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Mosaic Financial Group Investments, Social Security, Retirement Income, Healthcare. Retirement is complicated. Let us help. www.spic.org

Investment Advisory services provided by Continuum Advisory, LLC, an SEC registered investment
adviser. Insurance products are offered through various licensed insurance agencies and some tax
and legal services are provided by Investment Advisory Representatives as a part of their Outside
Business Activities. Insurance, tax, and legal services offered by Continuum advisors are separate
and distinct, differ in material ways, and are governed by different laws and separate contracts with
you. A copy of Continuum Advisory, LLC’s current written disclosure statement discussing advisory
services and fees is available for review upon request or can be found on our website,
www.ContinuumAdvisory.com.

10/08/2026

Medicare Open Enrollment is here — is your current plan still the right fit?

Many retirees assume that if their Medicare plan worked well last year, they can simply renew it and move on.

But Medicare plans, prescription costs, premiums, and benefits can change from year to year.

And there’s another piece many people don’t realize: your retirement income can impact what you pay for Medicare.

In our recent Fox 13 Good Day Tampa Bay segment, “Medicare Isn’t Free,” Chris and Shawn discuss:

Medicare’s hidden costs

• How your income can affect Medicare premiums
• What IRMAA is and why it matters
• Why Medicare should be part of your overall retirement plan

https://www.facebook.com/reel/1872458650787844

We’re offering complimentary 45-minute Medicare planning appointments during Open Enrollment.

Whether you're already on Medicare or approaching Medicare eligibility, we can help you review your options and make sure your healthcare plan fits into your overall retirement strategy.

Schedule your complimentary Medicare appointment:

[https://calendly.com/mosaicfinancial/45-minute-medicare?back=1&month=2026-10]

Or call us at 813-502-1228.

09/29/2026

Could Your Medicare Plan Cost You Thousands Next Year?

Medicare Open Enrollment runs October 15 – December 7, and there's one mistake we see retirees make every year:

They assume that because their plan worked last year, it will work just as well next year.

But Medicare plans can change. Premiums, prescription costs, deductibles, doctors, and benefits may look very different in 2027.
Recently, we joined Laura on Good Day Tampa Bay to discuss the Medicare decision that could cost retirees thousands—and what you should review before making your decision.

Watch our 4-minute segment to learn the 5 things you should check before renewing your Medicare coverage.

https://www.facebook.com/reel/1398385765792511

What a great night at W**e & Wisdom!Last night at Coppertail Brewery, we had the opportunity to celebrate some very spec...
09/22/2026

What a great night at W**e & Wisdom!

Last night at Coppertail Brewery, we had the opportunity to celebrate some very special people in the Mosaic family, including retirees, birthdays, and our wonderful Ambassadors.

We also enjoyed an informative presentation from Dennis Guillette on cybersecurity, sharing valuable information on how to better protect ourselves in today’s digital world.

It was an evening filled with great conversations, good food, lots of laughs, and even better company.

We are grateful for the relationships we have built with our clients and the opportunity to celebrate life’s special moments together.

Thank you to everyone who joined us and helped make W**e & Wisdom such a memorable night!

09/15/2026

Is September really the “September Curse” for investors?

September has historically been one of the more challenging months for the stock market.

But there’s another issue we’re watching closely right now:

Inflation.

Why does it matter?

Because inflation could play a major role in the Federal Reserve’s decision to raise, hold, or lower interest rates.

If inflation continues to cool, the Fed may have more flexibility to lower rates.

If inflation remains stubborn, rates could stay higher for longer.

So what’s the most concerning part?

It’s not knowing exactly what the Fed will do next.

It’s having a retirement plan that requires you to be right about what happens next.

Chris & Shawn recently discussed the September market pattern, inflation, interest rates, and what investors should be watching in a local news segment.

Watch the segment to hear what we're watching most closely.

https://www.facebook.com/reel/1064474823056264

A little Saturday office visit from these two. We think Chris may have brought in his cutest coworkers yet!
08/18/2026

A little Saturday office visit from these two.

We think Chris may have brought in his cutest coworkers yet!

Please join us in welcoming Kim Collins to the Mosaic Financial Group team!With more than 12 years of experience in fina...
08/12/2026

Please join us in welcoming Kim Collins to the Mosaic Financial Group team!

With more than 12 years of experience in financial services, Kim joins us as our Client Experience Coordinator, bringing a passion for building relationships and making every client feel welcomed, valued, and cared for. Originally from Minnesota, Kim has called both Minnesota and Charlotte home before making her way to Tampa, where she’s excited to begin this next chapter with Mosaic.

We’re so happy to have her as part of the team!

08/11/2026

How much can waiting to save for retirement really cost you?

Most people know they should be saving for retirement.

The harder question is: What happens if you wait?

Waiting 5, 10, or even 20 years to start investing can make a dramatic difference because you're not just missing contributions, you're missing years of compound growth.

For example, someone who starts saving early may be able to contribute significantly less and still end up with more than someone who waits and tries to “catch up” later.

On our latest news segment, we broke down the cost of waiting to save for retirement and showed just how powerful time can be when it comes to building wealth.

https://www.facebook.com/reel/2451939595273504

We want to hear from you:

When did you start saving for retirement?

20s? 30s? 40s? 50s? Or are you just getting started?

There’s no judgment — the important thing is knowing where you are today and figuring out what comes next.

Thanks so much!

Please join us in welcoming Brandon Delaney to the Mosaic Financial Group team!Brandon joins us as a Client Service Spec...
08/11/2026

Please join us in welcoming Brandon Delaney to the Mosaic Financial Group team!

Brandon joins us as a Client Service Specialist after graduating Summa Cum Laude from Florida Gulf Coast University. A former collegiate hockey player and lifelong hockey fan, Brandon brings a strong work ethic, team-first mindset, and genuine passion for helping others. We’re excited to have him on the team and look forward to all he’ll bring to the Mosaic family!

Behind every great team is a little friendly competition.At Mosaic Financial Group, we know that taking time to connect ...
08/05/2026

Behind every great team is a little friendly competition.

At Mosaic Financial Group, we know that taking time to connect outside the office strengthens the relationships that make our team successful. Last Friday's pickleball outing was the perfect reminder that a little fun goes a long way.

Swipe through to see a few of our favorite moments!

07/28/2026

Is market volatility making you question your retirement plans?
We recently joined FOX 13 Tampa Bay to discuss what today's market means for retirees and those planning for retirement. Watch the interview to learn why having a thoughtful plan can help you stay focused on your long-term goals, even during uncertain times.
Watch the interview here : https://www.facebook.com/Laura.FOX13/videos/is-the-market-too-volatile-to-retire-heres-chris-maxey-and-shawn-clark-from-mosa/991314500461931/
If you have questions about your own retirement strategy, we're here to help.

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3808 Gunn Highway
Tampa, FL
33618

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