Corpus Christi Financial Group

11/01/2026

🍂 November is here, and there are plenty of ways to get out, connect, and enjoy the communities we call home! Here are a few confirmed happenings Around the Coastal Bend this month.

📍 CORPUS CHRISTI
🎨 Nov. 6 | First Friday ArtWalk, downtown
🍽 Nov. 6-8 | Greek Food Festival at St. Nicholas
🏃 Nov. 7 | Harbor Half Marathon
🍽 Nov. 14-15 | Jewish Food Festival
🎶 Nov. 14 | Corpus Christi B**r Festival at Heritage Park (tastings for ages 21+ require tickets)

📍 PORT ARANSAS
⛵ Nov. 6-8 | Wooden Boat Festival at Roberts Point Park
🍂 Nov. 8 | Port Aransas Farmers Market
🏃 Nov. 25 | Port Aransas Turkey Trot at Cinnamon Shore North

📍 NORTH PADRE ISLAND
💚 Nov. 19 | Padre Island Parrot Head Club benefit for the Coastal Bend Food Bank

📍 ROCKPORT & FULTON
🎨 Nov. 1 | Final day of the Rockport Film Festival
🎨 Nov. 7, 14 & 21 | Free Family Saturdays at Rockport Center for the Arts
🛍️ Nov. 14 | Austin Street Art Walk
🎶 Nov. 20 | Sue Foley at the Rockport arts campus
🎨 Nov. 27 | The Big Wave exhibition begins

📍 KINGSVILLE
🎄 Nov. 20 | Ranch Hand Weekend downtown tree lighting
🍽 Nov. 21 | Ranch Hand Breakfast at King Ranch
✨ Nov. 21 | Ranch Hand Downtown Festival

📍 PORTLAND
🛍️ Nov. 7 | Portland Farmers Market
🎄 Nov. 30 | Christmas Tree Forest opens

Which November event is going on your calendar? Tell us below! 💚

📅 Event schedules, admission, and weather can change. Check the organizer's latest information before heading out.

10/31/2026

🎃👻 Happy Halloween from Corpus Christi Financial Group!

We hope your evening is filled with good treats 🍬, great memories, and plenty of fun.
Whether you’re:

🎃 Carving pumpkins
👻 Taking the kids trick-or-treating
🍿 Watching a favorite Halloween movie
🍬 Handing out candy
🏡 Or enjoying a quiet evening at home

We hope you have a safe, fun, and Happy Halloween! 🧡

From all of us at Corpus Christi Financial Group 💙💚

-or-treat

10/30/2026

🎉 Celebrating One Year Together! 🌊💙💚

One year ago, Corpus Christi Financial Group welcomed Coastal Financial on the Island into the CCFG family, beginning an exciting new chapter for our team and the clients we are proud to serve.

Over the past year, we’ve had the opportunity to strengthen relationships, bring our teams together, and continue providing the personalized guidance and care our clients have come to expect. 🤝✨

While a lot can happen in a year, our focus remains the same: helping our clients become more confident and comfortable in their financial future.

We are incredibly grateful to our clients, our team members, friends, and communities who have supported us. We’re excited about everything still ahead for Corpus Christi Financial Group & Coastal Financial on the Island! 🎉

Here’s to one year together and many more to come! 💙💚

10/29/2026

🔐 Cybersecurity Awareness Month

Protect Your Financial Life

Your financial life deserves digital protection, too. 🔐📱

A few simple habits can make a meaningful difference when protecting your financial information online:

🔒 Turn on multi-factor authentication whenever available.
🔗 Pause before clicking unexpected links.
☎️ Verify unusual money requests using a phone number you already know.
🔢 Never share one-time security codes with someone who contacts you unexpectedly.
🔔 Review account alerts and login notifications regularly.

Cybersecurity is now an important part of staying financially organized.

Taking a few minutes to strengthen your digital security today can help protect the financial future you have worked hard to build. 🛡️💙

10/28/2026

🚒🚑🚓 Today is National First Responders Day!

We are grateful for the firefighters, EMTs, paramedics, law enforcement officers, and other first responders who serve our communities every day. ❤️

Thank you for answering the call, helping our neighbors, and being there when our community needs you most.

From all of us at Corpus Christi Financial Group, thank you for your service, sacrifice, and dedication. 💙💚

10/27/2026

🧾 Year-End Planning

Before December Gets Busy

🧾 Year-end financial planning is easier when it doesn’t begin on December 28.

With a little more than two months remaining in the year, October can be a useful time to begin reviewing financial decisions that may have tax implications.

Depending on your situation, that conversation might include:

📊 Investment gains and losses
🔄 Potential Roth conversion opportunities
❤️ Planned charitable gifts
💰 Retirement-account contributions
🧾 Estimated tax payments
🏢 Business income and expenses

Not every strategy is appropriate for every person, and some decisions can affect several parts of your financial picture.

The goal isn’t to make moves simply because the calendar is ending. It is to make sure the decisions you do make work together. 🧩

Your financial, tax, and legal professionals can help coordinate the pieces before year-end arrives.

10/26/2026

🎄🎁 Help us make Christmas brighter for local children! 🎁🎄

A little gift can bring a lot of Christmas joy! Join Corpus Christi Financial Group and Coastal Financial on the Island in our Christmas Toy Drive benefiting La Posada Foundation. ❤️

📅 Accepting donations November 2–December 4, 2026

We invite our clients, friends, and neighbors to bring a new, unwrapped toy or book to either office during our collection dates. Together, we can help make the holidays a little more special for children right here in the Coastal Bend!

📍 Corpus Christi Financial Group (CCFG)
6210 Wooldridge Road
Corpus Christi, TX 78414

📍 Coastal Financial on the Island
14493 South Padre Island Drive
Corpus Christi, TX 78418

🕗 Drop-off hours: Monday–Friday, 8:00 a.m.–5:00 p.m., excluding holiday closures.

🎁 Donation guidelines: Please bring only new, unwrapped toys or books. No realistic-looking toy weapons or gifts containing food.

La Posada Foundation partners with the U.S. Marines Toys for Tots program to help bring Christmas joy to children in Nueces, San Patricio, and Aransas counties.

✨ Please drop off your donations by Friday, December 4! Thank you for sharing the spirit of giving and helping us care for the community we call home.

10/23/2026

❤️ Charitable Giving

Cash Isn't the Only Option

❤️ Planning to support a favorite cause before year-end?

Writing a check is one way to give, but it isn’t the only strategy worth considering.

Depending on your circumstances, charitable planning may include options such as:

📈 Appreciated investments
🎁 Donor-advised funds
💵 Qualified charitable distributions for eligible IRA owners
🏛️ Direct gifts to organizations you care about

The appropriate approach depends on your financial and tax situation, the assets you own, and what you hope your gift will accomplish.

Thoughtful giving can be about more than how much you give. It can also be about how you give. 💙💚

Charitable and tax strategies should be coordinated with the appropriate financial, tax, and legal professionals.

10/21/2026

🌳 Estate Planning Awareness Week

Review the People Behind the Plan

Estate planning is about more than documents. 📄🌳

It is also about making sure the right people know their roles when your family needs them.

During Estate Planning Awareness Week, consider reviewing:

👤 Who would handle financial decisions?
❤️ Who could make healthcare decisions if necessary?
📋 Who would administer your estate?
👨‍👩‍👧‍👦 Are beneficiary designations still correct?
💻 Have you considered instructions for important digital accounts and assets?

It may also be a good time to confirm that account titles and beneficiary designations coordinate with your broader estate plan.

⚖️ Your attorney can assist with legal documents, while your financial team can help review how financial accounts fit into the overall plan.

10/17/2026

📢 Social Security Update: 2027 Benefits Are Increasing!

The Social Security Administration has announced a 3.6% Cost-of-Living Adjustment (COLA) for 2027, the largest increase in four years.

What does this mean for retirees and those preparing for retirement?

✅ 3.6% Benefit Increase: Social Security benefits will increase beginning in January 2027.

💵 Approximately $75 More Per Month: The average retired worker's monthly benefit is expected to increase from $2,095 to approximately $2,170. Your actual increase will depend on your individual benefit amount.

📬 Watch for Your Updated Benefit Notice: Personalized COLA notices will be available through eligible my Social Security accounts beginning in late November, with mailed notices arriving in December.

🏥 Remember Medicare: Changes in Medicare premiums can affect the amount you actually receive each month.

Why does this matter for your retirement plan?

While an increase in Social Security benefits is welcome news, it's also a good opportunity to revisit your retirement income, monthly expenses, and overall financial picture.

At Corpus Christi Financial Group, we believe understanding changes like these is an important part of staying informed and preparing for the years ahead.



🔗 Learn more directly from the Social Security Administration:

Cost-of-Living Adjustment (COLA) Information for 2027 Social Security and Supplemental Security Income (SSI) benefits for 76 million Americans will increase …