Gladstone Wealth Partners - North Huntingdon

10/16/2026

The holidays are approaching quickly, and your to-do list is probably starting to grow. As you gather with family and friends this year, consider setting aside a little time to think about your estate plan.

A thoughtful estate strategy can reflect your values, protect your wishes, and support the people and causes that matter most to you.

We can help ensure your strategy remains aligned with your goals and supports those you care about. Ready to take the next step? Send us a message to schedule a conversation about keeping your financial and estate strategies aligned with your wishes.

10/14/2026

Medicare is only one piece of your retirement plan. Healthcare can be one of the biggest expenses in retirement—and Medicare may not cover everything. Premiums, deductibles, prescriptions, dental and vision care, and long-term care can all affect the income you’ll need.

We encourage you to consider healthcare costs alongside the rest of your retirement strategy. A few questions to think about:
• When and where do you plan to retire?
• How could healthcare expenses affect your retirement income?
• Does your plan leave room for costs Medicare may not pay?

The sooner you plan, the more time you may have to adjust your strategy and prepare for the unexpected. If you’d like to discuss how healthcare related costs may fit into your retirement income plan, we'd be happy to help. Send us a message or visit gladstoneNH.com to schedule a conversation.

10/13/2026

If you haven't seen our NEW website, go check it out!!

gladstoneNH.com

We’ve refreshed our website! These updates have made our site more user-friendly, so you can find the information and resources you need more quickly and easily.

We’d be so grateful for your help in a few simple ways:

• Please take a moment to visit our refreshed website and share your first impressions—we’d truly value your feedback.

• If you enjoy the new look and feel, we’d love for you to share the website on your social media or with a friend or family member who may find it helpful.

We hope these updates are helpful and show our constant effort of updating our resources to serve you well!

www.gladstoneNH.com

10/12/2026

10/08/2026

We’re honored to receive a review recognizing Jim and his trustworthy guidance. Helping clients feel informed, confident, and supported in their financial decisions is at the heart of what we do.

Ready to feel more confident about your financial future? Contact us today to start the conversation.

10/07/2026

Our office is growing! We are thoughtfully evaluating every potential candidate to ensure they’re a strong fit for our clients and team. If anyone comes to mind who is honest, hardworking, and experienced in investment advisory services—and who may be interested in joining a team of independent advisors—we’d be delighted to hear from you.

10/05/2026

The richest person in your town probably isn't a tech founder or someone in finance. It's more likely the dentist running four offices, or the owner of the HVAC company whose trucks are everywhere.

New research based on IRS and Treasury data, found nearly 5 million U.S. households worth at least $5 million, holding combined wealth more than 13 times that of the Forbes 400.

A few patterns stood out:
➡️Most started their business themselves rather than inheriting it
➡️Most run ordinary, brick-and-mortar businesses rather than tech or finance
➡️Independence mattered more to them early on than getting rich ever did

Case in point: Dick Portillo started a hot dog stand in 1963 with just $1,100. Decades later, he sold the business he'd built for $1 billion.

Building wealth often looks much more ordinary and attainable than the headlines suggest. If growing or eventually stepping back from a business is part of your picture, that's worth talking through together.

Getting rich in the U.S. is still possible, but the most common path to wealth doesn't involve working for other people, according to a new book.

10/01/2026

Don't forget if you need to make an appointment with our office, we offer online booking through OnceHub. This allows you to schedule an appointment online anytime.

Whether you prefer to meet in-person, via Zoom, or on the phone you can schedule online at oncehub.com/GladstoneNH.

Questions? Still prefer to book directly with us? Give our office a call at 724.515.2726.