Swanson Financial Group

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10/12/2026

A comprehensive financial plan protects against market volatility. But what about digital exposure?

As a high-earning professional or federal leader, your financial life spans multiple digital platforms, complex asset structures, and institutional portals. Keeping those communication channels secure is just as critical as your asset allocation strategy.

This Cybersecurity Awareness Month, take 10 minutes to audit your financial life:
- Verify multi-factor authentication (MFA) is active across all financial and institutional portals.
- Review your account notification settings for real-time alerts on login attempts or asset transfers.
- Confirm your recovery phone numbers and trusted contact emails are up to date.

📞 Connect with our team at shawnswanson.com for a comprehensive, strategic approach to your wealth.

10/08/2026

The biggest hurdle in financial planning is usually taking the first step.

Many professionals put off formal wealth planning because they feel their situation isn't "organized enough" yet, or they think they need every detail figured out before sitting down with an advisor.

At Swanson Financial Group, you don't need a polished spreadsheet to start. Our job is to help you bring order to the moving pieces, clarify your goals, and build a path forward together.

If you don't think you're ready to take that first step, think again and visit shawnswanson.com to schedule an introductory conversation. 📞

10/05/2026

We live in an era where everyone has a financial opinion and every media outlet sells urgency.

True financial maturity isn't about collecting more information; it’s about filtering out 99% of the noise so you can focus on the 1% that actually moves the needle in your life.

One week it’s panic over real estate, the next it’s a breaking headline about interest rates. But real, long-term wealth building is remarkably quiet. It’s not about reacting to every headline on your screen; it’s about knowing what applies to your specific roadmap and tuning out the rest.

Clarity isn't about tracking the entire market. It's about knowing what matters to you. Looking to bring focus and clarity to your financial strategy? Connect with our team at shawnswanson.com to start the conversation.

10/01/2026

Heading into Q4 is a natural checkpoint to review your baseline federal setup.

As we enter the final quarter of the year, taking 10 minutes to audit the basics can prevent major headaches before year-end. Here are four quick items every federal employee should review:

1️⃣ TSP Contribution Pacing: Verify your pay-period contributions are on track to capture the full agency match and hit your year-end goals.
2️⃣ Beneficiary Designations: Confirm your TSP (Form TSP-3), FEGLI, and unpaid compensation beneficiaries reflect any recent life changes.
3️⃣ Open Season Preparation: With Federal Open Season approaching next month, begin gathering medical expenses to evaluate your health plan needs.
4️⃣ Cash Reserve Yields: Ensure your liquid emergency cash is earning a competitive rate in today's interest environment.

Small maintenance checks now keep your retirement roadmap running smoothly through year-end. If you need help auditing your federal benefits before year-end, connect with our team at shawnswanson.com.

09/28/2026

Recent rate shifts by the Federal Reserve directly impact your TSP performance.

When the Fed adjusts policy, the ripple effects show up across government funds, altering yield environments for fixed-income options like the G Fund and F Fund while driving short-term movement in equity allocations.

At Swanson Financial Group, we help civil service professionals navigate these market moves so your long-term strategy stays on track and your portfolio positioning actively works for you through every economic shift.

📞 Want to review how these economic shifts fit into your overall TSP strategy? Connect with our team at shawnswanson.com.

09/25/2026

Raising daughters and a son is equal parts endless chaos, constant learning, and the absolute best part of life.

With National Daughters Day and National Sons Day landing in the same week, it’s a great moment to pause and appreciate the ones who keep us grounded and make every single day brighter (and a lot more interesting).

Wishing a very Happy Daughters Day and Sons Day to all the amazing kids and families out there!

09/21/2026

The hardest part of retirement planning isn't saving money. It’s shifting from accumulating assets to spending them.

After 30 years in your career, your mindset is wired to save. But when you step into retirement, the game changes. You need a distribution strategy that provides reliable income, minimizes tax drag, and protects your principal.

At Swanson Financial Group, we guide pre-retirees through this exact transition, turning a lifetime of hard work into a predictable, structured income plan. Don't leave your transition to chance.

Let's map out your retirement timeline. DM us or visit shawnswanson.com!

09/18/2026

Family moments like these are what always put the work back into perspective.

At Swanson Financial Services, we believe legacy isn’t just about what you leave behind down the road; it’s about protecting the values, security, and moments that matter today.

In wealth management, it’s easy to get consumed by market cycles and numbers on a screen. But true financial planning is about building a structure that gives families the clarity and confidence to enjoy the life they’ve worked hard to build.

As another week wraps up, it’s a good reminder to stay focused on the long game.

📞 Let’s talk about your financial game plan. Send a DM or visit shawnswanson.com to start the conversation.

09/17/2026

~~ Golf has a way of reminding you that one swing doesn’t define the entire round.

You’re going to hit some shots exactly where you want them and others that force you to adjust. The key is knowing where you stand, understanding your options and making the next decision with purpose.

Finances aren’t much different. Markets change, priorities shift and life rarely follows the scorecard exactly as planned. A solid financial strategy gives you the ability to adjust without losing sight of where you’re trying to go.

If it’s been a while since you’ve looked at your financial game plan, let’s chat.

09/11/2026

Twenty-five years later, the stories of courage from September 11 still matter. They remind us what service, sacrifice and commitment to others truly look like.

Address

2764 Chateau Circle
Columbus, OH
43221

Telephone

+16145789662

Website

https://www.shawnswanson.com/

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