Asta Muldoon, CFP, MS, CDFA

06/08/2026

The right timing depends on several factors, including:
• Your retirement timeline
• Income needs
• Health considerations
• Marital status
• Other retirement assets

For some people, claiming earlier makes sense. Others may benefit from waiting longer.

It’s important to understand how Social Security fits into your broader retirement income strategy.
https://bit.ly/4xeWLZd

06/06/2026

She came. She studied. She conquered.

Huge congratulations to Eva for passing her Series 7 exam! After countless hours of studying, determination, and probably more coffee than she'd like to admit, she officially crushed it.

We're excited to celebrate this major milestone and can't wait to see what's next. Way to go, Eva!

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/05/2026

An inheritance can create both opportunities and important financial decisions.

Depending on the type of assets involved, there may be:
• Tax considerations
• Beneficiary rules
• Investment decisions
• Estate planning updates
• Long-term income implications

Before making quick decisions, it can help to understand how inherited assets fit into your overall financial picture.
https://bit.ly/4x8q3Zw

06/04/2026

06/04/2026

A reflection on Die With Zero and the idea of using money with intention—not just saving. It encourages thoughtful planning, asking when to enjoy what you’ve built, and aligning your financial decisions with the life you want today.
Legal file: 8737133

06/01/2026

The answer is different for everyone because retirement isn’t just about a number — it’s about lifestyle, goals, spending habits, healthcare considerations, and the type of retirement you want to create.

A retirement strategy should consider:
• Income needs
• Inflation
• Taxes
• Healthcare expenses
• Longevity
• Legacy goals

Retirement planning is personal, which is why individualized conversations matter.
https://bit.ly/4vqqlcS

05/28/2026

Taxes are often one of the more overlooked parts of financial planning.

The way assets are structured, distributed, or repositioned over time can have a meaningful impact on long-term outcomes.

That is why tax awareness remains an important part of broader planning conversations.
https://bit.ly/4afsbot

05/27/2026

If your retirement hinges on daily market swings, your plan may need a shift. This message highlights moving from accumulation to income—creating a strategy designed to support your lifestyle, reduce stress, and bring more clarity to retirement.

Legal file: 8724316