Ness Financial Group

05/30/2026

–If you’re searching online for answers in regard to what does and does not cover, be careful of Medicare scams. Learn more: https://nessfinancial.com/protect-yourself/
Looking out for you!

How can you protect yourself from potential Medicare related scams while searching for information online?

05/28/2026

Do you use a safe-deposit box? Are you considering renting one? Test how much you really know about them here: https://www.aarp.org/money/personal-finance/safe-deposit-box-quiz/?src=psn
Always here to help!

When — and when not — to use them

05/25/2026

Honoring those who served this

05/22/2026

Many retirees are unaware of how their benefits will change if their spouse passes away. Learn more here: https://nessfinancial.com/spouse-passses-away/

How will it affect your social security benefits if your spouse passes away before you? What can you do to prepare?

05/20/2026

Retirees have been living longer–is your strategy designed to last three decades or longer? Learn more here: https://money.usnews.com/money/retirement/articles/a-retirement-plan-for-the-longevity-age

05/16/2026

As you’re approaching , it’s a good idea to inform your adult children of what your overall strategy is. Learn more on our blog: https://nessfinancial.com/trust/

As you get closer to retiring, it may be a good idea to inform your adult children of what your overall strategy is.

05/14/2026

–what retirees need to know: https://www.kiplinger.com/retirement/retirement-planning/hantavirus-what-retirees-need-to-know-before-boarding-a-cruise-ship-this-summer

Be safe out there!

Are you taking a cruise this summer? Get the facts on the rare hantavirus outbreak and why experts say norovirus remains the bigger health threat for retirees.

05/10/2026

from Ness Financial Group

05/09/2026

An may be a good option to consider during a time of financial transition. Learn more here: https://nessfinancial.com/financial-transition/

Fixed indexed annuities may serve as an excellent option to help you through a time of financial transition.

05/08/2026

What an unforgettable week in Scottsdale! 🌵☀️
So grateful to work alongside such an amazing team. We spent the week celebrating our success, strengthening friendships, and making memories that none of us will forget. From staying in a beautiful home surrounded by incredible desert views, to having a personal chef and assistant helping make the experience extra special, every moment felt surreal.
We packed the trip with adventure — riding ATVs through the desert, tackling a challenging puzzle ride together, cheering each other on at Medieval Times, exploring the incredible architecture of Taliesin West, and enjoying an amazing dinner at Mastro's Steakhouse. Of course, there was also plenty of time spent relaxing by the pool and soaking up the Arizona sunshine.
Beyond all the fun, this trip was a reminder of how powerful teamwork, hard work, and genuine connection can be. Feeling thankful for this team and excited for what’s ahead. 🖤