Aaron Samuels - Tack Advisors

10/17/2026

Keep your devices current and protected. Software updates include essential security fixes that protect you from attackers.

10/12/2026

Simplify your cybersecurity with a strong password. Using a mix of upper and lowercase letters, numbers, and symbols is crucial.

10/07/2026

Multi-factor authentication can add an extra layer of protection for your online accounts. Use it to help keep data thieves at bay.

09/26/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

09/09/2026

Saving for retirement gets a lot of attention. Spending those savings can be just as important.

A recent survey found that only 31% of Americans know what “decumulation” means — the process of drawing down retirement assets over time.

That uncertainty may help explain why some retirees spend far less than they could. One report found that about one-third of retirees still had 100% or more of their initial retirement assets by their mid-80s.

For many people, the concern is not just having enough saved. It is knowing how to use those savings while accounting for healthcare costs, inflation, taxes, market changes, and longevity.

Common withdrawal guidelines, such as the 4% rule, may provide a starting point, but they do not account for every personal circumstance.

The transition from saving to spending can be both emotional and financial. After decades of building retirement assets, using them thoughtfully can take a different kind of confidence.


Source:

Many Americans spend decades saving for retirement, but lack a plan for using that money once they stop working, a new survey finds. Here's what to know.

08/18/2026

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/13/2026

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/08/2026

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/03/2026

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

07/15/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.