LeValley Wealth Management

Happy 4th of July from LeValley Wealth Management! We hope your Independence Day is filled with joy, celebration, and a lot of hot dogs (while remaining safe)! 🎆🇺🇸

Most people don’t know what the EBRI Retirement Confidence Survey is—but it offers a fascinating snapshot of how Americans actually feel about retirement.

From cost-of-living worries to healthcare expectations and gaps in Social Security knowledge, the numbers reveal something clear: you're not alone if you're unsure.

Whether you're still working or already retired, the key isn't knowing all the answers—it's knowing where to start asking better questions.

Did you know that only 24% of Americans have a will, according to a 2025 study by Caring.com? And that number has decreased in recent years. Most of those Americans have children under 18. August is Make a Will Month, and it’s a great reminder to create a will for your family and those most important to you or to update it to reflect any changes in your life.

https://www.caring.com/caregivers/estate-planning/wills-survey/

Liam Payne's £24M Estate: A Cautionary Tale for Legacy Planning Liam Payne's intestate £24M estate highlights the importance of wills for young parents and high-net-worth individuals in protecting their legacy.

It can be a challenge to put together money for a wedding. With good budgeting and smart strategies, you can have a real day to remember.

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

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☀️ Ready to make this your most memorable summer yet?

Whether you’re looking for a dose of nostalgia or just want to soak up the season, here’s a challenge: How many of these classic summer activities can you cross off your list?

This season is all about slowing down, reconnecting with joy, and making space for what matters—whether that’s adventure, rest, or a little bit of both.

100 Fun Summer Activities to Make the Most of the Season Need inspiration for summer fun? Check out our list of summer activities and see how many you can cross out before Labor Day hits.

Our whole team headed down to Phoenix, Arizona for the Osaic ConnectED conference last week, and had a great time! We gained a wide variety of significant insights, attended valuable seminars, heard from some esteemed speakers (Author & Professor of Wharton University, Adam Grant), and even held some puppies!

Looking for a meat replacement for the grill? Look no further! Portobello mushrooms have the weight to stand up to the flames and an almost meaty flavor. Enjoy them stuffed with fillings or even as a burger!
https://healthyrecipesblogs.com/grilled-portobello-mushrooms/

Shrimp are a fast, easy way to bring the ocean home, and this Spicy Grilled Shrimp Recipe serves up the heat with a mix of cayenne, paprika and garlic. Bound to be a hit at any BBQ!

Spicy Grilled Shrimp This grilled shrimp recipe is fast and easy and bound to be a hit at your next cookout. Weather not permitting, they cook up great under the broiler too.