EGR Financial

10/15/2026

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forget-it attitude can cost you more than you think. Plans change, as does your health. Now is the time to re-shop your healthcare choices and ensure you’re enrolled in the plan that best fits your needs. Don't delay - Open Enrollment runs from October 15, December 7!

https://www.nerdwallet.com/article/insurance/medicare/best-medicare-advantage-plans

10/14/2026

Quick reminder: beneficiary designations can matter as much as your will. 📝

Consider reviewing them after life changes (marriage, divorce, new child, retirement) and at least once a year.

Need help organizing what to check on your accounts and insurance? We're happy to walk through it with you. ✅

10/12/2026

Happy National Farmer’s Day. 🌾

Farmers plan with patience: they can’t control the weather, but they can control preparation—soil health, diversification, and a steady routine.

Investing often feels similar. We can’t command markets, but we can focus on what’s in our control: a clear plan, appropriate risk, and staying disciplined through each “season.”

And a special thank-you to Matt—our very own farmer—for the daily reminder that good results come from consistency, not shortcuts. 🚜

10/06/2026

October is Breast Cancer Awareness Month. According to the CDC, each year in the U.S. about 42,000 women and 500 men die from breast cancer. Wearing pink is a small gesture, but it’s a good reminder to check in on what matters most—our health, our people, and the plans that protect them. 🎀

Think of it like tending a garden: a little steady maintenance now can make a big difference later.

A few practical “fall checkups” to consider:
• Schedule recommended screenings and annual visits
• Review beneficiaries on retirement accounts and life insurance
• Revisit your health care directive and power of attorney
• Make sure loved ones know where key documents are kept

Please consider joining us in donating to The Victory Center. The Victory Center celebrates victories large and small and helps them to continue to offer free services for cancer patients and their families. And every dollar donated stays right here in Northwest Ohio. 💗

Show your support and raise awareness this October!

10/02/2026

🍂 Come See Us at the Whiteford Fall Festival! 🍂

We’ll be at the Whiteford Fall Festival tomorrow, and we’d love for you to stop by and say hello! 👋

Cole will be at our booth to answer any questions you may have about EGR Financial and the wealth management and financial planning services we offer. We’ll also have some fun EGR merchandise to share and an opportunity for you to enter to win a “Taste of Toledo” gift basket! 🎁

📍 Stop by, meet Cole, grab some EGR merch, and enter to win!

See below for the time and location details. We hope to see you there! 🍁

10/01/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration!

What is your favorite thing about fall? Tell us in the comments below!

09/30/2026

This month has been all about life insurance awareness. Let's test your life insurance knowledge. Take our quiz and find out where you rank, and let us know how you scored in the comments below!

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

09/25/2026

How would your family’s quality of life be financially impacted by your absence? Life insurance can help prevent additional tragedies beyond your death. Call us today for a free analysis.

09/23/2026

Life changes fast—your life insurance should keep up. ✅

An annual review can help confirm your coverage amount, beneficiaries, and policy details still match your family’s goals.

If you’ve had a new job, marriage, grandchild, or mortgage, it may be time to revisit. We're here to help. 🤝

09/22/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!