Andrew Maniaci, LPL Financial Advisor

09/01/2026

Thinking about Social Security or Medicare? Get the facts you need to make informed decisions about your future.

Join TBA Investment Services for a complimentary two-part educational workshop series:

📅 Social Security Workshop | September 22 at 2:00 p.m.

📅 Medicare Workshop | September 29 at 2:00 p.m.

📍 TBA Credit Union Front Street Branch, 630 E. Front St.

Learn about claiming strategies, Medicare coverage options, enrollment timing, and more. Attend one session or both!

Register today: tbacu.info/TBAISWorkshop

08/25/2026

Nearly 70% of Americans who reach age 65 will someday need some kind of long-term care for two to four years. Now’s the time to talk with a financial professional about how your retirement strategy can include these expenses.

Schedule your appointment with me today.

Source: https://www.aarp.org/politics-society/advocacy/info-2022/jenkins-long-term-care-crisis.html

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08/03/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

I can help your legal counsel facilitate comprehensive estate coordination. Contact me using the link in my bio to discuss how I can help!

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Source:
Caring.com, February 18, 2025.

07/20/2026

⚠️ Identity Alert: Being incorrectly listed as deceased by Social Security happens to fewer than 10,000 people annually, but the consequences can be devastating.

If this happens to you, visit your nearest Social Security office immediately with your current ID. This error stops your benefits and affects your dependents, too, making prompt action crucial.

The SSA receives death reports from states, funeral homes, family members, and other sources. While their records are highly accurate (less than 0.33% of death reports are incorrect), mistakes can happen and require immediate attention to resolve.

Source:

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An incorrect report of death "can be devastating" SSA says, as restoring benefits is a long and challenging process.

07/08/2026

So many factors impact how much you’ll receive, including if you work part-time in retirement. Let’s talk about your options!

Schedule an appointment with me using the link in my bio.

Services

06/24/2026

Relocating in retirement? There's more to think about than sunny weather and home prices.

Where you live can affect access to health care, social connection, and day-to-day lifestyle—key factors that often get overlooked.

Before making a move, consider:
🌎 Does the location match the pace of life you’re looking for?
🏥 Are nearby medical services available and reliable?
💬 Will you feel connected to your community?

Relocation can be exciting, but it’s worth considering how a new zip code may shape your future quality of life.

Services

Source:

Looking to retire and relocate? Deciding where to land isn't as easy as it sounds. Retirement experts say many retirees face challenges like rising costs and community support.

06/09/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

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05/21/2026

Is retirement on the horizon? Are you concerned about market volatility? Maybe I can help you strategize for the future or even navigate uncertainty.

Schedule time with me using the link in my bio.

Services

05/04/2026

Helping individuals and families build a secure financial future is something I’m truly passionate about, and I take a thoughtful, client focused approach to every conversation.

At TBA Investment Services, I support clients with:

Retirement Planning – Creating a clear, confident roadmap for your long term goals. Investment Guidance – Offering personalized strategies tailored to your financial vision.
Estate Management – Helping protect what matters most. Wealth Building Strategies – Supporting your journey toward long term financial growth.

Whether you're just getting started or looking to refine your financial plan, I’m here to guide you every step of the way.

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04/15/2026

April is Financial Literacy Month!

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices.

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills.

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! Services