Basis Financial Group

10/09/2026

🍂 Fall Festival Fun is Here! 🍂

There’s something special about this time of year... crisp air, colorful leaves, pumpkin patches, hayrides, and time spent making memories with family and friends.

As the season changes, take a break from the busy pace of life and enjoy all the simple joys that fall has to offer. Whether you're picking pumpkins, navigating a corn maze, sipping hot c***r, or gathering around a bonfire, fall festivals are a great reminder to slow down and enjoy the moment.

What’s your favorite fall tradition? 🎃🍁

🍂🎃🍎

10/01/2026

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

09/24/2026

🏦 Bond yields may sound like something only investors need to watch, but they can also show up in everyday financial decisions.

The 10-year Treasury yield recently climbed to 4.78%, its highest level since January 2025. That matters because movements in Treasury yields can influence borrowing costs across the economy.

🏠 Higher yields may contribute to higher rates on mortgages, auto loans, credit cards, and personal loans. They can also have an upside for savers, since rates on high-yield savings accounts and CDs may rise as well.

So when Treasury yields move, the effects can reach well beyond the bond market.

If you’re borrowing or keeping money in interest-bearing accounts, it may be worth paying attention to where rates are heading and how they’re affecting the options available to you.


Source:

The U.S. bond market influences how much American consumers pay for loans and the interest they can earn on their savings accounts.

09/22/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already?

09/17/2026

The best time to plan for your future is today.

Financial confidence doesn't happen by chance. It comes from having a strategy, staying committed, and making informed decisions along the way. If you're wondering whether you're on the right track, now is a great time to review your plan and make sure your future goals remain within reach.

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.

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

Please keep in mind that Basis Financial Group office will be closed today, but we will be back open tomorrow!

To the builders, creators, and doers: Happy Labor Day!

09/02/2026

September brings cooler mornings and shorter days, but don't let it fool you, we're still in the Dog Days of Summer! ☀️🐾

As we head toward fall, it's a great reminder to make the most of the season that's left. Take that extra walk, enjoy a sunset, plan a final family barbecue, or simply slow down and appreciate the moments that make summer special.

Just like in life and financial planning, every season has its opportunities. The key is making the most of the time you have.

Summer may be winding down, but there's still time to create memories that last long after the season ends.

08/26/2026

No matter what this week brings, remember that small steps still move you forward. Be patient with yourself, celebrate the little victories, and don't underestimate the power of consistency. Every day is a new opportunity to make progress. 🌟

08/19/2026

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience and major life milestones.

The benchmark includes having six weeks of take-home pay in savings, along with enough net worth to support goals such as homeownership and retirement security.

According to the report, about 34.5 million U.S. households fall short of that threshold.

The estimated net worth needed varies by age group:
18-29: $40,000
30-39: $120,000
40-49: $265,000
50-64: $530,000
65+: $775,000 for a couple with no mortgage

These figures are broad estimates and can vary based on income, location, household needs, and housing costs.

The broader takeaway is that income alone does not always show whether a household feels financially secure. Savings, assets, debt, housing, and long-term goals all help shape the bigger picture.


Source:

Three in four American households lack the wealth to weather financial setbacks and achieve major life milestones.