Inspired Wealth Planning - Griffin

10/16/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

10/15/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

10/14/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

10/13/2026

Most of us know the basics: save consistently, avoid emotional decisions, think long term.

Then real life happens.

Markets fall. A friend shares an investment idea. Spending creeps up. Fear makes us want to act. Excitement makes an opportunity feel more urgent than it is.

That’s where financial behavior becomes so important.

Knowledge can help you build a plan. Your habits, reactions, and decisions help determine how well you stick with it when circumstances change.

Sometimes the most valuable question isn't “What should I know?” but “How am I likely to respond when the decision gets difficult?”

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Inspired Wealth Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Inspired Wealth Planning and Kestra IS are not affiliated.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

10/12/2026

Register for our next webinar to hear from Kara Murphy as she share in-depth insights on market opportunities, economic trends, and the impact of interest rate hikes on the economy.

Date: October 29th
Time: 1:00 p.m. CT | 2:00 p.m. ET

Register here: https://kestrafinancial.zoom.us/webinar/register/WN_bD7oavqRRqykVwVSIKbTMw #/registration

10/12/2026

Hard work doesn’t go unnoticed. We are proud to celebrate Carlie Bo Hooper on her promotion to Director of Client Relations at our Griffin office! Carlie Bo brings dedication, positivity, and a genuine care for our clients to everything she does, and this next step is a true reflection of her hard work and commitment to our team.

We can't wait to see all that she accomplishes in this new role. Please join us in congratulating Carlie Bo!

10/09/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

10/08/2026

October is a time to recognize the strength, courage, and resilience of those impacted by breast cancer.

This month, we recognize those who are facing breast cancer, those who have come through it, and the loved ones standing beside them.

10/06/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

10/05/2026

Amy Dunham and Ricky Smith, Partner in the Cordele office, were panelists at the Sun City Peachtree Savvy Senior event on September 23, hosted by the Georgia Secretary of State’s Office.

It was a great opportunity to be part of an important conversation and connect with members of the community.