Rachel Maryyanek, Financial Planner

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

10/19/2026

You’ve worked hard to build your financial future. Now’s the time to share the wisdom behind it.

A meaningful legacy isn’t just built on what you accumulate; it’s built on the conversations you have and the values you pass on.

If you’re between the ages of 60–80 and working with a trusted planner, it might be the right moment to introduce your children or grandchildren. Many families are starting this dialogue by:
- Including the next generation in key planning conversations
- Gifting financial strategies
- Passing down the “why” behind the wealth

Let’s build a bridge between generations so your legacy is about more than assets. It’s about intention, education, and connection.

10/15/2026

Get ahead of tax season now!

Boosting your retirement savings before the end of the year can help lower your taxes and grow your future. It is a win for your wallet and your peace of mind.

Do you do any year end tax planning?

10/15/2026

Sometimes you just need to stop, breathe, and let the world fade out for a bit. Sitting on the water like this always helps me reset and remember what matters. A little pause goes a long way.

10/13/2026

Do your clients think disability couldn't happen to them? Accidents and illnesses can strike anyone at any time. Be prepared!

Learn what it is like being a care-taker of a loved one who is disabled.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/12/2026

📊 Retirement Age: One Rule, 50 Realities

While Social Security sets full retirement age federally (66–67), the actual age people retire varies widely by state.
Why?
💰 Cost of living
🏥 Health care access
💼 Job markets & pensions
🌴 Lifestyle preferences

Understanding these differences is key to building a retirement plan that fits your reality—not just the federal guidelines.

10/09/2026

Being prepared gives you peace of mind. A solid emergency fund and the right insurance coverage help you stay secure no matter what life brings. It is all about building confidence and knowing you have a plan.

What is one thing you have done to build your financial resilience?

10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/479ihTz

Want to talk it through? Let’s connect.

10/07/2026

Estate planning is not just for the wealthy. Having a will and a healthcare directive in place helps make sure your wishes are followed and your family is cared for. It is truly one of the kindest gifts you can give your loved ones.