Tennant Financial

10/12/2026

Should you claim Social Security at 62 or wait? 🤔 The answer may be more personal than you think. Read the blog to learn what factors could influence the right choice for you.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

10/09/2026

The most meaningful wealth plans often extend beyond a single lifetime.

Whether you're supporting aging parents, helping adult children, or planning for future generations, financial decisions rarely happen in isolation. A comprehensive strategy can help coordinate your goals while keeping long-term priorities in focus.

Today's planning conversations often involve balancing multiple generations, multiple objectives, and multiple definitions of success.

See how thoughtful planning fits into a broader wealth management strategy: https://www.tennant-financial.com/

10/07/2026

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and economic indicators to investment trends and planning insights. It’s your place to stay current and confident. Check back weekly for fresh insights that help you stay ahead.

10/06/2026

Are you getting the most out of your retirement savings?

Missing out on an employer match or taking on too much investment risk could impact your long-term goals.

Read the blog to learn about two common retirement mistakes and how to avoid them.

Many Americans have no idea they're making two big mistakes with their retirement savings, one investment strategist says.

10/05/2026

Inflation can make today's dollars go less far tomorrow. 📈 Read the blog to learn how Treasury Inflation-Protected Securities (TIPS) may help preserve purchasing power and support long-term financial goals.

For investors in or near retirement, inflation is always a threat. TIPs can get it under control.

10/02/2026

What if your financial plan was designed to support your entire life, not just your portfolio?

True financial planning considers how your investments, retirement goals, tax strategy, legacy wishes, and personal priorities work together. A thoughtful plan helps create alignment between today's decisions and tomorrow's opportunities.

As we celebrate Financial Planning Month, it's a great time to step back and evaluate whether your current strategy reflects where you want to go.

Learn more about our comprehensive approach: tennant-financial.com/our-wealth-management-approach

09/29/2026

For affluent retirees, retirement planning extends well beyond portfolio values.
A comprehensive strategy considers income sustainability, tax-efficient withdrawals, legacy objectives, and the lifestyle you envision for the years ahead.

Learn more about our retirement planning approach: https://www.tennant-financial.com/retirement-planning

09/24/2026

Investment performance is only one piece of the wealth management conversation.
The right questions about tax planning, estate strategies, risk management, and long-term planning can help uncover the true value of an advisory relationship.

Explore our advisor interview guide: https://www.tennant-financial.com/questions-for-financial-advisors