Highland Wealth

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Highland Wealth We specialize in providing strategic, comprehensive advice and solutions to help meet your goals

10/17/2026

📋 How to safely turn big gains into retirement income
📞 Don’t guess. Get guidance. Call us at (225) 408-4569.

Myles Laroux, CFP® shares a story about a married couple who had over a million dollars in stock gains. They were losing sleep because they wanted to retire but did not know how to cash out safely. Our team stepped in and gave them a clear plan to protect their wealth.

⏳ Before you make a big move with your stock, let's talk about your plan.

10/16/2026

Big things are happening at Highland Wealth!

You're invited to our Open House on November 6 from 11 AM - 1 PM. Come see our newly expanded space and help us celebrate what's ahead. We can't wait to welcome you.

Do you know which Formosa pension plan you're actually in?📞 Call us at (225) 408-4569 before building a retirement strat...
10/16/2026

Do you know which Formosa pension plan you're actually in?

📞 Call us at (225) 408-4569 before building a retirement strategy on the wrong assumption.

Many Formosa employees are surprised to learn there isn't just one pension system.

Most salaried and non-union employees participate in a cash balance plan, where contributions and interest credits build an identifiable balance.

Some long-time hourly employees participate in a traditional pension plan based on factors like years of service and compensation history.

Those plans work very differently, and retirement decisions often depend on which one applies to you.

The value of benefits, available payout options, and retirement timing considerations can all change based on the plan you're covered by.

If you're not completely sure which pension structure applies to you, that's the first question to answer.

Bring your statement. We'll help you understand what you're looking at.

Have you checked whether you're using all of your retirement-building tools?📞 Call us at (225) 408-4569 before one of yo...
10/15/2026

Have you checked whether you're using all of your retirement-building tools?

📞 Call us at (225) 408-4569 before one of your final funding opportunities disappears.

Some retirement-related accounts can only be funded while you're actively employed and enrolled in the appropriate workplace benefits.

Once you retire, the account may remain yours, but the ability to contribute often goes away.

For someone three or four years from retirement, that means only a few opportunities remain to take advantage of it.

Many people either don't realize these accounts exist or treat them as short-term spending vehicles. Used strategically, however, they can become valuable resources later in retirement when certain expenses become more common.

The right approach depends on your coverage, cash flow, and overall retirement plan.

But if retirement is approaching, this is worth a closer look before enrollment season ends.

10/14/2026

Social Security Benefits Are Increasing 3.6% in 2027. What Does That Mean for You?
Know how the latest Social Security changes fit into your retirement plan. Visit http://highlandwealth.nm.com?utm_source=facebook&utm_content=_&agentid=002240 to learn more.

Trey Douglas, CFP® explains what the 2027 Social Security cost-of-living adjustment could mean for your monthly retirement benefit. A current benefit of $3,000 per month would increase by approximately $108, bringing the monthly amount to about $3,108 before any applicable deductions. The 3.6% COLA will take effect for Social Security benefits beginning in January 2027.

If you are researching the 2027 Social Security COLA, when to claim Social Security, spousal benefits, or whether you can work while receiving benefits, Highland Wealth helps individuals and families in Baton Rouge understand how Social Security may fit into a personalized retirement income plan.

10/14/2026

Think open enrollment is just another annual checkbox?

📞 Call us at (225) 408-4569 before a ten-minute decision follows you into retirement.

Most employees review open enrollment the same way every year: quickly.

But if retirement is on the horizon, this year's choices may have long-term consequences.

Certain benefits, retiree coverages, and spousal options can depend on elections made while you're still employed. In some cases, opportunities disappear once you leave the company.

That's why near-retirees should approach open enrollment differently than everyone else.

We're not benefits administrators, and we're not choosing a health plan for you. But we've seen how seemingly small enrollment decisions can shape retirement for decades.

If you're within a few years of retirement, take an extra look before you click submit.

10/13/2026

📋 The After-Tax 401(k) Mistake: The Third Option Most People Don't Understand
📞 Don’t guess. Get guidance. Call us at (225) 408-4569

Patrick Messenger, CFP® explains that growth on an after-tax 401(k) faces different withdrawal rules compared to a completely growth-free Roth. Most people think you only choose between traditional or Roth. While this third option lets you put in extra money, many contribute without knowing how it actually works.

⏳ This layout difference can add up to a substantial gap in your retirement balance.

One big check, or a check every month?📞 Call us at (225) 408-4569 before you let someone else's retirement decision beco...
10/12/2026

One big check, or a check every month?

📞 Call us at (225) 408-4569 before you let someone else's retirement decision become yours.

This is one of the biggest financial decisions most plant retirees will ever make, and the truth is there isn't a universally right answer.

The monthly pension can provide guaranteed income that doesn't run out. For many retirees, that stability and peace of mind is worth more than chasing a higher return.

The lump sum gives you control. You decide how the money is invested, how much is withdrawn, and what may be left behind for your family.

The real question isn't what your coworker chose. It's what fits your situation.

How much savings do you already have? What happens to your spouse if you're gone first? How comfortable are you with market ups and downs?

Those answers matter far more than opinions from the breakroom.

Before you make an irreversible election, let's talk it through.

You spent years putting everyone else first.📞 Call (225) 408-4569 to start building a retirement plan that's designed fo...
10/11/2026

You spent years putting everyone else first.

📞 Call (225) 408-4569 to start building a retirement plan that's designed for you.

Somewhere along the way, planning for yourself fell to the bottom of the list.

First, it was the kids. Every extra shift, every sacrifice, every decision was made with their future in mind.

Now it's the grandkids. The ball games, birthdays, holidays, and milestones. You're still showing up for the people you love most.

But here's something many people don't realize:

One of the greatest gifts you can give your family is a retirement that works.

A strong retirement plan can help ensure your children don't have to balance caring for you while supporting their own families. It creates confidence, independence, and options for everyone involved.

That's not selfish. It's responsible.

You've spent decades taking care of others. Now it's time to make sure someone is taking care of you, too.

That's what we're here to help with.

🥳 Join us in wishing a very Happy Birthday to our Operations Specialist, Thomas Abadie! Your hard work, attention to det...
10/10/2026

🥳 Join us in wishing a very Happy Birthday to our Operations Specialist, Thomas Abadie!

Your hard work, attention to detail, and dedication help keep everything running smoothly every day. We’re so grateful for all that you do and hope your birthday is filled with happiness, laughter, and celebration.

Wishing you a fantastic year ahead! 🎉

Address

1 Smart Way Suite 101
Baton Rouge, LA
70810

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+12254084569

Website

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