Akamai Advisors

10/27/2026

Your financial life deserves more than a one-size-fits-all recommendation. At Akamai Advisors, we begin like an architect: by listening carefully, understanding the foundation, and creating a plan built around the life you want to live.

Our process is designed to bring clarity and confidence:

Discover — where you are now
Design — where you want to go
Deliver — your holistic financial plan
Dedicated — ongoing service and support as life evolves

Rather than pushing products, we take the time to understand your priorities and build a thoughtful strategy that feels personal, practical, and aligned with your goals. 🏡

Live Your Life, By Design. If you are ready for a conversation about your next steps, we would be honored to connect.

10/15/2026

Medicare Open Enrollment is October 15 through December 7. 🌿

This is a helpful time to review your plan notices, prescriptions, preferred providers, and expected out-of-pocket costs so you can make informed choices for the coming year.

For official Medicare information, visit Medicare.gov. Thoughtful healthcare planning can also play an important role in a holistic retirement plan. We are here to help you stay informed and plan with confidence.

10/06/2026

October is National Financial Planning Month, a helpful time to revisit the fundamentals of your financial plan, particularly when market volatility is on many investors’ minds.

At Akamai Advisors, we believe a steady, thoughtful strategy can help keep short-term market movement in perspective while staying focused on your long-term goals. Swipe through for planning reminders that may help you evaluate your next steps.

Please feel free to share these tips with someone who may find them useful. If you would like to review your current plan or discuss your strategy, contact our team.

09/30/2026

Will your future income keep pace with the life you are preparing for?

In October, the Social Security Cost-of-Living Adjustment (COLA) for 2027 will be announced.

The annual adjustment is designed to help benefits keep up with inflation, but the same principle can be applied more broadly.

Your retirement income may need to be adjusted as your life, expenses, and priorities change.

Healthcare, insurance, travel, home maintenance, and support for family members can all affect the income you may need to generate.

Ask yourself:

▪️ Has your expected retirement spending changed?
▪️ Are certain future expenses rising faster than you thought?
▪️ Does your income strategy account for inflation?
▪️ Are you strategizing for the lifestyle that you budgeted for years ago?

A thoughtful retirement income strategy should evolve as your life and expenses change.

09/29/2026

Life insurance beneficiary designations are an important part of helping ensure your assets are distributed according to your wishes. At Akamai Advisors, we encourage clients to review these designations regularly, especially after major life changes such as marriage, divorce, the birth of a child, or a change in estate plans.

A policy review can help confirm that your beneficiaries still reflect your intentions and that your broader financial plan remains aligned.

If you would like to review your life insurance policies or discuss your beneficiary designations, our team is here to help.

09/28/2026

What would you tell your 25-year-old self about money?

Getting insight from people who’ve been in your shoes can be powerful when you are young.

Here’s ours:

💡 Time is more powerful than timing.

At 25, it can feel like you have forever to start investing. But the biggest advantage you have isn't picking the perfect investment—it's giving your money more years to grow.

If we could go back, we'd say:

🔹 Start investing before you think you're "ready."
🔹 Build sound habits over chasing returns.
🔹 Lifestyle inflation is sneaky; don't let every pay rise become a spending rise.
🔹 An emergency fund isn't boring. It can help when you least expect it.
🔹 You don't need to know everything to get started.

What would you add?

Drop your best insight in the comments. Someone who's 25 today may need to hear it.

09/26/2026

September is Life Insurance Awareness Month, a timely opportunity to revisit what you know about life insurance and whether your current coverage still supports the people and goals that matter most.

Swipe through this month’s quiz to test your knowledge and learn a few important facts along the way.

If you have questions about life insurance or would like to discuss your coverage options, Akamai Advisors is here to help.

09/23/2026

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough to demand it. Investors weighed the cost to growth until solid retail data late in the week eased concerns. Swipe to learn more.

If you have questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

09/23/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

09/23/2026

📱 More and more people are now using AI for financial questions.

And with tools like ChatGPT adding bank account integrations, personalized financial guidance is starting to feel more accessible than ever.

So yes, AI can help organize information, model scenarios, and answer technical questions faster than most people could on their own.

BUT… financial insight isn’t just a math problem.

AI cannot talk to you about the pros and cons of making a portfolio adjustment when stock prices are falling. It might struggle to fully weigh your family dynamics, health concerns, risk tolerance, competing goals, or what will actually help you feel confident in your decisions.

🧠 That is where human guidance still matters.

Vanguard’s long-running Advisor’s Alpha research highlights behavioral coaching as one of the most valuable aspects of a relationship.

Not stock picking. Not market timing.

Helping people manage emotion when the stakes are high.

🤝 The future is not AI vs. financial professionals.

The future is for those who use better tools while still bringing judgment, context, and a real understanding of the person behind the strategy.