Sal Motta of Gateway Financial Partners

05/27/2026

Social Security overpayments happen, and they can be a hassle. Learn what causes them and how to handle the situation from this insightful article from NerdWallet.

https://www.nerdwallet.com/article/investing/social-security/social-security-overpayment

Social Security is a federal program that pays financial benefits to retirees and their families, as well as to children and families of deceased workers. It also pays benefits to people with disabilities who may have limited opportunities to earn money.

05/19/2026

Saving tends to look different at different stages.

Early on, it might be smaller amounts. Later, it may increase as income changes. What matters most is having a system that works for your situation.

05/11/2026

Knowledge is power, especially when it comes to managing money.

Financial literacy is in everyday decisions. How debt is used, how savings are structured, how risk is understood.

The more familiar those pieces become, the easier it is to make choices that fit your situation.

05/07/2026

Inheriting an IRA comes with decisions and deadlines. Knowing the rules can help you navigate the process smoothly. Kiplinger has more!

https://www.kiplinger.com/retirement/inherited-ira-opportunities-and-challenges

New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.

04/30/2026

Compound interest is often described as earning interest on your interest.

Over time, that can create a snowball effect where growth builds on itself. The longer the timeline, the more noticeable that effect tends to become.

04/22/2026

It can be helpful to look at your last bank or credit card statement and scan for recurring charges.

Streaming services, apps, memberships. Individually small, but they can add up when they run quietly in the background. A quick review can bring that back into focus.

04/16/2026

Expenses can shift after retirement. Are you prepared for rising costs? Experian shares what to consider.

https://www.experian.com/blogs/ask-experian/reasons-expenses-could-rise-in-retirement/

Health care, housing, debt, travel and taxes are five major expense categories that can increase your costs in retirement. Learn how to save on each.

04/06/2026

Interest rates tend to work in both directions.

On debt, higher rates can mean more of your payment goes toward interest instead of the balance. That is why many people choose to focus there first before shifting toward longer-term saving or investing.

03/26/2026

Are you looking at the big retirement picture? Healthcare, housing, and lifestyle choices all impact costs.

https://www.nerdwallet.com/article/investing/retirement-costs

Before you can safely retire, you need to know that your income will cover your expenses. Learn about retirement costs that can catch you by surprise.