SELF Wealth, LLC.

09/05/2026

Could your estate plan unintentionally create conflict for your family?

Some of the most common estate-planning mistakes include:
❌ Not updating your plan after major life changes
❌ Surprising heirs with unexpected decisions
❌ Ignoring family dynamics
❌ Choosing an executor who may create tension among beneficiaries

A well-designed estate plan can help ensure your wishes are carried out while reducing the likelihood of misunderstandings or disputes.

When was the last time you reviewed yours?

09/04/2026

Retirement planning shouldn't be one-size-fits-all. The Do Something Plan separates income, growth, and protection—so each part of your portfolio has a purpose. If you're not using certain assets, there may be a better way to position them. Let's talk about it.

A smarter way to structure income, growth, and protection.

09/03/2026

What's one thing from the past that should make a comeback?

Maybe it's drive-in movie theaters, handwritten letters, family dinners around the table, or simply a slower pace of life.

Retirement often gives us a greater appreciation for the moments, traditions, and experiences that mattered most.

If you could bring back one thing from the good old days, what would it be? Share your answer below. 👇

09/01/2026

Thinking about relocating in retirement?

You have to consider more than just the cost of the house... 🏡

Taxes, healthcare coverage, insurance, utilities and even everyday expenses can look very different once you've settled in.

Sometimes the hidden costs are the ones that matter most.

08/29/2026

🎾 What do the US Open and retirement planning have in common?

Both reward patience.

The best tennis players spend years preparing for a few days of competition. Likewise, retirement is often the result of years of saving, planning, and staying committed to the process.

Let us know who you're rooting for in the comments below! 👇

08/28/2026

What if the assets you're not using today could help you leave more behind tomorrow? The right strategy can: ✅ Put idle dollars to work ✅ Help reduce tax impact ✅ Support your long-term care plan It's not about doing more—it's about doing the right things with what you already have.

Use what you have to support care, taxes, and legacy.

08/27/2026

Summer may be winding down, but the adventures don't have to. ☀️

One of the best parts of retirement is that travel doesn't have to be limited to just one season. From beach escapes to mountain retreats and everything in between, the possibilities are endless.

If you could book one retirement trip today, where would you go? 🌎

08/24/2026

Your future self might be counting on these 4 moves: 👇

✅ Contributing more to retirement accounts
✅ Capturing every dollar of your employer's 401(k) match
✅ Using catch-up contributions after age 50
✅ Taking action instead of waiting for the "right" time

The biggest retirement advantages often come from the habits and decisions that happen years before retirement arrives.

08/21/2026

This National Senior Citizens Day, we're celebrating the wisdom, experiences, and contributions of older adults who have helped shape their families, communities, and future generations. 👨‍👩‍👧‍👦

If you could go back and give your younger self one piece of retirement planning advice, what would it be? Would you save more? Start earlier? Worry less?

Share your advice in the comments. Your insight could help someone else prepare for the future. 💭