Top Rank Advisors

09/15/2026

𝗦𝘁𝗮𝗿𝘁 𝗧𝗮𝗸𝗶𝗻𝗴 𝗖𝗵𝗮𝗿𝗴𝗲 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗙𝘂𝘁𝘂𝗿𝗲
B𝘆 𝗧𝗮𝗸𝗶𝗻𝗴 𝗮 𝗟𝗼𝗼𝗸 𝗮𝘁 𝗧𝗵𝗶𝘀 𝗔𝗿𝘁𝗶𝗰𝗹𝗲!

“𝗧𝗵𝗶𝘀 𝗶𝘀 𝗪𝗵𝗮𝘁 𝗖𝗮𝗻 𝗛𝗮𝗽𝗽𝗲𝗻 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻 𝗮𝗻𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗔𝗿𝗲𝗻’𝘁 𝗶𝗻 𝗦𝘆𝗻𝗰.” That’s the title of the latest article I helped write for Kiplinger, a leading source for investing, business, tax and personal finance news.

The title obviously is meant to intrigue, but more importantly, the article is intended to inform you of an issue that can be extremely important to your retirement goals and dreams. Check it out — and be sure to contact Top Rank Advisors if you have questions or concerns about your financial strategy!

Read the Article: https://www.kiplinger.com/retirement/estate-planning/importance-of-coordinating-financial-and-estate-plans

09/08/2026

𝗬𝗼𝘂 𝗖𝗮𝗻’𝘁 𝗔𝗳𝗳𝗼𝗿𝗱 𝘁𝗼 𝗠𝗶𝘀𝘀 𝗧𝗵𝗶𝘀 𝗔𝗿𝘁𝗶𝗰𝗹𝗲
- 𝗔𝗻𝗱 𝗡𝗲𝗶𝘁𝗵𝗲𝗿 𝗖𝗮𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!

Wondering about estate planning and how it may affect your retirement? You’re not alone.

Check out the latest article I helped write for business and personal finance news leader Kiplinger, “𝗧𝗵𝗶𝘀 𝗶𝘀 𝗪𝗵𝗮𝘁 𝗖𝗮𝗻 𝗛𝗮𝗽𝗽𝗲𝗻 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻 𝗮𝗻𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗔𝗿𝗲𝗻’𝘁 𝗶𝗻 𝗦𝘆𝗻𝗰,” then call Top Rank Advisors if you have additional questions. We’re confident you’ll be glad you did!

Read the Article:

Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.

05/29/2026

Exciting news! Ryan Polimeni has officially released his new book What’s Your Retirement Strategy? 📘 You can grab your own copy on Amazon, or reach out to us and we’ll get one in your hands. Your financial future deserves a solid strategy, start here!

04/30/2026

🎉 Congratulations to Ryan Polimeni on the release of his new book, What’s Your Retirement Strategy! 🎉

We’re incredibly proud of this huge milestone. Want to grab your own copy? Stay tuned details on how to get yours are coming soon! 📚✨

03/26/2026

The Clock is Ticking for Key Retirement Tax benefits.

Ryan Polimeni was featured in Kiplinger, breaking down the extra $6,000 deduction for those 65+ and the smart timing for Roth conversions.

Read it here! Also linked in Bio
https://www.kiplinger.com/taxes/tax-planning/take-advantage-of-retirement-tax-benefits-while-they-last

03/24/2026

Know Your Options, Time It Right, and Secure a Stronger Retirement
Note: This is an educational workshop; no products will be offered or sold

Reserve Your Seat Today – Space is Limited
https://registerandlearn.com/20260407walkerraymond/

What You'll Learn
When to claim Social Security to potentially maximize your monthly income

How your benefits may be taxed — and ways to minimize the impact

How working in retirement or claiming early could affect your benefits

What to know about spousal, survivor, and divorcee benefits

How Social Security fits into your overall retirement and tax strategy

Common mistakes retirees make when claiming — and how to avoid them

03/11/2026

Meet the Team here at Top Rank Advisors

We are a full-service financial firm for all professions in every phase of financial life. From accumulation to distribution, private sector to public sector, and more, we work to provide exceptional, personal service on every detail of your planning. We want you to know your plan, and we want you to live it to the fullest, above any noise and distractions.

02/20/2026

Thank you to everyone who joined us for our February Empower Conference!

We’re grateful for the energy, engagement, and support from everyone who attended. It was an incredible day filled with learning, and training.

Here are photos of all our amazing presenters from the event. Appreciate you all for being part of this empowering experience!

11/13/2025

The Clock is Ticking for Key Retirement Tax benefits.

Ryan Polimeni was featured in Kiplinger, breaking down the extra $6,000 deduction for those 65+ and the smart timing for Roth conversions.

Read it here!
https://www.kiplinger.com/taxes/tax-planning/take-advantage-of-retirement-tax-benefits-while-they-last

10/22/2025

Thank you to everyone who came to our October Impact Summit 🗻

We love every opportunity to bring our advisor community together, and this event is always a highlight. We’re truly grateful to work with such an incredible community of advisors who support and inspire one another.