My Money Mavens

10/17/2026

10/16/2026

Today we’re celebrating Joanna, our founder and the person who brought this team together. 💙

Thank you for the heart you put into Money Mavens, the opportunities you create, and the care you show our team and the people we serve.

Happy Boss’s Day from your Mavens!

10/15/2026

Medicare Open Enrollment is here! 💙 October 15–December 7.

Have questions about your Medicare options? Julie is here to help. Contact Money Mavens to schedule a conversation.

10/14/2026

Your holiday calendar is filling up. Is your retirement calendar on your radar, too? 📅

December 31 is generally the annual deadline for required minimum distributions, or RMDs. Your first RMD may have a different deadline.

Have questions about which dates apply to you? Contact Money Mavens to schedule a conversation before the holiday rush. 💙

10/13/2026

Make room on your calendar for a little learning! 💙

Join Money Mavens for two upcoming free Lunch & Learns:

📅 November 4: Cybersecurity & Protecting Your Finances
📅 December 2: Tax Planning and Strategy
🕛 Noon–1 p.m. both days

From protecting your information to planning ahead for taxes, we’re bringing you conversations that matter.

Save this post and stay tuned for more details!

10/12/2026

It’s Medicare Monday, and we’re looking back at Thursday night! 💙

Thank you to everyone who joined us to talk Medicare, ask questions, and spend part of your evening with the Money Mavens team.

Missed the event? Julie is here to help you understand your options and feel more confident about your next steps. Give us a call to schedule a conversation!

10/11/2026

A little Sunday spotlight on Destiny, Julie and Heather! 💛

There's always plenty to do around the Money Mavens office, and these three know how to get things done while keeping the atmosphere fun.

Hard work, good conversations, and a few laughs along the way. That's just part of what makes our team special.

10/10/2026

Your mental health matters. 💚

And while financial well-being is just one part of the bigger picture, we know that money worries can sometimes weigh heavily on our minds.

Whether it's everyday expenses, unexpected challenges or uncertainty about the future, financial stress is something many people experience.

On World Mental Health Day, we want to remind you that it's okay to ask for help, take a break and give yourself a little grace.

You don't have to solve everything today. Sometimes taking care of yourself means simply taking things one step at a time.

Your mental health matters. Your peace of mind matters. And so do you. 💚

10/09/2026

A big thank you to everyone who joined us for Estate Planning: The Power of Protecting Your Assets! 💛

We appreciate you taking time out of your day to learn more about protecting what matters most.

From wills and trusts to powers of attorney and planning for the unexpected, there was plenty of important information to take in. More importantly, we hope everyone walked away with a little more clarity and confidence about the decisions ahead.

We're grateful for the opportunity to bring people together, share knowledge and have meaningful conversations.

Thank you for spending part of your day with us!

10/08/2026

Happy birthday to our wonderful Chief Brand Ambassador, Cathie Keegan! 🎉💛

Cathie, you’ve opened so many doors for Money Mavens, helping us bring people together, host meaningful events, and connect with more of our community. We’re so grateful for your support and all the heart you put into what you do.

Today, we’re celebrating you! Wishing you a birthday filled with love, laughter, and all your favorite things. 🎂