Swanson Financial Group

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10/21/2026

If there’s one thing I’ve learned on the course, it’s that great partnerships are built on trust, shared focus, and a little healthy competition.

Whether you're eyeing a tight fairway or mapping out a multi-decade financial roadmap, having the right people in your corner makes all the difference.

⛳ On the course, a good partner helps you read the green, manage risk, and execute under pressure. In wealth management, an experienced advisor serves the exact same role of providing objective guidance and keeping your strategy locked onto the long-term target.

📞 Connect with our team at shawnswanson.com to schedule a strategic review and optimize your financial roadmap!

10/19/2026

74% of active workers plan to work for pay in retirement. Only 31% actually do.

According to the latest 2026 EBRI Retirement Confidence Survey, there is a massive gap between expectations and reality when it comes to post-retirement income.

Many pre-retirees assume they will simply "pick up part-time work" to supplement their income or offset market volatility. But health changes, family needs, or industry shifts often make that difficult in practice.

A sustainable federal retirement strategy shouldn't rely on future paychecks. It should be built on guaranteed pension income, optimized TSP distribution pacing, and disciplined asset allocation.

📞 Want to build a retirement plan that stands on its own? Connect with our team at shawnswanson.com.

10/16/2026

Some of the best clarity happens out on the course ⛳

It’s amazing how much perspective you gain when you swap market noise for open space and a good round.

Good strategy, both in life and in wealth, requires distance from the daily clutter to see the bigger picture clearly.

10/14/2026

A plan that only works under perfect conditions isn't a strategy; it's a gamble.

When your financial roadmap relies heavily on a rigid target date, even a slight shift in health, career, or market conditions creates unnecessary stress. True financial maturity means shifting from a rigid target to a resilient system, one that gives you peace of mind no matter when you decide to step away.

📞 Learn more about building a flexible roadmap at shawnswanson.com.

10/12/2026

A comprehensive financial plan protects against market volatility. But what about digital exposure?

As a high-earning professional or federal leader, your financial life spans multiple digital platforms, complex asset structures, and institutional portals. Keeping those communication channels secure is just as critical as your asset allocation strategy.

This Cybersecurity Awareness Month, take 10 minutes to audit your financial life:
- Verify multi-factor authentication (MFA) is active across all financial and institutional portals.
- Review your account notification settings for real-time alerts on login attempts or asset transfers.
- Confirm your recovery phone numbers and trusted contact emails are up to date.

📞 Connect with our team at shawnswanson.com for a comprehensive, strategic approach to your wealth.

10/08/2026

The biggest hurdle in financial planning is usually taking the first step.

Many professionals put off formal wealth planning because they feel their situation isn't "organized enough" yet, or they think they need every detail figured out before sitting down with an advisor.

At Swanson Financial Group, you don't need a polished spreadsheet to start. Our job is to help you bring order to the moving pieces, clarify your goals, and build a path forward together.

If you don't think you're ready to take that first step, think again and visit shawnswanson.com to schedule an introductory conversation. 📞

10/05/2026

We live in an era where everyone has a financial opinion and every media outlet sells urgency.

True financial maturity isn't about collecting more information; it’s about filtering out 99% of the noise so you can focus on the 1% that actually moves the needle in your life.

One week it’s panic over real estate, the next it’s a breaking headline about interest rates. But real, long-term wealth building is remarkably quiet. It’s not about reacting to every headline on your screen; it’s about knowing what applies to your specific roadmap and tuning out the rest.

Clarity isn't about tracking the entire market. It's about knowing what matters to you. Looking to bring focus and clarity to your financial strategy? Connect with our team at shawnswanson.com to start the conversation.

10/01/2026

Heading into Q4 is a natural checkpoint to review your baseline federal setup.

As we enter the final quarter of the year, taking 10 minutes to audit the basics can prevent major headaches before year-end. Here are four quick items every federal employee should review:

1️⃣ TSP Contribution Pacing: Verify your pay-period contributions are on track to capture the full agency match and hit your year-end goals.
2️⃣ Beneficiary Designations: Confirm your TSP (Form TSP-3), FEGLI, and unpaid compensation beneficiaries reflect any recent life changes.
3️⃣ Open Season Preparation: With Federal Open Season approaching next month, begin gathering medical expenses to evaluate your health plan needs.
4️⃣ Cash Reserve Yields: Ensure your liquid emergency cash is earning a competitive rate in today's interest environment.

Small maintenance checks now keep your retirement roadmap running smoothly through year-end. If you need help auditing your federal benefits before year-end, connect with our team at shawnswanson.com.

09/28/2026

Recent rate shifts by the Federal Reserve directly impact your TSP performance.

When the Fed adjusts policy, the ripple effects show up across government funds, altering yield environments for fixed-income options like the G Fund and F Fund while driving short-term movement in equity allocations.

At Swanson Financial Group, we help civil service professionals navigate these market moves so your long-term strategy stays on track and your portfolio positioning actively works for you through every economic shift.

📞 Want to review how these economic shifts fit into your overall TSP strategy? Connect with our team at shawnswanson.com.

09/25/2026

Raising daughters and a son is equal parts endless chaos, constant learning, and the absolute best part of life.

With National Daughters Day and National Sons Day landing in the same week, it’s a great moment to pause and appreciate the ones who keep us grounded and make every single day brighter (and a lot more interesting).

Wishing a very Happy Daughters Day and Sons Day to all the amazing kids and families out there!

Address

2764 Chateau Circle
Columbus, OH
43221

Telephone

+16145789662

Website

https://www.shawnswanson.com/

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