Gregory Brumagin with Brumagin & Kelley Wealth Management Group

10/16/2026

Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier. In fact, flying solo as you age comes with its own set of complexities, from healthcare costs to estate decisions.

Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier. In fact, flying solo as you age comes with its own set of complexities, from healthcare costs to estate decisions.

10/13/2026

Don't let market fluctuations catch you off guard! 📈 Dive into our Weekly Market Commentary for the latest insights and trends: https://www.lpl.com/research/weekly-market-commentary.html

10/12/2026

💡 Planning for long-term care isn't just about preparing for yourself. It's about considering how future care needs could impact the people you care about most.
During Long-Term Care Planning Month, take a moment to think about the steps you've taken, or could take, to help support your family's future. What would you want them to worry about less because of your planning today?

10/09/2026

As the calendar year comes to a close, the final quarter presents an opportunity to review key financial, tax, and wealth-transfer strategies.
While every situation is unique, a proactive year-end review can help assess whether your broader financial plan remains aligned with your goals.

Five Areas to Review Before Year-End

10/07/2026

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other risks could create short-term volatility, a diversified investment approach and confidence in long-term economic and corporate fundamentals support staying invested.

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other...

10/06/2026

Your weekly briefing on financial opportunities and market trends is ready. 🗞️ Stay on top of critical updates and insights with our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

10/05/2026

Open enrollment season is just around the corner.
As you review health insurance, retirement plan contributions, and other employee benefits, it can also be a good opportunity to revisit your broader financial strategy. Major life changes, shifting priorities, and evolving goals may mean it's time for a financial check-in.
Taking a little time now to review your options can help you make informed decisions for the year ahead.

10/02/2026

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

09/28/2026

✅ The best time to prepare for year-end is before the rush begins.
Today we're highlighting six key areas to review now so you can enter the new year organized, informed, and on track toward your financial goals.