Sherri Banta Group

10/07/2026

🌎 WORLD FINANCIAL PLANNING DAY is today!

Every year on the first Wednesday of October, we celebrate World Financial Planning Day - an annual reminder of the importance of financial planning.

It’s an opportunity for financial planners to educate clients on how to prepare for their financial future and create long-term financial goals.

Today and every day. 🩵
Sherri Banta Group

10/06/2026

Medicare’s Annual Election Period (AEP), also referred to as Medicare open enrollment, starts next week, October 15 through December 7.

AEP is an opportunity to help clients prepare for possible changes in health care costs because Medicare plans can change each year.

Premiums, deductibles, copayments, provider networks, covered services, prescription formularies, and pharmacy participation…

We encourage clients to review their Annual Notice of Change (ANOC) letter, sent out in September, and consider whether their current coverage still meets their needs.

And our Medicare BackOffice provides valuable guidance - a trusted Medicare expert to help you with plan-specific questions while we remain focused on your financial goals.

If you experienced a change in health, want to confirm doctors remain in network, or are concerned about premiums or out-of-pocket costs…we want you to be confident in your planning.

10/05/2026

The days get shorter. The leaves start to change. 🍂 It’s a good time to take a fresh look at your financial life.

Like the seasons change, life changes, too.
That doesn’t mean starting over. Sometimes, it means rerouting your money. Maybe some of your savings needs to stay accessible, while another portion could have a different job, or work harder for you.
The right strategy depends on your goals, your life, and what you want your money to accomplish💰
At Sherri Banta Group, we start with you. We take a look at the bigger picture, explain your options, and help you make good decisions so you’re confident about what comes next!

10/01/2026

October Is Breast Cancer Awareness Month. 💗 We talk about protecting your financial future year-round, and that includes preparing for the unexpected. All of the life insurance policies we offer include living benefits, giving you access to funds if you experience a qualifying critical or chronic illness.

If an unexpected diagnosis or illness happens, your focus should be on your health and getting well and - not wondering how you’re going to manage financially.

You can plan today to protect tomorrow. 🩵

09/30/2026

Your 401(k) shouldn’t just sit there collecting dust. If you’ve changed jobs, retired, or just aren’t sure what to do with an old 401(k), you’re not alone.

You have options - and understanding them will make a big difference when it comes to your future.

Let’s talk about what makes sense for you. 💙

Let's review your options! https://www.sherribantagroup.com/about -Main

Meet Sherri Banta, a fiduciary advisor helping you protect income, plan for retirement, and build wealth with no-risk strategies in CA, OH, and beyond.

09/29/2026

Life Insurance Awareness Month is wrapping up, but our door is always open!

Even though life insurance isn’t normally a hot topic or at the top of your priority list, when you’re ready to prioritize protecting your current and future income, we’re here.

Life insurance can replace income, cover debts, and support your family financially during a time of need. Even if you have coverage through work or a policy from years ago, it’s important to review your coverage from time to time.

Life changes. Your coverage should be reviewed before it does.

📞 (805) 471-1841

09/28/2026

Welcome to the sandwich generation. 🥪

You’re supporting the people who came before you while trying to build a secure future for the people coming after you — all while trying to take care of yourself somewhere in the middle.

And let’s be honest… there are only so many hours in the day and only so much money to go around. So where does your financial future fit in?

A thoughtful financial plan can help you look at the whole picture — retirement, college, family support, unexpected expenses, and your own goals — so you can make decisions today that support the life you’re building tomorrow.

Because taking care of everyone else shouldn’t mean putting your own future on the back burner. 💙

You don’t have to figure it all out at once. You just have to start somewhere. We can help. Let’s look at some options today.

09/28/2026

Caught in the middle? You’re not alone. 💙 If you’re raising kids AND helping care for aging parents on top of working, you’re part of what’s called the sandwich generation. It can mean more expenses, more responsibilities, and a lot of moving pieces all at once - and less time.

College. Retirement. Medical care. Helping Mom and Dad. Helping the kids. How do you help yourself?

A good financial plan will help you understand what you can do today to prepare for an unexpected tomorrow, and offer you peace of mind.

Read more ⬇️

https://www.sherribantagroup.com/blog-posts-good-newsletter/understanding-the-sandwich-generation

09/25/2026

Financial planning shouldn’t feel complicated. It should feel comfortable. It should make sense. And you should feel good about who you’re trusting with your plan.

That’s what we believe at Sherri Banta Group.

No pressure. No confusing language. No consultation fees…EVER! Just real conversations to help you retire in style.