ACU Wealth Advisors

10/15/2026

Find your wealth transfer strategy. Trusts and gifting are great options, but what about Roth IRAs, annuities, or insurance policies?


Visit us @ https://www.acuwealth.com/

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Deciding on the tools to start saving for your kid's college education can be overwhelming. Learn more about these common options: 529, Roth and Coverdell Saving Accounts. Contact the office to discuss.

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10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/08/2026

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.


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10/07/2026

We’d love to hear from you! Your feedback helps us understand what we’re doing well and where we can continue to improve.

Search ACU Wealth Advisors on Google and share your experience with us!

10/06/2026

Your time matters. Now it’s easier than ever to connect with an ACU Wealth Advisor.

You can officially book your appointment online whenever it works best for you. No calls, no waiting. Just simple scheduling at your convenience.

Start planning your next step today.
Schedule your appointment now: https://app.greminders.com/co/4e596277-44db-426d-89e4-b8c3b7336352

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

10/01/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.
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Source: https://www.cbsnews.com/news/gen-x-social-security-retirement-savings/

ACU Wealth Advisors equips Alabama families, retirees, & business owners with clarity and confidence through personal financial planning and wealth management.