Haller Wealth Management Group

08/31/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

What fall traditions are you looking forward to the most? 🍂

08/24/2026

Back to School time! We're sending our best wishes out to all teachers, faculty, parents, and students as the year begins.
What's your favorite part of this season? The sports, the routines, the shopping? 🏈⏰🛍️

08/17/2026

Will✅ But... when's the last time you reviewed it?
Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy.
Here are 7 reasons to revisit your will:
1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

08/10/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

▪️Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

▪️Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

▪️Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

What matters the most to you? Let us know.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/06/2026

Looking for something fun to do this weekend? Head over to the State Fair before it's over! Be sure to check out their "Know Before You Go' guide to make your visit smooth and enjoyable for the whole family! 🌽🎢🎟️

08/03/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
- Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
- Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
- Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
- Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/28/2026

Looking for a hobby?! 🧶🎨🧵🐦
Needlepoint, knitting, pottery, origami, birdwatching, and even blacksmithing are growing in popularity among Gen Z and millennials. As more people look for ways to disconnect from screens, these analog hobbies provide a welcome opportunity to slow down, sharpen focus, relieve stress, and experience the rewarding feeling of learning and creating with their hands.

What hobbies do you remember doing as a kid that you still enjoy today?


Source:

Droves of young people who are turning to tactile, analog hobbies and activities as a means of escaping technology and reconnecting with childlike creativity and exploration.

07/23/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. How will you treat your next chapter?

When you retire, how will you treat your next chapter?

07/23/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. How will you treat your next chapter?

When you retire, how will you treat your next chapter?