Secure Retirement Strategies

10/15/2026

Medicare Open Enrollment opens today and runs through December 7, making it the perfect time to review your healthcare coverage for the year ahead.

📝 As you evaluate your options, ask yourself:

✅ Are my doctors and preferred pharmacy still in-network?
✅ Have my prescription medications changed?
✅ Am I paying for benefits I no longer need?
✅ Have my healthcare needs changed since last year?
✅ Do my expected healthcare costs still fit within my retirement budget?

Taking a few minutes to review your coverage now can help you avoid surprises later and make more informed decisions for the year ahead.

10/15/2026

"Phil and Jesse have been wonderful, attentive, and very helpful in helping us gain the confidence to retire early!! Thank you both!" says Diane on Google

★★★★★ Phil and Jesse have been wonderful, attentive, and very helpful in helping us gain the confidence to retire early!! Thank you both!

10/12/2026

📢 Social Security's annual Cost-of-Living Adjustment (COLA) announcement is right around the corner.

Current projections suggest the 2027 COLA could fall between 3.1% and 3.6%, which could mean an extra $60 to $75 per month for the average retiree receiving a $2,000 benefit. If projections hold, it would be the largest increase since 2023.

💡 The key takeaway? Even modest benefit increases can add up over time. That's why it's important to regularly review your retirement income strategy and make sure your spending plan keeps pace with changing costs.

10/12/2026

"I've dealt with quite a few financial planners and I have to tell you I went to their seminar and was so extremely impressed that I absolutely invested with this company they never are too busy to answer your questions never too busy to meet with you very very happy. They will meet with you anytime anywhere which is very impressive." says Linda on Google

★★★★★ I've dealt with quite a few financial planners and I have to tell you I went to their seminar and was so extremely impressed that I absolutely invested with this company they never are too busy to answer your questions never too busy to meet with you very very happy. They will meet w...

10/09/2026

📅 With the final quarter of the year underway, now is a great time to make sure you're ending the year as strong as you started it.

Year-end planning can help retirees and those nearing retirement stay on track with their financial goals, review their income strategy, and prepare for the year ahead with confidence.

If it's been a while since you've reviewed your strategy, now may be a good time to schedule a conversation with a trusted financial professional.

A little planning today may help set the stage for a smoother tomorrow.

10/06/2026

🍁 Everyone has a favorite thing about fall, but choosing between these seasonal classics isn't always easy!

Whether you're spending the season with family, making memories with the grandkids, or simply enjoying the beauty of autumn, we'd love to hear your picks!

Drop your answers in the comments and tell us your favorite thing about fall. 👇

10/03/2026

💰 October is National Financial Planning Month.

A good financial plan isn't something you create once and forget. It should evolve as your life, priorities, and goals change.

Taking time to revisit your retirement goals each year can help ensure your financial strategy continues to support the future you envision.

09/30/2026

🍂 The leaves aren't the only thing changing this fall.

As another year begins to wind down, now is a great time to reflect on where you've been, where you want to go, and whether your retirement plan still aligns with your goals.

After all, retirement planning isn't something you do once. It's something you revisit as life changes.

💬 Is there anything you'd like to update or review before year-end?

09/28/2026

"Thinking about retirement can be stressful. Meeting g with both Ryan Kelly and George Markus has put some calm into this process. They are both extremely knowledgeable and takes their time explain the detail." says Chris on Google

★★★★★ Thinking about retirement can be stressful. Meeting g with both Ryan Kelly and George Markus has put some calm into this process. They are both extremely knowledgeable and takes their time explain the detail.

09/27/2026

If retirement planning had a tool kit, it would include a telescope and a microscope.

You need a telescope to keep your eyes on the horizon:
🔭Retirement goals
🔭 Future income needs
🔭 Long-term financial security
🔭 The legacy you want to leave

But you also need a microscope to focus on the details:
🔬 Spending habits
🔬 Savings strategies
🔬 Taxes
🔬 Market changes

The trick isn't getting caught up in every headline or market swing. It's making small adjustments when needed while staying focused on where you're ultimately headed.

The best retirement plans don't lose sight of either view.