The Wealth Factory

10/08/2026

🗓️ ONE WEEK until our Medicare Educational Event at Bucktail Medical Center!

Are you turning 65 or new to Medicare?
Not sure where to start or what you need to know?

Join us October 15th at 10 AM for an educational event covering the basics of Medicare. You’ll also have an opportunity to speak with our Medicare specialist and get your questions answered.

📍 Bucktail Medical Center
🗓️ October 15th | 10 AM

Come learn, ask questions, and get a better understanding of your Medicare options!

10/08/2026

Join us at the Covation Center for their 2026 Uncon!

Business owners spend a lot of time investing in their businesses.

Sometimes the best investment is getting them out of those businesses for a day.

Thank you to Wealth Factory for sponsoring Uncon and helping us create a day for exactly that.

https://masterclass.covationcenter.org/unconference
The Wealth Factory

10/06/2026

10 Days!
The countdown is on for Medicare Open Enrollment!
Preview and compare your Medicare options and make sure you have the best coverage for your needs.

While it’s too soon to make plan changes, you can start on the Medicare website so you’re ready for Open Enrollment on October 15.

10/06/2026

Here is this week’s Weekly Market Commentary from LPL Financial!

10/02/2026

👋 Hey, what happened to your retirement account?

If you’ve recently been laid off, terminated, or left a job, what are you doing with your 401(k)?

🤔 Leaving it where it is?
🔄 Rolling it over?
😬 Still figuring it out?

10/01/2026

💗 October recognizes both Breast Cancer Awareness Month and Domestic Violence Awareness Month — two important reminders that everyone deserves access to support, resources, and a safe, healthy future.

🎀 Breast Cancer Awareness Month encourages early detection, regular screenings, and support for those impacted by breast cancer.

💜 Domestic Violence Awareness Month shines a light on the importance of safety, healthy relationships, and supporting survivors.

This month, and always, let’s raise awareness, support one another, and remind those around us that they are never alone.

💗💜 Together, we can make a difference.

09/30/2026

Is this what you looked like when you saw your health insurance premium renewal? 🤔😳

DON’T CANCEL THAT COVERAGE JUST YET! Those new premiums don’t kick in until your renewal date, so take a deep breath!

📅 Medicare Annual Enrollment begins October 15th and Pennie Open Enrollment begins November 1st, and now is the time to explore your options.

You don’t have to chew through those confusing plans, premiums, and coverage options all by yourself! Let us take a 👀 and see if we can help you find something that better fits your needs.

09/29/2026

Check out the Weekly Market Commentary this week!

09/28/2026

📊 When was the last time your financial plan had a check up?

An annual review with your financial advisor can be a valuable opportunity to step back, evaluate your progress, and make sure your financial plan continues to reflect your goals.

Here are a few areas to review and some questions you should be asking your financial professional:

📈 Investments & Performance
• Is your investment strategy still aligned with your risk tolerance and time horizon?
• Does your portfolio need to be rebalanced?
• How has your portfolio performed compared with appropriate benchmarks?

💰 Taxes & Fees
• How much are you paying in advisory fees, fund expenses, and other costs?
• Are you using tax-efficient strategies when saving or withdrawing money?
• Are you taking advantage of available tax-advantaged accounts?

🏡 Life Goals & Milestones
• Have your financial goals changed?
• Are you still on track for your desired retirement timeline?
• Are your plans accounting for major priorities such as college savings, family needs, or generational wealth?

🛡️ Protection & Estate Planning
• Is your emergency fund still appropriate for your circumstances?
• Do your life, disability, and umbrella insurance coverage still fit your needs?
• Are your beneficiaries, will, powers of attorney, and other estate documents up to date?

📅 An annual review is a great time to ask questions, identify changes, and make informed decisions about your financial future.

09/26/2026

⛳️ “Golf is a game of inches.”

We had a great time at last week’s Williamsport/Lycoming Chamber of Commerce Golf Outing! A beautiful day, great company, and plenty of laughs on the course.

We’re grateful for the opportunity to connect with fellow local businesses and be part of such a great community!

🏌️‍♀️⛳️