Eskew Financial Group

09/29/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

A 529 plan can bolster your college savings accounts. Grow your college savings in a tax-deferred state-sponsored 529 account that is distributed tax-free.

09/25/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

09/23/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

09/18/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/03/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4xwgzqN

09/01/2026

Is your estate plan keeping up with your life? Events like births, marriages, or changes in net worth can make your plan outdated, and evolving laws also may impact how your documents function. Read this article to learn more about the importance of regular reviews of your estate documents along with other important disclosures, then let’s get together to make sure you’re protected. https://bit.ly/4wXXJHW

08/28/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

08/26/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/3Ui4uqM

08/24/2026

While an irrevocable trust is designed to provide long-term benefits, changing tax laws and life circumstances can sometimes create unexpected challenges. Fortunately, certain planning strategies may help trusts adapt while still honoring the original intent. This article explores concepts such as trust protectors, decanting, powers of appointment, and other provisions that may help provide flexibility in an ever-changing legal and tax environment. If you'd like to learn more about these strategies—or discuss whether they may be appropriate as part of your overall financial strategy—I'd be happy to help. And be sure to read the full article for additional planning considerations and other important disclosures. https://bit.ly/3Sv800i