John “Travis” Hale, RSSA - Financial Strategist

John “Travis” Hale, RSSA - Financial Strategist San Diego–based RSSA helping families maximize Social Security, protect income, and build sustainable wealth. Education-first planning with WFG.

Book at travishale.biz/appointment John ‘Travis’ Hale is an RSSA and financial strategist based in San Diego, helping families and professionals optimize Social Security, protect income, and build sustainable wealth. As an educator with World Financial Group (WFG), I provide transparent, education-first planning to simplify retirement decisions and reduce financial stress. Whether you’re planning

your claiming strategy, exploring tax-aware retirement income, or protecting your family with risk-managed solutions, I’ll meet you where you are and guide you with clear, actionable steps. Book a consultation at travishale.biz/appointment or email [email protected].

Happy New Year and a New You in 2026.Monday, January 26th, I am proud to announce that the Free financial Education wor...
01/30/2026

Happy New Year and a New You in 2026.

Monday, January 26th, I am proud to announce that the Free financial Education workshops will start again.
WHERE: The National City Library.
WHEN: 6 pm till 7:15 pm Monday nights.
The BIG WHY: Becuase Financial Education is not a luxuary be a Necessity for everyone.
Cheers to a new beginning in 2026! 🎉

Kick off your year by prioritizing your financial wellbeing. Our complimentary Financial Education workshops are back at the National City Library starting Monday, January 26th. Join us each Monday from 6:00 to 7:15 pm and gain the tools you need to make informed financial decisions. Remember, financial literacy is a necessity for everyone, not just a privilege.

Take the first step—save the date, bring a friend along, and secure your spot by registering on the National City Library website. Let’s make 2026 your most successful financial year yet!

01/30/2026

Alright, friends. The news is buzzing about tax season opening and that Social Security "raise." I’ve run the numbers, and here is the reality check for your wallet.

Don't let the headlines fool you—you need to watch the fine print this month.

Here’s the breakdown:

👵 FOR OUR SENIORS: You heard about that 2.8% Social Security COLA raise, right? It averages out to about $56 extra a month. But wait—Medicare Part B premiums just jumped up to nearly $203 a month. The real result? For most folks, that "raise" is actually closer to $38 a month after Medicare takes its share. That barely covers the extra cost of groceries, which are still up 2.4%.

👷‍♂️ FOR WORKERS & FAMILIES: The new tax bill promises no taxes on overtime and tips. That could mean a huge refund. The catch? You need to look at your W-2 RIGHT NOW. If your employer lumped your overtime pay in with your regular wages instead of separating it out, you might not be able to easily claim that tax break without risking an audit. Check Box 14.

Headline inflation looks better, but rent and food prices are stubborn. Keep your eyes open this filing season and make sure you get every dime you earned.

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