Mosaic Wealth Consulting

10/17/2026

💗 Breast Cancer Awareness Month is a time to honor survivors, remember loved ones, and support those currently facing a breast cancer diagnosis.
We understand that unexpected health challenges can impact not only emotional well-being but also financial stability. This month, we encourage everyone to prioritize their health, schedule recommended screenings, and support organizations working toward prevention, treatment, and research.
Together, we can raise awareness, offer support, and help build a future with better outcomes for all.

10/15/2026

Retirement Planning
Is a journey, not a destination.
Start early, stay consistent, and seek professional advice.

10/13/2026

The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

10/10/2026

Please join us in wishing Kelly Perney a very Happy 9th “work” Anniversary.
Kelly is a Private Wealth Advisor, Senior Client Relationship Manager in our New Alexandria Office.

09/30/2026

Let's take a moment to wish Niki Mullinix a very Happy Birthday!
May all your birthday wishes, come true.

09/27/2026

Let's take a moment to wish Sara Rinehart a very Happy Birthday!
Sara works a Client Relationship Manager in our New Alexandria, PA Office.

09/22/2026

Please join us in celebrating Craig Peterson’s 6th Work Anniversary! For six years, Craig has dedicated himself to serving our clients as a Financial Advisor. We are also incredibly grateful for the last year he has spent collaborating alongside Niki Mullinix.

09/21/2026

Let's take a moment and wish Kelly Perney a very Happy Birthday!
Kelly works in our New Alexandria PA, Office as a Private Wealth Advisor, Senior Client Relationship Manager supporting Don McDade.

09/17/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

09/15/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.


Source:

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.