Ace Financial

10/15/2026

October is the perfect time for a financial check-in. 🍂

As the year winds down, a few small steps now can help you stay organized and prepared before year-end.

Take a moment to review:

✅ Open enrollment deadlines
✅ Workplace benefits & account balances
✅ Charitable donation records
✅ Year-end or holiday bonuses
✅ Home winter preparation expenses

A little planning today can help prevent missed opportunities and last-minute surprises tomorrow.

🍁

10/14/2026

A well-deserved spotlight on Eric Vrtis! We're grateful to have team members who consistently go above and beyond for the clients and communities we serve. Congratulations, Eric, and thank you for representing Ace Financial so well.

From English literature to hospitality and financial planning, Eric Vrtis 2005 shares how curiosity, discipline, and faith have shaped his career and life beyond Catholic Central.

10/07/2026

Financial compatibility can play an important role in a relationship. Beyond income, here are money habits people value in a parter 💬💰

Money conversations don't have to be stressful. Open communication can help couples better understand each other's habits, expectations, and goals.

If you and/or your partner are looking for an advisor to assist with initiating the conversation, let's chat! 📩

09/30/2026

For many families, saving for college and preparing for retirement are both important goals—but balancing them can be challenging.

Saving for education and retirement doesn’t have to be an either-or decision. The right approach depends on your family’s goals, resources, and timeline.

📝 Here are some tips to help you get started 📝

(This content is for general informational purposes only and is not financial, tax, or legal advice. Consider consulting a qualified financial or tax professional about your situation.)

09/25/2026

Each stage brings new priorities. A financial plan helps keep your goals in focus and your path moving forward. ⏩

Different stages, same destination.

Let's start the conversation 💬

09/19/2026

Is There a Best Age to Buy Life Insurance?

Life changes fast—and so do your insurance needs.

📝Here’s what to know:

Review your needs and consider how life insurance can fit into your bigger plan.

Know you need to start planning but don't know where to start? Let's chat! 💬

09/09/2026

Did You Know? Marriage Can Bring Tax Benefits.
When you tie the knot, your tax picture can change in several ways.💍

🔍Here’s what couples often notice:

If you recently got married or expect to, it’s a good moment to review how your finances might benefit—and where they might change.

Need a financial advisor to speak to? Let's chat! 📞

09/04/2026

Your legacy is more than what you leave behind—it’s how you plan for your loved ones’ future.

Here are a few essentials to keep in mind 🔎

🚦Start shaping your legacy today, and protect what matters most.

08/27/2026

Concerned about economic uncertainty? 🤔

Here are common considerations people take into account during a recession:

Be Ready, Not Reactive: Financial Reflections During a Downturn

This is general information only. For advice specific to your situation, consult a qualified financial professional.

08/20/2026

Talking about money is healthy—and you’re not alone. 👥

From managing debt without shame to building simple money habits and reaching out for help, every conversation matters.

💸 Ready to get real about your finances?
Let’s break the stigma together—share your thoughts below or DM to join the conversation.