Frank Buchanan of Gateway Financial Partners

06/04/2026

Timing your Social Security benefits is one of the biggest retirement decisions you’ll make.

Kiplinger breaks down the pros and cons of waiting until age 70 to claim, from higher monthly checks to potential tradeoffs.

https://www.kiplinger.com/retirement/waiting-until-70-to-claim-social-security-pros-and-cons

Waiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.

05/19/2026

Inflation erodes purchasing power over time by increasing the prices of goods and services, meaning that the same amount of money buys fewer items than before.

05/11/2026

Financial security starts with small, smart choices today. How are you preparing for your future?

05/07/2026

Credit cards, student loans, mortgages...how do you tell the good from the bad? Understanding the differences is key!

https://www.experian.com/blogs/ask-experian/good-debt-vs-bad-debt-whats-the-difference/

Learn about the difference between good versus bad debt, examples of each and how to avoid bad debt, plus tips on how to pay off high-rate balances.

04/30/2026

A lower APR on loans = less interest paid. A higher APR on savings = more money earned.

Understanding it is key to managing debt and growing wealth.

04/23/2026

Budgeting doesn’t have to be complicated. This simple five-step approach can help you get started and stay on track.

https://www.nerdwallet.com/article/finance/how-to-budget?trk_channel=web&trk_copy=How%20to%20Budget%20Money%20in%205%20Steps&trk_element=hyperlink&trk_elementPosition=2&trk_location=PostList&trk_subLocation=chevron-list

04/14/2026

High fees can eat into returns over time. Check your accounts to ensure you're not overpaying.

04/09/2026

Annuities aren’t always set-it-and-forget-it. Periodic reviews can help ensure they still fit within your financial picture.

https://www.kiplinger.com/retirement/reasons-it-may-be-time-for-an-annuity-refresh

Because of higher interest rates, inflation and newer annuity products, you could get a better deal today. Don't wait, though: Interest rates could start falling.

04/06/2026

Health, disability, and life insurance help protect your financial and retirement goals.