Floyd Financial Group

10/16/2026

Evaluate your housing situation. Is refinancing, downsizing, or another change right for your financial goals?

10/14/2026

Preparedness is key! 🔑 Take these 7 steps to ensure your financial independence during emergencies. Read more: https://floydfinancialgroup.com/emergency-preparedness-and-financial-security-7-steps-to-take-today

Try these seven steps to enhance your emergency preparedness and financial security so you can be ready to tackle any unexpected challenges.

10/09/2026

If you're 50 or older, check if you're eligible for 401(k) catch-up contributions to increase your retirement savings.

10/02/2026

Consider gifting appreciated assets like stocks to charitable organizations, which may provide tax advantages depending on your individual circumstances.

09/30/2026

Estate planning starts with the right questions. Ask yourself these 3 crucial questions to start planning today. Read more: https://floydfinancialgroup.com/begin-estate-planning-by-asking-yourself-these-three-questions

09/25/2026

Review your annual financial statements to identify areas where you could reduce fees or expenses next year.

09/18/2026

As open enrollment approaches, compare health insurance plans to find the one that meets your needs.

09/16/2026

Retirement should be exciting, not boring! 🌟 Explore 10 ways to keep your retirement fulfilling and fun. Read more: https://floydfinancialgroup.com/10-tips-to-avoid-boredom-in-retirement

Many retirees are surprised to find that they feel bored or lonely in retirement, so review these 10 tips to find meaning and avoid boredom in retirement.

09/11/2026

Check your emergency fund. Is it sufficient for your current needs? Adjust savings as needed.

09/04/2026

As part of your year-end financial plan, consider reviewing your investments to assess potential capital gains tax implications.