Pursuit Wealth Group

10/16/2026

🚨 Social Security Update 🚨
The 2027 Cost of Living Adjustment has been announced at 3.6%. Let’s see how it fits into your overall retirement income strategy.

10/14/2026

Upcoming Custodian Conversion.

09/15/2026

Understand the opportunities, risks, and tax implications of equity awards, so you can make informed decisions and build long-term wealth.

09/11/2026

A profits interest can be a powerful wealth-building tool. With a timely 83(b) election, future growth may be taxed at long-term capital gains rates instead of ordinary income rates. In this video we explain why that distinction matters.

Full Video: https://youtu.be/edw_faQNlwk

09/03/2026

The price you see on the shelf may not be the exact amount you pay at checkout.

With penny production ended, some merchants have started rounding cash purchases up or down to the nearest nickel. Depending on the total, that could mean a few cents more or a few cents less.

Paying by credit card may come with another wrinkle. Some retailers and service providers are adding surcharges to help offset card processing costs, which may increase the final price.

That means the same purchase could cost slightly different amounts depending on whether you use cash, debit, or credit.

Before you pay, take a second to compare the total for cash, debit, and credit so you know which option makes the most sense for that purchase.


Source:

More merchants are rounding change for cash purchases to the nearest nickel due to the end of penny production, or adding surcharges to credit card transactions.

08/28/2026

Navigating Social Security and Medicare enrollment can feel overwhelming, but you don't have to do it alone. We help guide our clients through the process by connecting them with trusted specialists at Ash Brokerage through Commonwealth for guidance on enrollment options, timelines, and important decisions. Our goal is to help make the process as smooth and stress-free as possible.

08/25/2026

Helping you navigate today while planning for tomorrow.

08/20/2026

Want to know the secret to a healthier retirement? It starts with small, consistent habits. We discuss how the same discipline that builds long-term financial success can also improve physical fitness. Start practicing healthy habits today to strengthen both your health and your financial future.

Full Video: https://youtu.be/t-8nL1XP5JY

08/18/2026

Traditional IRAs can be powerful retirement savings tools, but many retirees are surprised when withdrawals create larger tax bills than expected.

Required Minimum Distributions, Medicare premiums, and Social Security taxation can all be affected by how and when you withdraw your retirement savings.

Planning today may help reduce taxes tomorrow.

Full Video: https://youtu.be/HB2wFyLUi8M

08/10/2026

Planning, brainstorming, and building better solutions. These moments of collaboration help us stay innovative, informed, and focused on what matters most: helping our clients make confident financial decisions.