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This week is Estate Planning Awareness Week. Are your beneficiaries up to date on everything, including your 401(k)s, IR...
10/19/2026

This week is Estate Planning Awareness Week. Are your beneficiaries up to date on everything, including your 401(k)s, IRAs, your insurance policies, and your estate plan? Life moves ahead, and it’s not always in a straight line. Don’t forget how important estate planning is in protecting your family, and be sure to make regular updates in cases of divorce or if family members pass away. Almost everyone needs an estate plan so that their wishes are documented!

To discuss tax-advantaged estate planning strategies, give us a call! You can reach us at 866-957-6006.

Disclosures: https://bit.ly/4jEILkL

📻🎙️Tune in to "Element Wealth Radio" with Jeremy Nelson for conversations about retirement income, investing, market tre...
10/16/2026

📻🎙️Tune in to "Element Wealth Radio" with Jeremy Nelson for conversations about retirement income, investing, market trends, and financial strategies designed to help you navigate your options.

Retirement planning has a lot of moving parts, but understanding the right elements can help you feel more confident about your financial future!

Catch new episodes Wednesdays at 9 a.m. or Sundays at 8:30 a.m. on WFMN 97.3 FM! Miss a show? No problem! Listen to past shows anytime here: https://bit.ly/4if1HFu

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those al...
10/15/2026

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those already on Medicare. Now is the time to check your plan for any changes in co-pays, deductibles, coverages, doctors, covered medications… and compare costs. You can switch to a different Medicare Advantage plan, go back to Original Medicare, add vision or dental, or make other choices for the 2027 benefit year. And remember, your Medicare premium is based on your income from two years prior.

Disclosures: https://bit.ly/4jEILkL

Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this,...
10/13/2026

Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this, especially as you get older. Fidelity’s newest projections are $185,500 needed during retirement for healthcare by the average person who has reached age 65. This includes Medicare premiums, copayments, deductibles, and other out-of-pocket costs, but does not include long-term care: https://bit.ly/46Z4bnT

Let’s talk about your retirement plan! Call us at 866-957-6006!

Disclosures: https://bit.ly/4jEILkL

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares ...
10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities: https://bit.ly/4rwu2No

Call us at 866-957-6006!

Disclosures: https://bit.ly/4jEILkL

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making...
10/06/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://bit.ly/3UYY7sL

Disclosures: https://bit.ly/4jEILkL

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively...
10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

We’re here to help. Call us at 866-957-6006!

Disclosures: https://bit.ly/4jEILkL

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to unc...
09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today at 866-957-6006 to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

Disclosure: https://bit.ly/4jEILkL

Address

800 Woodlands Parkway, Suite 201
Ridgeland, MS
39157

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16019576006

Website

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