Wells Financial Group, LLC

11/01/2026

Affordable Care Act Open Enrollment is now underway. Reviewing your coverage options can help ensure your health insurance aligns with your needs, budget, and goals for the year ahead.

10/31/2026

Don’t forget! Daylight Saving Time ends tomorrow! Make sure to set your clocks back one hour before going to bed tonight. Enjoy that extra hour of sleep!

10/31/2026

From all of us at Wells Financial Group, we wish you and your family a safe, enjoyable, and Happy Halloween! 🎃

10/28/2026

In the latest : Strong earnings meet rising costs. The next phase of the AI boom could get bumpy.

Read the full report: https://www.wellsadvisor.com/weekly-market-commentary-kf26a

10/26/2026

Year-end planning doesn't have to wait until December. Reviewing your finances now may provide more time to evaluate savings opportunities, tax considerations, and financial priorities before the year comes to a close.

10/23/2026

Could healthcare costs throw your early retirement plans off track?

Retiring before Medicare eligibility can create a healthcare gap that’s easy to underestimate. Changes to Affordable Care Act subsidies in 2026 could make planning ahead even more important.

In the latest Wells Workshop, Kevin covers:

🔹 Why the ACA subsidy cliff matters for early retirees
🔹 How retirement income can affect subsidy eligibility
🔹 Why the accounts you draw from can make a difference
🔹 How to plan for the years between retirement and Medicare

Don’t let an unexpected healthcare expense disrupt the retirement you’ve worked hard to build.

🎥 WATCH NOW: https://youtu.be/2CaNb1uwpG4

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You can behave your way to wealth.

Could your healthcare costs throw your early retirement plan off tr...

10/23/2026

A retirement that lasts 25-30+ years requires a different approach. This article explores how longevity risk can impact retirement income and why withdrawal strategies should evolve over time

Retirees may spend 30 years or more in their retirement, and therefore need a retirement plan that supports longevity.

10/19/2026

National Retirement Security Week is a reminder to check in on your retirement strategy. Reviewing your savings, income sources, and long-term goals can help you stay focused on the future.

10/16/2026

Could a market downturn early in retirement impact your plans?

In our latest video, Kevin breaks down:

✅ What sequence of return risk means
✅ Why timing matters in retirement
✅ Ways to prepare for market uncertainty

▶️ Watch our latest video: https://youtu.be/8utI1unP6yA?si=Tt3XizVZ5qIsRQOr

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🔔 Subscribe to our YouTube channel for more retirement planning insights.

Remember: You can behave your way to wealth.

Sequence of return risk can threaten even a well-planned retirement...

10/16/2026

Medicare changes in 2027 could affect more than your healthcare coverage. Read our latest article to see what may change and why it matters.

Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.