Financial Strategies, LLC

09/03/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

09/01/2026

🌟 September is Healthy Aging Month! 🌟
A perfect time to celebrate everything that’s possible, reachable, and worth pursuing.

It's also a reminder that it’s never too late to reinvent yourself. Whether you’re exploring a new chapter in retirement, taking steps to support your health, or simply refocusing on what matters most, transformation has no age limit.

Wishing you a happy, healthy, and purpose‑filled September! ❤️

08/31/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

🍂 What fall traditions are you looking forward to the most? List them below! 🍂

08/28/2026

📱 Your social media feed shapes more than you think.

One minute you're looking at vacation photos... the next, someone is predicting a stock market crash or promising the "next big investment."

Remember: Financial influencers are often rewarded for clicks and engagement—not necessarily for giving advice that's right for your long-term goals.

If a post about the markets catches your attention or raises a concern, save it and bring it to your next meeting with us. We'd be happy to talk it through with you.

Focus on your plan—not the noise. 💙

08/27/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

08/26/2026

💜 Happy Women's Equality Day!

Financial planning should reflect real life.

Many women face unique challenges, including career breaks for caregiving, a longer retirement, and an earnings gap that can affect long-term savings.

Looking at the complete financial picture helps build a strategy that's designed for the road ahead.

Wishing everyone a happy Women's Equality Day!

08/25/2026

💔 Today, we say goodbye to a true American icon.

Dolly Parton’s music, kindness, humor and generosity touched generations. Among the many songs she wrote and performed, I Will Always Love You holds a special place in music history.

Dolly wrote and recorded the song herself in 1973. Nearly 20 years later, Whitney Houston’s unforgettable version introduced it to a whole new generation.

So, in honor of Dolly, we have to ask:

🎶 Which version of “I Will Always Love You” do you prefer?

❤️ Dolly Parton — the original
💜 Whitney Houston — the powerhouse

Tell us your pick in the comments! 👇

Rest in peace, Dolly. We will always love you. 💕

News story link: https://www.reuters.com/lifestyle/dolly-parton-has-died-family-says-2026-08-25/?utm_source=chatgpt.com

08/25/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

08/24/2026

A Grand Opening to Remember 🎉

After months of renovations, the new Financial Strategies office was officially ready—and in August 2016, we celebrated with a Grand Opening!

It was a special evening filled with friends, clients, family, and members of our community who helped make this next chapter possible.

Nearly 10 years later, we’re honored to still be here, helping our clients plan, grow, and navigate their financial futures. Thank you for being part of our story. ❤️

08/24/2026

Growing Into Our Next Chapter

Back in 2015, Financial Strategies had officially outgrown its office in the Midtown Building.

The next chapter? A 4,600-square-foot building that had once been home to AgSource. After some major renovations—including a brand-new roof—it was transformed into the home of Financial Strategies.

What started as a need for more space became the office we still call home today. 🏢

Take a look back at a little piece of the work that went into making it happen!