Dean J Agelopoulos CFP,MS

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

10/12/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

10/11/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

10/10/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

10/09/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

10/08/2026

Do you have a game plan to combat emotional decision making? Let’s discuss your financial goals to help you be more prepared.

10/07/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I am happy to help.

10/07/2026

AI-driven data centers consume vast power and water, with demand potentially tripling by 2030. Let’s discuss how next-gen infrastructure solutions can create compelling investment opportunities amid this accelerating demand.

10/06/2026