Retirement Visions- Holt Financial Group LLC

10/09/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10/05/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

10/02/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

10/01/2026

This month’s Retirement Readiness newsletter features information on benefits of working in retirement, estate taxes, and living trusts. We've also included a video on exploring encore career opportunities in retirement. We hope you...

10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

09/30/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

09/28/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.