Primary Wealth Group

10/14/2026

This morning, Megan and Sharon took the platform at the CBOE, where Sharon had the honor of ringing the bell. Last month, Jared and Sharon were also invited for an exclusive seat at the opening bell of the exchange.

Moments like these reflect the work our advisors do every day: helping families protect what they’ve built and plan for what comes next.

Thank you to Main Management and Kensington Asset Management for inviting our team to take part. Congratulations to Megan, Sharon, and Jared!

10/13/2026

Two people retire with nearly identical savings, spend about the same, and earn similar returns. One enjoys decades of security. The other faces hard choices much sooner. How does that happen? The answer has a name, and it is worth understanding well before you get there

Even if they saved the same amount.

09/29/2026

High-interest debt quietly competes with every goal you care about. Knocking it down frees up more of your money for the things that actually move you forward.

Find the next layer in your Money Stack.

09/22/2026

Not every financial goal deserves your attention at the same time. Foundational moves come first because they can make everything built on top of them steadier.

One step can support the next.

09/15/2026

Three to six months of expenses saved does one thing money rarely buys: it can give you time. Time to adjust after a job loss or setback without derailing the long-term plan.

Some financial moves do more.

09/08/2026

Feeling behind on your finances usually is not a motivation problem. It is an order-of-operations problem. Sort out the sequence and progress gets a lot clearer.

The challenge is deciding what comes first.

09/01/2026

Many retirement conversations start with the same question. Do I have enough? That is a great question. It is just not the only one. A modern retirement can stretch 20 or 30 years, which means time, energy, purpose, and how you want to spend your days are part of the plan too. The numbers matter. The life behind the numbers matters just as much.

Explore the next chapter you get to author.

08/25/2026

Ask five people what retirement looks like and you may get five different answers. Travel. Time with family. A second act. Caregiving. A small business. Space to figure out what comes next. Retirement is no longer one-size-fits-all. It is a chapter you get to author.

The shift from pensions changed the story.

08/18/2026

Retirement used to mean slowing down. Today it can mean part-time work, caregiving, consulting, travel, volunteering, or finally doing the thing you put off for decades. Rest is still part of it. Reinvention is too. The question is not just when you retire. It is what you want this chapter to actually feel like.

Retirement is becoming more personal.

08/11/2026

In 1950, U.S. life expectancy was about 68 years. Retirement was often a brief final chapter, not a 20 or 30 year life stage. The script most of us inherited was written for a very different time. If you are mapping out your own next chapter, the old playbook may not fit.In 1950, U.S. life expectancy was about 68 years. Retirement was often a brief final chapter, not a 20 or 30 year life stage. The script most of us inherited was written for a very different time. If you are mapping out your own next chapter, the old playbook may not fit.

See how retirement has changed over 75 years.