Exact Wealth

06/11/2026

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.

These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.

At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals. (800) 326-5688.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan. (800) 326-5688.

https://ow.ly/HQro50Z5IcE

06/05/2026

Your financial future shouldn’t feel confusing or uncertain. On “The Exact Wealth Show,” John Becker and Sarah Nugent-Noll help bring clarity to the topics like retirement income, taxes, Medicare, investing, and more! It's time to approach your financial future with greater confidence and exact direction! Tune in every Saturday from 11 AM–12 PM on KOA, and learn more here: https://ow.ly/VHa250Z5I7K

06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://ow.ly/WvfY50Z5I5u

06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at (800) 326-5688!

05/28/2026

Procrastination might be the most common and most costly financial blind spot. We understand that life gets busy and saving for the future often takes a back seat. But waiting too long can mean running out of time to build the retirement you envision. Let's tackle the habit that holds so many people back from reaching their retirement goals together!

Contact us today to break down your plan: https://ow.ly/LskF50YSzSW

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️(800) 326-5688.

05/26/2026

National Scam Survivor Day was the second Thursday in May and phishing is the most reported type of cyber scam in the United States. Learn more about common scams and prevention strategies in our latest blog article! Read it now on our website!

Phishing is the most reported type of cyber scam in the United States and worldwide, and these attacks continue to rise and evolve every day.

05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at (800) 326-5688!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.