Catalyst Wealth Advisory

06/04/2026

Retirement Tip: Know which accounts your retirement income will come from — and in what order. Different accounts are taxed differently, which can affect how long your money lasts.

06/04/2026

Knowledge is one of the most powerful investments you can make.

Join us at one of our upcoming financial education seminars on the Coast of Mississippi or Daphne, AL to learn strategies for retirement, wealth preservation, and creating a plan for your financial future.

Want more information about upcoming events? Call us at (228) 285-0062

06/02/2026

When was the last time you updated your passwords? 🔐 If it’s been a while… today’s a good day to start.

June is Internet Safety Month—a great reminder to create stronger passwords, update privacy settings, and stay alert to potential scams.

Taking a few proactive steps now can go a long way in protecting what matters most.

05/31/2026

📖 Ever heard the advice, “Don’t judge a book by its cover?” The same idea applies to retirement.

Your plan may look great at first glance, but inside it could hide gaps and shaky assumptions, and include chapters that don’t fully account for taxes, income needs, or how long retirement may last.

We’re here to help strengthen the storyline so your retirement plan tells a story worth reading.

05/28/2026

This or That: Retirement Edition

🗺️ Explore new places
📖 Catch up on books and hobbies

Retirement should fit your lifestyle. Whatever your ideal days include, we’re here to help create a plan that supports it.

05/26/2026

⏳ The first year of retirement can feel like a learning curve.

New freedom, new routines, and new spending habits don’t always match expectations right away. Some retirees overshoot, others pull back too far — and many need time to find their comfort zone.

That’s where a spending plan (instead of a rigid budget) can help, offering structure without taking away flexibility.

👉 Learn more about why the first year of retirement sets the tone here:

The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.

05/25/2026

Honoring the heroes who served and sacrificed for our nation. We remember them today and every day. 🇺🇸

05/23/2026

Retirement Q&A ❓
On average, Social Security is designed to replace about how much of pre‑retirement income?

Swipe for the answer! 👉

05/20/2026

Today is National "Be a Millionaire Day." 📆

Retirement myth: You need $1,000,000 to retire.
Reality: You need clarity, confidence, and a plan that fits YOUR life.

Retirement isn’t one‑size‑fits‑all, and it’s definitely not defined by a single number. Having a trusted financial advisor by your side to support your plan? That's the real wealth. 👏

05/18/2026

💡 Retirement Word of the Day: Distribution Rate

Definition: The percentage of retirement savings withdrawn each year to generate income during retirement.

Why It Matters: Choosing a sustainable distribution rate helps balance current income needs with keeping savings on track for the long term.