Empeople Investment & Retirement Services

10/07/2026

Meet Lucus Scott 👋

Lucus celebrated 10 years with Empeople Investment & Retirement Services in 2026 and brings more than 15 years of industry experience to his role. He enjoys helping individuals prepare for retirement, plan for the future, and work toward their long-term financial goals through personalized guidance.

Learn more about Lucus: https://www.empeopleinvestments.com/team/lucus-m-scott

10/05/2026

💡 Inheriting assets can come with important financial decisions.

From probate and taxes to inherited investments and real estate, understanding the process can help beneficiaries feel more confident about their next steps.

Learn more in our latest article.

As a beneficiary, understanding what inheriting truly means and how to navigate the process is crucial. This guide provides beneficiaries with the necessary information to help them make informed decisions when dealing with inheritance matters.

10/02/2026

Open Enrollment is closer than you think.

As Medicare Open Enrollment approaches, now may be a good time to review your current coverage, consider your healthcare needs, and become familiar with your available options for the coming year.

Swipe through for a few helpful reminders.

Explore our protection planning services: https://www.empeopleinvestments.com/protection-planning

10/01/2026

October is Women's Small Business Month, a time to recognize the entrepreneurs who help drive innovation, create jobs, and strengthen local communities.

This month's financial fact highlights the significant impact women-owned businesses continue to make across the country. Whether you're building a business, planning for retirement, or thinking about your legacy, a strong financial strategy can help support your long-term goals.

Learn more about our services: https://www.empeopleinvestments.com/

09/24/2026

✅ How organized are your finances?

From retirement accounts and insurance policies to tax documents and beneficiary information, our year-end planning checklist can help you take inventory of the details that are easy to overlook.

If you'd like help reviewing your financial picture, we're here to help: https://www.empeopleinvestments.com/contact

09/22/2026

🍂 Fall is here, making it the perfect time to revisit important estate planning details before year-end deadlines start approaching.

From beneficiary designations and estate documents to gifting strategies and digital assets, a quick review now may help ensure your plans still reflect your goals and current circumstances.

Explore the key estate planning items worth reviewing before year-end.

You might not need to extensively manage estate planning each year if there have not been any substantial changes. Nevertheless, estate planning remains an important part of year-end preparation because your circumstances may change.

09/21/2026

📅 It's Medicare Education Week!

The more informed you are, the more confident you can be when making important retirement decisions. Understanding how healthcare expenses fit into your long-term financial strategy is a valuable step toward planning for the future.

Explore our services: https://www.empeopleinvestments.com/

09/17/2026

Meet Derek 👋

With a passion for personalized investment guidance, Derek helps individuals navigate important financial decisions and pursue their financial goals with confidence.

Learn more about Derek and the team at Empeople Investment & Retirement Services: https://www.empeopleinvestments.com/meet-our-team

09/15/2026

Do you typically wait until the end of the year to think about charitable giving?

Starting earlier may give you more time to evaluate your goals, organize documentation, and explore giving strategies before year-end deadlines arrive.

Learn how charitable giving can fit into your broader year-end planning efforts.

Charitable giving is often included in year-end financial planning because of its connection to tax reporting and documentation requirements. While many contributions tend to be made in November and December, early fall provides time to plan donations, review records, and understand how different ty...

09/08/2026

💡 A quick tax checkup now could save you time later.

Reviewing your withholding, retirement contributions, investment income, and healthcare accounts before year-end may help you make more informed financial decisions.

Learn more in our latest article.

Preparing for year-end tax planning should begin even before the last quarter of the year. Early fall gives you more time to review your income, evaluate your current tax positions, and identify actions that must be completed by December 31.