Abacus Financial Services

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Abacus Financial Services Family-focused financial planning. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

www.finra.org/www.sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

When income isn't going as far as it used to, what adjustments should you make?A recent survey highlights a challenge ma...
10/23/2026

When income isn't going as far as it used to, what adjustments should you make?

A recent survey highlights a challenge many households are facing: rising costs can make it difficult for income to keep pace with everyday expenses.

While extreme expense-cutting measures may work for some, it's also an opportunity to take a step back and evaluate your overall financial picture. Reviewing spending habits, identifying priorities, and creating a plan that aligns with your goals can help bring greater financial clarity during uncertain times.

What this means: financial progress isn't always about earning more. Sometimes it's about making intentional decisions with the resources you already have.

A new worker survey shows that income is not keeping up with affordability. Extreme expense reduction can help.

Is your retirement on track?Retirement planning isn't just about how much you've saved. It's also about understanding ho...
10/22/2026

Is your retirement on track?

Retirement planning isn't just about how much you've saved. It's also about understanding how your savings, income sources, spending needs, taxes, and long-term goals fit together.

As you swipe through this carousel, consider whether your current strategy supports the retirement lifestyle you envision. Small adjustments today may help create greater confidence for the years ahead.

Not sure where you stand? Let's take a closer look at your retirement picture together: https://www.abfsva.com/contact

The headlines may change each week, but the importance of staying informed remains the same.Our Weekly Market Commentary...
10/20/2026

The headlines may change each week, but the importance of staying informed remains the same.

Our Weekly Market Commentary from LPL Research provides perspective on market activity, economic developments, earnings trends, and other factors that may affect investors.

In just a few minutes, you'll gain valuable context and insights to help you make more informed financial decisions with long-term confidence.

Read the full commentary: https://www.abfsva.com/weekly-market-commentary

Your financial future is often shaped by the habits you build today. Small, consistent decisions can add up over time an...
10/19/2026

Your financial future is often shaped by the habits you build today. Small, consistent decisions can add up over time and help create a stronger foundation for your long-term goals.

Whether you're planning for retirement, preparing for a major life transition, or looking to bring more intention to your financial strategy, a thoughtful savings plan can help provide greater clarity and confidence.

Ready to take the next step toward your financial goals? Schedule an appointment: https://www.abfsva.com/contact

Will your retirement savings last as long as you do?For many Americans, running out of money in retirement is one of the...
10/16/2026

Will your retirement savings last as long as you do?

For many Americans, running out of money in retirement is one of their biggest financial concerns. The challenge is that retirement planning isn't just about reaching a savings goal. It's about creating a strategy that accounts for longevity, spending needs, healthcare costs, inflation, and life's unexpected twists and turns.

Here's why it matters: people are living longer than ever, which means retirement income may need to last 20, 30, or even 40 years. A thoughtful retirement plan can help you evaluate potential risks and make informed decisions about your future.

Americans fear running out of money in retirement more than death, yet the government doesn’t track how often that fear becomes a reality.

"How do I build generational wealth?"Generational wealth is about more than growing assets. It's about creating a plan t...
10/14/2026

"How do I build generational wealth?"

Generational wealth is about more than growing assets. It's about creating a plan that may help support your family, values, and future generations. A thoughtful approach often includes investing, tax-efficient strategies, and estate planning designed to transfer wealth intentionally.

Ready to discuss your long-term financial goals? Schedule an appointment with our team: https://www.abfsva.com/contact

What kind of legacy do you want your wealth to create?For many families, legacy planning is about more than passing down...
10/09/2026

What kind of legacy do you want your wealth to create?

For many families, legacy planning is about more than passing down assets. It's about protecting what you've built, supporting the people you care about, and ensuring your wealth reflects your values for generations to come.

A thoughtful approach may include estate planning, tax-efficient wealth transfer strategies, charitable giving, and conversations that help prepare future generations for financial responsibility.

We explore several key considerations for multigenerational wealth planning in our latest article:
https://www.abfsva.com/blog/building-a-lasting-legacy-strategies-for-multigenerational-wealth-managem

Does your portfolio reflect what matters most to you?Your investment strategy is about more than numbers. For many inves...
10/08/2026

Does your portfolio reflect what matters most to you?

Your investment strategy is about more than numbers. For many investors, it's also an opportunity to support the causes, industries, and principles that align with their personal values.

A thoughtful approach to investing starts with understanding your goals, risk tolerance, and priorities. The right strategy may help you balance financial objectives while staying true to what's important to you.

Swipe through to learn key questions to consider when evaluating whether your portfolio reflects your values.

Ready to discuss your investment strategy and long-term financial goals? Schedule a conversation: https://www.abfsva.com/contact

Address

200 Westgate Parkway Suite 103
Henrico, VA
23233

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18047620074

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