Banks Wealth Management LLC.

10/10/2026

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By staying informed and taking proactive steps, we can empower ourselves and our loved ones in the fight against breast cancer. 💪

10/10/2026

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

10/10/2026

The Federal Reserve's Survey of Consumer Finances reveals some eye-opening statistics about the "Great Wealth Transfer." The average inheritance for American households is $46,200. However, for the top 1 percent of households that number jumps to $719,000. It's essential to have a strategy in place to manage your inheritance.

Source: Finance.Yahoo.com, June 24, 2026

10/10/2026

Whether or not you are a sports fan, attending a football game is a great excuse to spend time outside and have quality time with family or friends. Make your tailgate party the highlight of the day with these helpful tailgating tips and downloadable checklist.

Tailgate season has arrived! Here are great tips for food, music and entertainment ideas. Plus a packing checklist!

10/09/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

10/08/2026

It’s time for Medicare enrollment! For free, personalized counseling from your State Health Insurance Assistance Program, visit or call 1-800-MEDICARE (1-800-633-4227).

insurance open enrollment

Get trusted, local Medicare help from SHIP. We connect you with counselors to provide guidance on Medicare enrollment, coverage, and costs.

10/07/2026

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? One study found that 72 percent of adults are not confident in their ability to manage a financial windfall. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: CitizensBank.com, 2026

10/07/2026

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. Let's make October a time to pause and reflect on your financial path and your goals.

10/05/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗