Reed Financial Group

10/16/2026

No one knows exactly what retirement will look like 20 or 30 years from now. 🤷

That's why the best time to build your own retirement strategy is long before you need it.

Consistent saving, regular check-ins, and staying flexible can go a long way toward preparing for whatever the future holds.

10/15/2026

Some memories never lose their magic. ✨🏰

Here's a throwback to Gary and Abby enjoying a day together at the Most Magical Place on Earth. Between the attractions and the laughs, it's easy to see why Disney World is a family favorite.

Life moves quickly, but it's moments like these that stay with us long after the vacation ends.

10/13/2026

Why do some inheritances disappear so quickly after they're received? In this conversation, Erin and Abby discuss the emotional and financial factors that can affect inherited wealth, and what families can do before a wealth transfer happens to help the next generation prepare.

https://loom.ly/2OpFWOA

Why do some inheritances disappear so quickly after they're receive...

10/12/2026

If there's one thing to learn about Social Security, it's that there isn't a universal "best age" to claim. 🙅‍♀️

The right filing strategy depends on a number of factors, including your health, retirement income needs, marital status, and how Social Security fits into your overall financial plan.

Rather than focusing on headlines or what worked for someone else, it's worth taking the time to understand which approach makes the most sense for your situation.

If you'd like to talk through your options, we'd love to help. Give our team a call.

📍 Suwanee: (678) 442-0255
📍 Snellville: (678) 252-2110

10/09/2026

The closer retirement gets, the more your priorities may begin to shift.

Instead of asking, "How much can I grow my portfolio?" the question often becomes, "How will this support my income?"

💡 That's why reviewing your investment strategy as retirement approaches can be just as important as the years you spent building it.

10/08/2026

Should you keep, surrender or replace an older annuity? In this conversation, Erin and April discuss what to review before making a change, including surrender charges, existing benefits, current interest rates and how the annuity fits into your broader retirement income plan.

https://loom.ly/5DSAlLE

Should you keep, surrender or replace an older annuity? In this con...

10/07/2026

There's still time to show your support! 💙

We're incredibly grateful to everyone who has already voted for Reed Financial Group for Best of Gwinnett in the Financial Advisors category. Seeing our community rally behind our team means more to us than we can say.

Voting wraps up in November, and you can vote more than once! So whether you've already cast your vote or have been meaning to, we'd appreciate your continued support.

🗳️ Vote for Reed Financial Group here:
https://www.guidetogwinnett.com/united-states/suwanee/financial-insurance-services/reed-financial-group

Thank you for supporting our team and allowing us to serve this community year after year!

10/06/2026

If you're 5–10 years from retirement, the financial decisions you make now can have a significant impact on your retirement income and future tax strategy. In this conversation, Erin and Abby share four steps to consider during the years leading up to retirement, from maximizing retirement contributions to preparing for future required minimum distributions.

https://loom.ly/rbaMKZ0

10/05/2026

An inheritance isn't just about dollars...

It's often connected to someone you loved, making every financial decision a little more emotional.

Taking time to process both the emotions and the opportunities can make a meaningful difference before making major financial decisions.

If you'd like help navigating an inheritance and the decisions that come along with it, use the link in the comments to connect with our team.

10/02/2026

Are you and your spouse maximizing the employer match available through your 401(k) plans? In this conversation, Erin and I discuss why married couples may want to coordinate retirement contributions as a household instead of treating each spouse's retirement account as a completely separate decision.

https://loom.ly/Clvl7Rw

Are you and your spouse maximizing the employer match available thr...