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McLoughlin Financial, LLC. A father-daughter financial advisory team who help clients navigate life’s financial challenges with personalized strategies for every stage of life.

*Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA / SIPC. McLoughlin Financial, LLC. and IFG are unaffiliated entities.* Licensed to sell securities in Florida, Georgia, Louisiana, Mississippi, Texas and New Mexico. "All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice." The information provided herein has been obtained from sources to believe reliable; however, we cannot guarantee or represent that is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

What would you tell your 25-year-old self about money? 💭Hearing from people who've been in your shoes can be powerful wh...
10/09/2026

What would you tell your 25-year-old self about money? 💭

Hearing from people who've been in your shoes can be powerful when you're just starting out. Here's what I wish I knew at 25:

When you get your first real job and that first “big” paycheck hits, don’t fall into the trap of spending just because you finally can. I made that mistake. I started buying expensive suits, nice things I didn’t actually need — and it didn’t take long to realize I was overspending on all the wrong stuff.

If I could go back, here’s what I’d tell myself:

💵Be smart with your spending. Just because you’re making money doesn’t mean you need to spend it.

✅Save something from every paycheck — no matter how much or how little you make. Make saving a non‑negotiable. Set it aside and don’t touch it.

⌛Start early. You may not see the benefit at 25, but your older self absolutely will. Some of my friends retired at 50 because they started young and stayed disciplined.

📈Early saving gives you options. Choices. Flexibility. Maybe even the chance to be work‑optional later in life.

You don’t have to be perfect. You just have to start — and stay consistent. Your future self will thank you.

👇 What would you tell your 25-year-old self about money? Drop it in the comments.

Did you know your Medicare plan can change for next year even if you don't touch a thing?📬 Each fall, Medicare Advantage...
09/21/2026

Did you know your Medicare plan can change for next year even if you don't touch a thing?

📬 Each fall, Medicare Advantage and Part D plans send a letter called the Annual Notice of Change.

It arrives by September 30 and outlines what's different starting January 1: premiums, copays, network doctors, and covered medications.

Most people never open it. A large share of Medicare beneficiaries never compare their options.

Open Enrollment runs October 15 through December 7. Take the time to note what is changing for the coming year.

Your insurance needs don’t stay the same when the nest empties, but what changes?
09/21/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

09/08/2026

🎓 September is College Savings Month!

Saving for a child’s future isn’t as simple as picking an account and calling it a day.

What if they don’t go to college?
Who should control the money?
Can family members contribute?

In this video, I’m covering some of the most common questions I hear from parents and grandparents.

08/28/2026

📜 August is National Make-A-Will Month!

I sat down with Alison Bondurant of Bondurant Law Firm to discuss three important estate planning questions:

✍️ Is a handwritten will enough?
�📋 Who actually needs a will?
�⚖️ How does Louisiana law make the estate planning process different from the rest of the country?

Tune in to hear Alison's insights and learn why having a plan in place can make all the difference for your loved ones. 👇

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. The correct rollover strategy...
08/03/2026

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. The correct rollover strategy could save thousands in taxes and fees, speed up retirement preparations, and avoid critical mistakes. Talk with us to learn how.

There are nearly 25 million 401k accounts that are lost or unclaimed, could one of these be yours? Don’t lose out on val...
07/31/2026

There are nearly 25 million 401k accounts that are lost or unclaimed, could one of these be yours? Don’t lose out on valuable retirement funds, let’s talk about how to consolidate your retirement accounts to keep you on track toward your long-term goals!

This article reinforces something I see every day: financial literacy is one of the greatest gifts we can give the next ...
07/29/2026

This article reinforces something I see every day: financial literacy is one of the greatest gifts we can give the next generation.

High schools need real‑world voices, and advisors have the ability — and responsibility — to show up.

As a financial advisor, I love stepping into classrooms and teaching students the tools that build lifelong confidence.

If your school is looking to bring financial education to students, I’d be honored to speak. Send me a message.

You can show students the practical way to build significant wealth.

There are major benefits to putting an old 401k into an IRA. It might feel overwhelming to think about all the steps to ...
07/28/2026

There are major benefits to putting an old 401k into an IRA. It might feel overwhelming to think about all the steps to take to transfer your old 401(k) assets to either an established IRA or a new one. We can help you through the process, reach out!

Cashing out a 401(k) may seem like an easy way to solve a short-term cash crunch, pay down debt, or cover an emergency b...
07/25/2026

Cashing out a 401(k) may seem like an easy way to solve a short-term cash crunch, pay down debt, or cover an emergency but the consequences of cashing out can be significant. We can help identify the best path for your 401k based on your needs and goals.

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357 Del Sol E
Covington, LA
70433

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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