Rise Financial Group

Rise Financial Group Financial planning, offering actively managed investment portfoIios, IRA/401K/Rollovers, life, health

Financial planning, offering actively managed investment portfoIios, IRA/401K/Rollovers, life, health, dental insurance & help with Medicare Supplements.

Good Morning! 🙂 If you receive a pension from a job that didn’t require you to pay into Social Security, you might be ge...
02/19/2025

Good Morning! 🙂 If you receive a pension from a job that didn’t require you to pay into Social Security, you might be getting a pay raise! A new law rescinds two provisions that cut benefits for public employees or people with pensions from overseas companies. Call our office at 480-878-7444 today to see if you’re eligible for a higher Social Security benefit.
We are not affiliated with or endorsed by the Social Security Administration or any government agency.

Financial Literacy Basics"Set financial goals today—your future self will thank you."Set your financial goals now! Wheth...
01/10/2025

Financial Literacy Basics

"Set financial goals today—your future self will thank you."

Set your financial goals now! Whether planning a dream vacation or a secure retirement, clear goals provide motivation and direction. Prioritize saving and investing to turn your dreams into reality. Stay committed, track progress, and enjoy the journey toward financial success. Start today for a brighter tomorrow!
Call Rise Financial Group now, at (480) 878-7444 to set up an investment account, or start that retirement account, and start preparing for a lifetime of prosperity!

Happy New Year! Starting the year off with a new Financial subject, "Financial Literacy Basics"."Start small, dream big...
01/08/2025

Happy New Year! Starting the year off with a new Financial subject, "Financial Literacy Basics".

"Start small, dream big. Save consistently for a brighter future"

Staying diligent in saving for the future is essential for financial security and peace of mind. Start by setting clear goals and creating a realistic budget. Automate your savings to make it a consistent habit, and invest wisely to grow your wealth over time. Regularly review and adjust your plan to align with any changing circumstances you may experience. Remember, small, consistent efforts can lead to significant, long-term benefits, possibly ensuring a stable and prosperous future you and your family.
Let Rise Financial Group help you grow your savings and put a plan in place to prosper! Call our office at (480) 878-7444.

📢 Social Security Update!In 2024, those receiving Social Security benefits will see a 2.5% Cost-of-Living Adjustment (CO...
10/11/2024

📢 Social Security Update!

In 2024, those receiving Social Security benefits will see a 2.5% Cost-of-Living Adjustment (COLA) increase for 2025. the average SS payment for a 70 year old male is about $2,000 per month, so expect an additional $50 monthly, or $600 annually. The average SS payment for a 70 year old female is about $1,600 per month, so they would expect an additional $40 monthly, or $480 annually. This adjustment is designed to help retirees and other beneficiaries keep pace with inflation. While it may seem modest, it does provide additional financial support for everyday expenses like groceries, housing, and healthcare.

Social Security cost-of-living adjustments (COLAs) are based on readings from the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). It has long been a controversy that the CPI-W (versus the CPI-E) does not do a good job of capturing the costs retirees on Social Security face, as it underweights medical care and housing expenses, when calculating the final number.
Keep an eye out for your letter describing the increased amount in your monthly payments!

Also, for those who haven't started Social Security yet, we offer a Social Security Maximization report that can potentially capture thousands more in Social Security payments, just by using a few strategies with timing, when filing for your payment. Call our office for your no-cost, no-obligation report.

Office (480) 878-7444

Stay informed with Rise Financial Group! 🌟

NOTE: CPI-E is short for Consumer Price Index - Elderly, and CPI-W is short for Consumer Price Index - Worker.

MUST READ - 2025 MEDICARE INFO...More than 31 million retirees, or 51% of all eligible Medicare beneficiaries, are enrol...
09/19/2024

MUST READ - 2025 MEDICARE INFO...
More than 31 million retirees, or 51% of all eligible Medicare beneficiaries, are enrolled in a Medicare Advantage plan. If you are one of the 51%, big changes are coming to your Advantage plan in 2025. (If you are on a Med-Supp with a stand-alone Part D Drug plan, big changes there too).
Don't worry, if Rise Financial Group is your go-to for your Medicare plan help, we already have you covered! Over the past 45 days, we have been attending core Medicare meetings with Insurance Companies and local Primary Care Physicians offices, to find the best mix of service and benefits for you in 2025.
Don't be alarmed when you receive your Medicare-Advantage Plan (ANOC) Annual Notice of Change letter, if the benefits aren't attractive, or your (MOOP) Max-Out-of-Pocket numbers sky-rocketed and no longer look attractive to you, know that we work with more than 15 Medicare companies and are licensed in over 11 States. We will find you a great plan!
We see shake-ups pretty often in this industry, and the changes we are seeing for 2025 are due to the Inflation Reduction Act of 2022. These changes are great for some, but not for others. It is our goal to sit down with you during the Annual Enrollment Period (October 15-December 7, 2024) and make sure your current plan has the lowest cost coverage, that your medical costs are lowered and we keep a good dental benefit for you with 1st-dollar coverage.
If you are not currently getting help with Rise Financial Group, please send us a Message through Facebook Messenger and we will set up a time to get together and lower your Medicare costs, and increase your current benefits. You can also call our office at 480-878-7444. I look forward to helping everyone and seeing you all this Annual Enrollment Period! -Dan

Stamp Costs Continue to Rise! The price of stamps hasincreased from 68 cents to 73 cents, marking the sixth pricehike si...
07/23/2024

Stamp Costs Continue to Rise! The price of stamps has
increased from 68 cents to 73 cents, marking the sixth price
hike since January 2021, and the second hike in 2024. This is the first 5 cent increase since January of 2019.
First-class mail volume has plummeted from 27 billion pieces in July 2007 to just 900 million in June 2022, a 68% decline. Despite decreasing mail volume, USPS costs continue to rise, with factors like delivery density and retiree benefits contributing more to the recent price increase than inflation.

I have recently been on the "baking sourdough bread at home" kick! I have also been using many of King Arthur's treat re...
05/17/2024

I have recently been on the "baking sourdough bread at home" kick! I have also been using many of King Arthur's treat recipes. One of my favorites, which I made this past weekend, is the Chewy Chocolate Chip Cookie Bars, they are very good, give them a try. Recipe below. If you need help, call at (480) 878-7444!

https://www.kingarthurbaking.com/recipes/chewy-chocolate-chip-cookie-bars-recipe

Navigating your financial journey can be complex. Let us guide you to your financial goals with personalized retirement ...
05/16/2024

Navigating your financial journey can be complex. Let us guide you to your financial goals with personalized retirement advice and a no-cost planning session. Contact us today to get started! (480) 878-7444

May 8th is "No Socks Day". This is the day when people around the world enjoy the beautiful sand under their feet, enjoy...
05/08/2024

May 8th is "No Socks Day". This is the day when people around the world enjoy the beautiful sand under their feet, enjoying music and sharing the best moments with their friends. This is the day to free your laundry from a pair of socks. Forget those Birkenstocks and sock wearing fools of the Pacific Northwest, No Socks Day is your chance to let your feet fly free and your toes taste the tarmac. 🤪

DON'T FORGET! Mother's Day is right around the corner!!
05/07/2024

DON'T FORGET! Mother's Day is right around the corner!!

Address

3303 E Baseline Road #107
Gilbert, AZ
85234

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

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Our Story

Our mission statement at Rise Financial Group is to provide individuals the proper advice and tools to build their fiscal house in order for their portfolios to weather the elements of retirement. Just like the start of building a house, you must start with blueprints, or a strategy. You don’t build just one room and add more rooms later, you design the whole house at one time. And, just like building a home, a retirement income portfolio is comprised of a strong foundation, without a strong foundation, your fiscal house could come crumbling down. In the story of Little Red Riding Hood, which house stood the test of time? It is our goal to help build you a portfolio that will do the same... Using advanced planning software in our practice, we physically show you how we build an income strategy with success!