Family Focused Financial, Shelly Sypien

11/03/2026

Did you know your brain preferences play an important role in your life?

Understanding these preferences can provide valuable insights into a person's motivations, strengths, and weaknesses, which can help them make more informed decisions about their career, relationships, finances, and more. Recognizing and appreciating the unique ways in which my clients process information has improved my ability as a financial coach to help develop financial plans that motivate my clients to take action toward the lives they want to live.

10/31/2026

🎃👽It's that time of year again when the ghosts come out to play and the pumpkins light up the night! 👻Inspire a fellow ghoul! What is your most fun, weird, or memorable costume? Drop a photo or description!

10/29/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step. Let me help chase away the goblins!
https://calendly.com/ssypien/website-discovery-meeting

10/24/2026

Did you know? Reaching age 59½ marks a significant period in retirement planning with key considerations such as healthcare planning, IRA and 401(k) withdrawals, and tax implications. Understanding your options can help ensure a smooth transition into your retirement years. If you are approaching this milestone, I’m here to assist with any questions you may have.

Please feel free to reach out to discuss these topics further. https://calendly.com/ssypien/website-discovery-meeting

10/21/2026

When your portfolio value drops, what’s your gut reaction? Why?

Unpredictability in life is inevitable. But smart financial planning from an experienced professional can help you weather uncertainty. As a Credentialed Holistic Financial Coach, I listen to my clients’ fears and concerns without judgment and help them stay focused on their long-term goals. Building a trusted relationship with my clients has helped them feel more confident and comfortable in their financial decisions.

10/19/2026

The Social Security Administration has announced a 3.6 percent cost-of-living adjustment (COLA) for 2027, impacting nearly 72 million Americans receiving Social Security and Supplemental Security Income (SSI) benefits.1

If you have questions about the COLA, please reach out. If you have questions about Medicare, our office has some resources to point you in the right direction.

1. SSA.gov, October 14, 2026

10/15/2026

Medicare's Annual Open Enrollment Period is an opportunity to reassess your current coverage and identify potential areas for improvement.

Your health insurance in retirement should work to protect your financial wellbeing. I can point you in the right direction if you have questions or need help navigating the process 🤷‍♀️😕... please reach out!

10/12/2026

Did you know? October 12 is Old Farmers Day, a day devoted to old farmers and their farming techniques.🚜🌽 Is there an old farmer in your life? Take them out for breakfast and listen to their stories.👨‍🌾

10/09/2026

Approaching age 55?
It’s the perfect time to start refining your financial plans for retirement and beyond. It's good to know these key areas to focus on... (read more)

Planning for retirement at age 55

10/07/2026

Are you a saver or a spender?

Everyone has a different relationship with money. As a Credentialed Holistic Financial Coach, I take a comprehensive approach to financial planning by considering all aspects of my clients’ financial life, including savings, investments, insurance, debt management, and retirement planning. This holistic approach helps to ensure my clients’ financial plan is integrated and aligned with their overall life goals and priorities.