaps you haven’t looked at recently?

This quick questionnaire walks through key questions to help you assess income, savings, risk, and long‑term readiness. Sometimes clarity starts with asking the right questions.

If you want help reviewing your answers and turning them into a clear retirement strategy, schedule an appointment: https://www.michellebisslerfinancial.com/contact

05/26/2026

Agriculture may be the next area to watch in commodities 🌱
Shifting supply dynamics and global events are starting to reshape the outlook.
👉 Read more to see what this could mean for investors
💬 What are you keeping an eye on? https://www.michellebisslerfinancial.com/weekly-market-commentary

05/25/2026

Our office and the financial markets will be closed on Memorial Day as we honor and remember those who gave their lives in service to our country.

We hope you enjoy a peaceful day with those you love.

We’ll reopen the following business day.

05/23/2026

🗂️ Shred Day at Our Office 🗂️

Clients are welcome to join us and bring a friend for a stop and drop Shred Event on July 30, from 10:00 AM–6:00 PM.

Bring your sensitive documents to be securely shredded.

Not sure what to keep vs. shred?

Here’s a quick guide:
✔️ Keep indefinitely: Tax returns, estate documents, birth/marriage records
✔️ Keep 7 years: Supporting tax documents, W‑2s, 1099s
✔️ Keep 3–5 years: Bank statements, credit card statements
✔️ Shred: Old bills, expired insurance statements, outdated financial records

Protect your information and clear the clutter—no appointment needed. We look forward to seeing you!

05/22/2026

Nearly 9 out of 10 retirees receive Social Security—but for many, it isn’t enough to fully support their lifestyle.

How much people rely on it varies widely, and that gap often comes down to planning.

Social Security works best when it’s part of a broader retirement income strategy, not the whole plan.

If you’re wondering how Social Security fits into your retirement picture, let’s talk it through.

Schedule an appointment: https://www.michellebisslerfinancial.com/contact

Nearly 9 in 10 American retirees receive a Social Security check each month—but how many actually rely on it to live is a much harder question, with answers that vary widely depending on how it’s measured.

05/20/2026

Social Security’s 2026 cost‑of‑living adjustment may change your monthly benefit—but what really matters is how it fits into your overall retirement income plan.

COLA increases help, but they don’t always keep pace with rising healthcare and living costs. That’s why reviewing your strategy now is so important.

If you want to understand what the 2026 COLA means for your retirement—and whether your plan is still on track—let’s talk: https://www.michellebisslerfinancial.com/contact

05/19/2026

Headlines may feel uncertain—but the economy is staying resilient 📊
LPL Research explains how Middle East tensions could affect growth and inflation, and what it means for investors moving forward—without signaling a downturn.

👉 Click to read more https://www.michellebisslerfinancial.com/weekly-market-commentary
💬 What’s top of mind for you in today’s market?

05/18/2026

“Can I get a tax break for college or continuing education?”

Many families and professionals overlook valuable education credits that can directly reduce their tax bill. Knowing what qualifies—and how to claim it—can make a meaningful difference.

If you want to be sure you’re not missing credits you’re entitled to, let’s review your options together: https://www.michellebisslerfinancial.com/contact