Loftin Financial services

10/10/2026

The "Great Wealth Transfer" is underway! One-third of Americans under the age of 65 expect to receive an inheritance. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted.

What are your thoughts?


Source: NewsNationNow.com, September 5, 2026

10/09/2026

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forget-it attitude can cost you more than you think. Plans change, as does your health. Now is the time to re-shop your healthcare choices and ensure you’re enrolled in the plan that best fits your needs.

https://www.nerdwallet.com/article/insurance/medicare/best-medicare-advantage-plans

10/09/2026

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

10/08/2026

Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?

10/07/2026

Your financial future deserves the best protection. Let's have a conversation about insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? 🛡️

10/06/2026

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

10/06/2026

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare coverage. Not sure exactly what you can and can’t do during this period? This will simplify it all for you. .

Each year, Medicare beneficiaries have an opportunity to make changes to how they receive their Medicare coverage during the nearly 8-week annual open enrollment period. This brief answers key questions about the Medicare open enrollment period and Medicare coverage options.

10/05/2026

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. Let's make October a time to pause and reflect on your financial path and your goals.

10/04/2026

You always vowed you’d be the best grandparent! But now it’s time and you’re not sure exactly what to do to make that happen. Here’s help! https://www.babycenter.com/0_10-ways-to-be-a-fabulous-grandparent_10360337.bc