Rachel Maryyanek, Financial Planner

Rachel Maryyanek, Financial Planner Please contact me to help you fully analyze your needs and recommend appropriate solutions. I do not provide tax, legal, or accounting advice.

As a licensed Investment Professional with Movement Financial Group LLC, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

09/10/2026

What’s your biggest long-term care priority?

🏠= protecting assets for the family.
❤️= reducing the burden on loved ones.
✨= maintaining choice of care.

Drop your emoji in the comments or DM to discuss what matters most to you.

Summer is wrapping up, which makes it a great time to refresh your budget. Look over your spending from the past few mon...
09/09/2026

Summer is wrapping up, which makes it a great time to refresh your budget. Look over your spending from the past few months and make a plan for the busy fall and holiday season ahead. A few small changes now can make a big difference later.

What is your number one financial goal for the rest of the year

09/08/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

09/08/2026

Retirement plans aren’t just for big companies. Let’s talk about all your options.

There is nothing like that quiet moment when the sun sets and the hills start to glow. It always reminds me why we plan ...
09/08/2026

There is nothing like that quiet moment when the sun sets and the hills start to glow. It always reminds me why we plan and work hard — so we can slow down, breathe, and enjoy evenings like this without feeling pulled in a hundred directions. Here is to more calm nights and more time to enjoy them.

Bringing home a new baby is such a special moment, and it also comes with a lot of financial decisions you may not expec...
09/07/2026

Bringing home a new baby is such a special moment, and it also comes with a lot of financial decisions you may not expect. We put together a simple checklist to help new parents feel more confident with things like budgeting, insurance, college savings, and updated tax credits.

If you want the full guide, just comment or message me. I am happy to share it.

🎯 Life insurance is for anyone who wants to protect what matters most.Whether you’re newly married, raising kids, living...
09/04/2026

🎯 Life insurance is for anyone who wants to protect what matters most.

Whether you’re newly married, raising kids, living solo, or planning your legacy—life insurance can be a powerful part of your financial plan.

It’s not about fear. It’s about being prepared, being thoughtful, and building a future with confidence.

09/02/2026

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

📣 It’s Life Insurance Awareness Month!When was the last time you reviewed your financial plan, including your life insur...
09/01/2026

📣 It’s Life Insurance Awareness Month!
When was the last time you reviewed your financial plan, including your life insurance?

Whether you’re just starting or updating your goals, now is the perfect time to make sure your coverage still fits your life.

Let’s talk about how life insurance can support your bigger financial picture—and give you peace of mind for the road ahead.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

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4350 Congress Street, Ste 300
Charlotte, NC
28209

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Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 5pm
Thursday 10am - 4pm
Friday 10am - 4pm
Saturday 10am - 12pm

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