The Lomax Coale Group at Morgan Stanley

The Lomax Coale Group at Morgan Stanley Financial Advisors at Morgan Stanley

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
06/02/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/a6316Q

05/11/2026

Estate planning isn't just for the wealthy—it's for anyone who wants to protect the people they love and make things easier during a difficult time.

A few reasons it matters:
1. Your wishes are clear: Who receives what, and when.
2. You choose decision-makers: Naming an executor, guardian for minor children, and health care/financial decision-makers if you're unable to act.
3. It can reduce stress and delays: Helping loved ones avoid confusion, conflict, and unnecessary court involvement.
4. It helps protect your legacy: Coordinating beneficiaries, accounts, and key documents so your plan works the way you intend.

If you haven't reviewed your plan recently, consider this a friendly reminder—life changes (marriage, divorce, new child, new home, new job) are good times to update it.

If you'd like a simple estate planning checklist to help you get started, send me an email at [email protected]

05/01/2026

Retiring before 65 is a goal for a lot of people but healthcare costs are often underestimated. Without Medicare, private healthcare can be one of your biggest expenses. Planning ahead for that expense can make a difference between a smooth early retirement and unexpected financial strain. If early retirement is on your radar, it's worth having a plan in place so there are no surprises.

More exciting news! Please join me in congratulating Sadee Snedigar on her promotion to Wealth Management Associate! Sad...
05/01/2026

More exciting news! Please join me in congratulating Sadee Snedigar on her promotion to Wealth Management Associate! Sadee's passion for growth and her willingness to invest in others have made a lasting impact on the complex and is one of the many reasons she received this promotion.

We take pride in being a team that never settles, constantly pushing ourselves to grow, improve, and succeed. We are proud of you Sadee!!

Big congratulations to Anitra Smith on passing her Series 66 yesterday!!This is a huge accomplishment and officially mak...
04/22/2026

Big congratulations to Anitra Smith on passing her Series 66 yesterday!!

This is a huge accomplishment and officially makes her fully licensed. This is a testament to her hard work, dedication, and commitment to growing in this industry.

We are excited to see all the great things ahead for you, Anitra!

04/13/2026

One of the most common mistakes I see is people waiting until retirement or right before to start putting a plan together.

The problem is, by then, a lot of best opportunities are already behind you. When you plan years in advance, it opens the door to strategies that simply aren't available last minute.

The earlier you start, the more options you have and the better positioned you'll be over time.

If you have been putting it off, now is a great time to start the conversation. Even a simple plan today can make a big difference down the road.

Happy Birthday Maury! Your commitment to serving clients and supporting our team makes a difference every day. Wishing y...
03/31/2026

Happy Birthday Maury!

Your commitment to serving clients and supporting our team makes a difference every day. Wishing you a fantastic birthday and a great year ahead.

03/23/2026

Did you know that the average 65-year-old retired couple is expected to need over $300,000 in today's dollars for health care expenses in retirement?

Have you thought about how that fits into your overall financial plan?

The right strategy today can make a big difference in how prepared and confident you feel tomorrow. If you want to discuss this more or have not reviewed your strategy recently, now is great time to start. Reach out to us and let's make sure your plan is built to support the future you want.

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
03/12/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aQiOnw

Address

11 North Water Street Suite 16290
Mobile, AL
36602

Telephone

+12514702315

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