Downey Financial Group, Inc.

06/16/2026

When you're diving into estate planning, it's common to think about wills, trusts, and other financial tools to make sure your assets go where you want them to. But there's one thing that often slips through the cracks: the impact of adding a child or someone else to your property's deed. It's really important to take a good look at all the factors and understand what this decision means. By doing this, you can make sure your estate planning fits perfectly with your goals and truly benefits your loved ones the way you intend.

Adding a child to the deed? Read this.

06/11/2026

Are you feeling uncertain or have questions about your rapidly approaching retirement? This comprehensive checklist is designed specifically for you to help guide you through the process and ensure you're well-prepared for this exciting new chapter in your life.

This checklist is for you.

06/09/2026

Estate Planning: More Than Just Paperwork Don't miss out on this month's newsletter to learn about the critical elements you need to know! It will provide you with the insights necessary to make informed choices and ensure your estate plan is thorough and well-organized.

It's a system that needs to connect.

06/04/2026

Are you dreaming of retiring in the near future? If so, we have a fantastic resource to help you transition smoothly into a life without work. Take advantage of our FREE comprehensive checklist designed to guide you through the essential steps needed to prepare for retirement. This checklist will assist you in organizing your finances, planning your lifestyle changes, and ensuring that you are ready to enjoy a fulfilling and stress-free retirement.

Use this FREE checklist to help kickstart your work-free life.

06/02/2026

Just a friendly reminder to take a moment now and then to check who you've listed on your beneficiary form. This small step can make a big difference in your estate planning. Keeping your beneficiary designations up-to-date is one of the top three estate planning tasks you should revisit regularly. Read this month's newsletter to find out more!

A forgotten form can override your will.

05/26/2026

It’s easy to look at 100 years of market history and think it has nothing to do with you. But long-term results are built in much shorter stretches. Ten years. Five years. Sometimes even one tough year where you decide whether to stick to the plan or step aside. In this month’s Visual Insights Newsletter, we explored what happened to $100 invested in 1928 and left alone for nearly a century.

See what a century of investing history shows.

05/21/2026

Job instability can be overwhelming and stressful, but having a well-thought-out strategy can make all the difference between feeling lost and staying in control. That’s why we’ve created the 10-Step Layoff Survival Guide — a straightforward resource to help you protect your financial future and stay on track during uncertain times.

The "10-Step Layoff Survival Guide" offers the help you'll need when facing a layoff.

05/21/2026

At Downey Financial Group, giving back is more than a value — it’s part of who we are. ❤️

As part of our Downey For Good: Days of Service, we volunteered with Phil's Friends to help bring encouragement, hope, and support to individuals battling cancer.

From packing care packages to sharing messages of kindness, every small act reminds us how powerful community can be. We’re grateful for the opportunity to serve and make a difference together. 💙

05/19/2026

Comfort feels good. Stability feels smart. In uncertain times, doing nothing can feel responsible. But over long periods of time, comfort can quietly cost you. In our recent Visual Insights Newsletter, we looked at what happened to $100 invested across different assets in 1928 and left alone for almost a century.

History shows why comfort can come at a cost.

05/14/2026

Questions about unemployment benefits, health insurance or severance options? Our complimentary ”10-Step Layoff Survival Guide” can help with all the information you need.

Your Guide to Making the Right Decision During a Layoff