Polychronis Financial Services

03/20/2026

Happy Spring everyone! We're looking forward to beautiful weather, outdoor activities, and open windows.
What are your springtime plans? ☀️💐

02/12/2026

If you are 65 and older, this article is for you!

Recent tax legislation included a new deduction for seniors but did not change the rules for taxing Social Security benefits.

12/23/2025

The stock market declined for most of last week, only to rally last Thursday and Friday. The last two weeks have been "catch-up" periods for the economy with the release of a large influx of economic data following the 43-day government shutdown. While last week started with heavy selling, particula...

12/18/2025

Here are six ways AI might affect the workplace in the next five years.

12/08/2025

Our office is ready for Christmas!

11/06/2025

Most Americans today are retiring in their 60’s, but life expectancy continues to rise as does inflation. Going into retirement without an income plan is extremely risky. We generate 30-year income plans for our clients going into retirement to show them how much income they can live off of, accounting for inflation, unforeseen expenses, and what they want to leave behind to their love ones.

10/06/2025

We got the office ready for Autumn just in time for the summer weather 🤦‍♂️

09/22/2025

The decrease to interest rates won’t happen overnight…but they are coming. Lock in your MYGA rates now: 2 year 5.15% - 3 year 5.25% - 5 year 5.50%
Fixed, guaranteed, compounding, tax deferred! Stefanie Ragonese

09/15/2025

This may be up to interpretation, but in the broad sense, NO! A vehicle is not an investment. We all know as soon as you drive a car off the lot it depreciates in value. Interest rates on a loan, maintenance costs, and fuel all add up to our vehicles being an expensive necessity. Often times we look at the vehicle we want, not the one we need. A big truck or SUV may look cool, but do you use it? That sweet sports car you always wanted is fun until you see the maintenance costs on German engineering. It is not hard to get approved for a loan these days and make our dreams a reality, but what is the long term cost? Financial success comes with discipline.

09/09/2025