Santoro Financial Planning Group

10/12/2026

🌎 Today, We Recognize Columbus Day & Indigenous Peoples’ Day

It's an opportunity to reflect on the history, cultures, contributions, and experiences that have shaped our communities.

At Santoro Financial Planning Group, we believe every person’s journey is unique—and that understanding where we’ve come from can help shape where we’re going.

Wishing everyone a meaningful day of reflection and appreciation.

10/05/2026

NOW IS THE TIME! 🍂

Don’t wait until December—or even April—to get your financial house in order. A little planning now can help you head into year-end with greater clarity and confidence.

✅ Review capital gains projections
✅ Start current-year tax planning — don’t wait until April!
✅ Review and update beneficiaries
✅ Organize important financial documents
✅ Check your account statements
✅ Update passwords and account security
✅ Review subscriptions and recurring expenses
✅ Revisit your financial goals

📅 The calendar may say October, but there’s still time to make meaningful financial moves before year-end.

Let’s make the most of the months ahead!

09/28/2026

Is it Open Enrollment time with your Employer? 🩺💰

It’s easy to simply re-enroll in the same benefits each year—but life changes, and your benefits should keep up.

Before you hit “submit,” take a few minutes to review:
✔️ Health insurance options
✔️ HSA/FSA contributions
✔️ Retirement plan contributions
✔️ Life & disability insurance
✔️ Beneficiary designations

A few thoughtful choices during open enrollment can help keep your workplace benefits aligned with your overall financial plan.

Not sure what to review? We’re here to help you look at the bigger picture.

508-286-7900
www.santorofpg.com

09/22/2026

09/13/2026

❤️ Happy Grandparents Day!

Grandparents have a way of teaching us lessons that stay with us for a lifetime—from saving for a rainy day to living within your means, giving generously, and appreciating what you have.

Some of the best financial lessons aren’t found in a textbook. They’re passed down through stories, experiences, and everyday wisdom.

Today, we’re celebrating the grandparents who remind us that building a meaningful financial future is about more than money—it’s about the values we carry forward.

What’s a money or life lesson your grandparents taught you? 💭

08/24/2026

It’s officially the Dog Days of Summer! 🐾☀️

While our four-legged friends are busy enjoying the sunshine (when not in the office "working"!), we’re taking a moment to appreciate the simple things—long walks, sunny days, and plenty of time with those who make life a little more fun. ❤️

And just like our pups remind us, the best things in life aren’t always about the bottom line. A good financial plan can help make room for the people, pets, and experiences that matter most. 🐶💰

Wishing you and your furry family members a happy (and slightly lazy!) end to summer!

08/17/2026

Giving Back Matters 🤝

Today is National Nonprofit Day—a great reminder that strong communities are built by people and organizations willing to give their time, resources, and support to causes that make a difference.

As financial planners, we believe financial wellness extends beyond building personal wealth. It’s also about having the ability to give back and support the causes that matter most to you.

Whether you volunteer, donate, serve on a board, or simply spread awareness, every contribution can make an impact.

Today, we’re celebrating the nonprofits and community organizations working every day to make a difference. ❤️

08/11/2026

🎒📚 Back-to-School Season Is Here! Yikes!!!

Between new backpacks, sneakers, notebooks, laptops, and everything in between, back-to-school shopping can put a serious dent in the family budget. 💸

A few ways to keep costs under control:
🛍️ Compare prices before you buy
✏️ Reuse supplies you already have
💰 Look for sales, coupons, and student discounts
📋 Stick to the list—and avoid the extras that aren’t necessary

And if you have a college-bound student, don’t forget the FAFSA! 🎓 The 2026–27 FAFSA deadline is June 30, 2027, but many colleges and states have earlier deadlines. Completing it early may help you maximize your eligibility for financial aid.

A little planning now can go a long way toward keeping education costs manageable.

Need help making education expenses part of your overall financial plan? Let’s talk!

07/31/2026

Thinking about tapping your retirement fund? Think again.

07/28/2026

On Monday, June 8, 2026, we were pleased to be a Tee Sponsor at the 18th Annual Joe Andruzzi & Friends Golf Tournament at Black Rock Country Club.

We are proud to continue supporting the Joe Andruzzi Foundation as part of our commitment to giving back to our community. Together, we can help raise critical funds and awareness to bring hope, support, and smiles to New England cancer patients and their families.