Assembly Wealth

Your goals, passions, and dreams aren’t generic. Neither is our approach.

08/28/2026

Think retiring early is just about hitting a target savings number? Think again. 🛑

Many aspiring early retirees overlook landmines that can drain their wealth prematurely. Before you hand in your notice, stress test your budget and make sure you have a plan to pay for healthcare before Medicare kicks in and know the optimal time to take Social Security.

Click the link in the comments to review our financial readiness checklist for early retirees.

08/17/2026

A structured settlement can provide long-term financial security, but only if it's designed with your future in mind. Many people assume the settlement consultant handles everything. And many people end up bankrupt.

A fiduciary financial advisor can help ensure your settlement covers your current and future medical expenses, retirement, legacy and long-term financial goals.

A structured settlement isn't just about how much money you receive. It's about making sure that money lasts. If you or someone you know is receiving a structured settlement, please click the link in the comments for more information.

08/12/2026

Thinking about a 529 Plan to save for a child’s education? Click the link in comments for important considerations and answers to FAQs

08/11/2026

The best-laid estate plans can be undone by an outdated beneficiary designation or by naming a trust as the beneficiary rather than an heir. Click the link in the comments to ensure your estate plan is set up correctly.

See link in comments…

08/07/2026

Dreaming of retiring early? 🌎🏖️ The right strategy can help you get there sooner. Our latest article explains:

✔️ The importance of investing early and consistently
✔️ Emergency funds for workers vs. retirees
✔️ Why you should consider an HSA
✔️ The IRS Rule of 55
✔️ Whether retiring overseas makes financial sense

… and more
Click the link in the comments to take your first step toward early retirement.

08/06/2026

Retirement planning has long come with a familiar set of “rules of thumb”: withdraw 4% a year, plan to live until age 95, assume you’ll only need 80% of your working income, pay off your mortgage early, and invest 100 minus your age in stocks.

They’re simple. They sound responsible. They also don’t always hold up in today’s world.

In our latest article, we analyzed five retirement rules that warrant reconsideration. One should be retired completely, and the other four depend on your goals, timeline, and risk tolerance. We also explain why a one-size-fits-all approach can miss the details that matter most, like taxes, health care, and how long your money may need to last. Link in the comments.

07/22/2026

💰Direct Indexing vs. Buying an Index Fund: 💰 With direct indexing, you own individual stocks.

Which means you can:
🚫 Exclude industries that do not align with your values
💡 Harvest stock losses and potentially reduce your tax bill
🚨 Avoid becoming overexposed to a single sector or stock
(beneficial if you own a lot of stock in one company, such as your employer)

A financial planner can help you transition your existing holdings into a customized portfolio benchmarked to an index of your choosing. Click the link in the comments to learn more.

07/17/2026

Financial scams are more sophisticated than ever, but a little knowledge can go a long way. Here are the top 5 scams we’re seeing right now:

📃 In-person scams where fraudsters go door-to-door
⚡ Cryptocurrency scams where victims get a few wins before losing it all
💲 Exclusive, private investments with guaranteed returns
🛑 Fake tech support calls and pop-ups
🚨 SIM-swapping attacks that hijack your phone number

Our full article explains how each scam works and how to protect yourself and vulnerable loved ones.

👉 Click the link in the comments to read more.

07/08/2026

Trump Accounts are designed to help kids build long-term wealth. They offer tax-deferred growth and even a $1,000 government “jumpstart” for eligible children.

However, there are also strict investment rules, potential tax implications and situations where other options, such as a 529 plan, may be more effective.

👉 Before you decide to open a Trump Account, click the link in comments to read all the pros and cons.

07/06/2026

If you plan to (eventually) move into a 55+ community or retirement home or are exploring options for a loved one, check out our latest blog post. Click the link in the comments below.

Address

319 Miller Avenue
Mill Valley, CA
94941

Telephone

+14155417774

Website

http://letsassemble.com/

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