Ben Hintz at Angelo Planning Group, LLC.

08/12/2026

Your retirement isn’t one big decision—it’s a series of age‑based milestones. From catch‑up contributions at 50 to Medicare at 65, each age unlocks a new move. Explore the key ages to know and the moves to consider along the way. https://bit.ly/462whOd

07/28/2026

Teaching kids about money doesn’t require a formal lesson. Everyday choices can help them practice budgeting, saving, and decision-making in ways that feel natural.

💬 Talk openly: Discuss costs, household budgets, and needs versus wants during grocery trips, shopping, or meals.
🎯 Make goals visible: Use jars or trackers to show progress toward something meaningful, such as a bike or video game.
🤝 Let them learn: Give kids small amounts to manage, then talk through mistakes without judgment or immediately bailing them out.

Explore more practical ways to raise financially confident kids: https://bit.ly/4wWQbG2

At the grocery store, Jamie Corum sets a two-minute timer for her 10-year-old daughter to look around. Then she resets it to 10 minutes so her daughter

07/20/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades. https://bit.ly/4vz3VpC

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

07/07/2026

World Cup season is a reminder that great teams are built with intention. The same is true of your financial plan. Emergency savings, insurance, debt strategy, investing, taxes, and long-term goals each play a role. Do you have every position covered?

06/29/2026

Living together but not married? Proper planning now can protect and ensure your wishes are honored.

Update beneficiaries on all accounts
Create a will that names your partner
Establish financial & medical POAs Learn the 3 documents every unmarried couple needs now.
Don’t let the courts decide—click to learn how to protect your partner.

Source: https://bit.ly/wxagfdM

For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety net' that their married peers get.

06/22/2026

Think estate planning ends with a will? Think again. Trusts aren’t just for the ultra-wealthy—they can simplify your legacy, protect assets, and keep family affairs private. Three things to know:

Revocable trusts offer control and flexibility butdon’tshield assets from taxes or creditors.
Irrevocable trusts reduce taxes and protect assets, but you give up control onceestablished.
The right trust depends on your goals—privacy, protection, or tax strategy.
Source: https://bit.ly/relkTu

Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.

06/17/2026

Gen Z may be delaying traditional milestones, but they’re becoming the generation most on track for a secure retirement. This success is largely attributed to auto-enrollment, early savings habits, and decades of compounding. See why their head start matters: https://bit.ly/awyuM

A higher share of Gen Z is on track to be ready for retirement at age 65 than any other adult generation, and time isn't the only factor on their side.

06/11/2026

Retirement may feel far off, but a few focused moves this month can make a bigger difference than you might think:

Put more away now: Even a small 401(k) contribution increase gives your money more time to compound, and catch-up contributions can help savers 50 and older do more.
Get organized: Paying down high-interest debt, rolling over old accounts, and automating savings can make your plan easier to manage.
Plan for income: As retirement gets closer, shift focus from simply building wealth to knowing where monthly income may come from later.
See eight moves financial advisors recommend making this month: https://bit.ly/3S0ENtG

It's easy to put off retirement planning, even when you're within a decade of that date. But you don't need a complicated strategy to strengthen your plan.

06/08/2026

Some Gen Zers are opening the door to homeownership earlier than expected, even in a tough market. Here are a few things they’re doing differently:

Save with purpose: Some younger buyers are cutting costs, living at home longer, or saving aggressively to build a stronger down payment.
Think beyond major cities: More affordable markets can make buying realistic when larger metro areas feel out of reach.
Use every available tool: Down payment assistance, careful student loan decisions, and early financial planning may help improve readiness.
See what future buyers can learn from today’s young homeowners: https://bit.ly/4vtMzL3

Gen Z homeowners now outpace millennials at the same age. They're more likely to be single and less likely to use help from parents.

06/03/2026

Retirement planning gets harder when common myths make it seem one-size-fits-all. Here’s how to keep misconceptions from derailing your financial future:

Look beyond one “magic number”: Your needs depend on lifestyle, location, housing costs, and income sources like savings, pensions, or part-time work.
Know what benefits cover: Social Security may not replace a full paycheck, and Medicare may not cover premiums, prescriptions, dental, vision, or long-term care.
Stay flexible: Changes to inflation, healthcare needs, market shifts, and lifespan can all affect your plan over time.
See which retirement myths could be shaping your expectations and what to do instead: https://bit.ly/4uD4Cyj

Retirement is the ultimate financial goal many people plan for, yet it is surrounded by confusion and misinformation. Advice passed down from previous generations does not always match today’s reality. Many Americans are uncertain of how much they truly need to save before they quit their day job....