MasterPlan Retirement Consultants, Inc.

The Federal Reserve (Fed) concluded its April 2026 meeting by deciding to hold interest rates steady at 3.50%-3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

The first quarter began with momentum and ended with uncertainty and turbulence. Growth held up, inflation stayed near target, and yet by March it was clear that the market's tolerance for risk had shifted decisively. Swipe through for an in-depth review of the first quarter of 2026.

Know that we’re staying attuned to what’s moving markets and are always here for you if you have questions. As always, reach out to our team with any questions or needs. We are here as a resource for you.

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones — and maybe a chocolate egg or two!

As always, if you have any questions or needs this spring, don’t hesitate to reach out. We’re all “ears!”

Join us for coffee and donuts on Thursday, March 26th at 10am at our office in Marietta for our first "Morning Brew" of 2026.

We are excited to welcome Jennifer Hill of Caring Transitions as our guest presenter. She will be leading us through how to navigate the emotional side of letting go and helpful strategies to make the process feel more manageable—whether you’re planning a move soon or simply hoping to simplify.

Come with your questions or just come for a good time of fellowship. And don't forget to invite your friends!

RSVP: at the link below
https://go.levitate.ai/?s=0dd1PlpGks&source=event

or scan the QR code.

Hope to see you there!

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Your MasterPlan Family

Retirement is full of big decisions, from income planning to managing expenses. With thoughtful strategy and clear timing, you can move forward with confidence and prepare for what comes next.

Life changes fast. So should your plan. Prep today could mean fewer regrets tomorrow.

Caring for a loved one is an act of devotion, but it often comes with hidden financial costs. From out of pocket expenses to long term planning, preparation can help ease the burden and keep your own goals on track.

Divorce. Inheritance. Job change. Now what? These money moments can hit hard. Stay prepared.

Divorce, inheritance, a big move, a new chapter. You may not get to choose when these moments happen, but you can choose how you respond. With some foresight and a little planning, you can face them with confidence and clarity.

Big Life Changes = Big Money Moves Plan for the moments that could reshape your finances.

Life doesn't always send a heads up before it flips the script. One minute everything feels on track. The next you are switching careers or caring for a parent. These are not just life events. They are financial crossroads where emotions run high and money decisions often follow close behind.

Life can hit hard. Be financially ready. Divorce. Job loss. Inheritance. Are you ready?

Some retirees say their biggest regret wasn't financial. It was waiting too long to enjoy life, travel, and meaningful experiences. Planning for tomorrow should not mean missing today. Your best memories shouldn't be put on hold. This Newsletter encourages intentional choices that support both security and fulfillment.

New for Pre-Retirees: The Anti-Regret Playbook See the moves to make now.