Erik D Sharkey, CPA, CFP

02/19/2026

Tax law changes decoded: Download this 2026 Tax Readiness Playbook to learn how you can plan proactively, be prepared, and hit key deadlines.

https://bit.ly/4ar6VNk

02/17/2026

Last week markets were volatile as AI disruption concerns weighed on equities despite solid economic data. Strong job growth and easing inflation pushed Treasury yields lower, highlighting a growing disconnect between fundamentals and market sentiment. Give our weekly market perspective a read for more takeaways.

02/17/2026

Wishing peace, reflection, and blessings to all observing Ramadan.

02/17/2026

Wishing everyone a joyous Lunar New Year. May 2026 bring good health, good fortune, and quality time spent with your loved ones.

02/16/2026

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more complex. What would help you to ensure everything is aligned with your long-term goals? Let’s touch base to review your strategy and make any necessary adjustments to help keep your financial plans on track.

02/16/2026

Every business has at least one person they can’t afford to lose. Fortify the health of your business and protect it from disruption with a well-sized, regularly reviewed key person policy. Let's connect.

02/16/2026

Honoring leadership, vision, and unity this Presidents Day. Wishing you a day of reflection and inspiration.

02/14/2026

Wishing you a day filled with appreciation for the relationships that matter most.

02/12/2026

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the next step, talk with your partner about these important financial considerations. Then, let’s connect to create a financial future that aligns with your love story.

02/12/2026

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your loved ones will be protected, no matter what tomorrow brings. Let’s work together to ensure you have the coverage you need.

02/11/2026

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk about how an annuity can provide retirement income you can’t outlive.

Head into reitrement with confidence by understanding the benefits and value of fixed annuities for a longer and financially secure journey ahead: 0:00 Intro...

02/09/2026

Market volatility picked up last week as software and crypto sold off, even as the Dow hit record highs. Investors continued rotating into “old economy” sectors while tech valuations tightened amid AI related disruption concerns. Despite mixed labor data and repricing on growth assets, overall fundamentals remain solid and earnings continue to beat expectations. Check out this week’s market perspective to learn more.