Excelsior Financial Group LLC

10/15/2026

We had a wonderful seminar last night at Doolittle's Woodfire Grill!

10/15/2026

Taxes and financial planning go hand in hand. 🤝 Proactive planning may help you anticipate potential surprises, though outcomes depend on your individual circumstances.

10/13/2026

Little habits lead to big results. 💡 Setting aside just 10 minutes a week to review your spending and savings may help you better understand your financial habits and identity opportunities to adjust your plan.

10/08/2026

October is National Financial Planning Month! 🍂 There’s no better time to dust off your goals, check in on your budget, and map out your financial future. What’s one money goal you’re tackling this month?

10/06/2026

Set it and forget it? Not quite! Over time, some investments grow faster than others, causing your asset mix to shift out of balance. Periodically reviewing and rebalancing your portfolio ensures your risk level stays aligned with your actual goals.

10/01/2026

Volatility is a normal part of investing, but panicking during market dips shouldn't be. A well-diversified mix helps cushion the impact of sudden market drops, giving you the peace of mind to stay focused on your big-picture goals.

09/29/2026

09/25/2026

we had a wonderful seminar last night!