Proactive Wealth Strategies, LLC

Proactive Wealth Strategies, LLC

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Financial Planning

07/24/2026

Please help us cheer on our own Akbar Kassam has he continues competing in the 29029 challenge today. He has 15 hours to climb the mountain 15 times!! He’s extensively trained for this day for a year!!! We are so incredibly proud of his incredible commitment and positivity and know he will finish and conquer the mountain!
#29029 YOU’VE GOT THIS AKBAR!!
Leave a positive comment below to help cheer him on!!

Photos from Proactive Wealth Strategies, LLC's post 06/21/2026

Happy Father’s Day! This morning we had a great Toy Story 5 client event . Thank you to all the families who attended. We loved the movie and seeing all the Dad’s and their children. !!

05/21/2026

Thank you Michael Darr & Jackie Wilke of First Trust for a wonderful lunch seminar yesterday. We learned about some great new products for our clients and some good ideas to show our clients our appreciation.

05/19/2026

Photos from Proactive Wealth Strategies, LLC's post 05/19/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

Entry-level jobs calling for AI skills nearly doubled from a year ago, says report 05/11/2026

Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.


Source:

Entry-level jobs calling for AI skills nearly doubled from a year ago, says report As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

05/10/2026

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

05/09/2026

Mom taught me that "waste not, want not."
That grocery lists matter.
That rainy day jars aren't just for spare change; they're one way she prepared for life's "what ifs."

Whether she balanced the checkbook down to the penny or found creative ways to stretch a budget, many of us carry her financial wisdom with us.

What's a money lesson your mom shared that still sticks with you?
Drop it in the comments—we'd love to hear what stayed with you. 💬👇

05/08/2026

Craig & Akbar attended an incredibly informative LPL conference last week in Nashville! 📚

05/01/2026
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Location

Address

Marietta, GA

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm