Thoroughbred Advisors

06/04/2026

Don't forget to mark your June calendars for some important financial dates!🗓️

Coming up this month:
• June 15 – Q2 Estimated Tax Payments: Self-employed individuals and business owners should send their second-quarter 2026 estimated tax payments to the IRS.
• June 16 – Overseas Tax Deadline: Tax return deadline for U.S. citizens/residents living overseas or on military duty outside the U.S. who requested an extension (moved from June 15, which is a Sunday).
• June 19 – Juneteenth National Independence Day: Federal Reserve banks, most major commercial banks, and the NYSE/Nasdaq will be closed.
• June 30 – FAFSA Deadline: Deadline for submitting the 2025–2026 FAFSA form for college financial aid.

06/03/2026

This Men's Health Month, we want to highlight the value of talking to someone about your finances. Financial pressure can impact every area of life, including your mental well-being. Creating a strategy that works for you can help reduce stress and give you more confidence in your future, so you can continue showing up for the people who count on you most.

06/02/2026

This Pride Month, we’re celebrating the freedom to build a future that feels true to you. 🌈
Because everyone deserves access to guidance, support, and a financial plan built around their goals, no matter what their journey looks like. Here’s to planning confidently for the future you deserve.

06/01/2026

Kicking off June the right way, fresh air, great weather, and even better teammates. ☀️⛳ Looking forward to a summer filled with growth, teamwork, and a few more opportunities to enjoy days like this.

05/29/2026

On Senior Health & Fitness Day, we’re reminded that wellness goes beyond the physical.

Financial fitness matters too, knowing where your money is going, reviewing your plan, and understanding how to make the most of your Social Security benefits.

Only 21% of Americans know their full retirement age, a key factor in maximizing benefits (Source: Kiplinger 2026).

Full Retirement Age Calculator: https://bit.ly/3S8zYyc

A simple check-in today can make a meaningful difference tomorrow.

05/26/2026

This Family Wellness Month, we want to recognize that growing a family looks different for everyone. Whether you’re planning for your first child, expanding your family, balancing multigenerational responsibilities, or simply thinking ahead for the future, financial confidence can make a meaningful difference.

05/25/2026

Today we remember and honor the men and women who gave their lives in service to our country.

05/21/2026

This Asian American & Pacific Islander Heritage Month, we're honoring the leaders, innovators, and voices who have paved the way in the financial industry.

Their influence goes beyond numbers, it's about opening doors, creating opportunity, and inspiring the next generation to build something greater.

05/12/2026

International Nurses Day 💙

Nearly 3 out of 4 nurses report feeling emotionally drained multiple times each week, and more than half say they skip meals or breaks just to keep up with the demands of the job.

When your time and energy are stretched that thin, managing finances can easily take a back seat.

That’s why we’re passionate about helping nurses build financial strategies that create stability, no matter how demanding their schedule may be.



Source: AMN Healthcare 2024 Survey; Joyce University Nursing Burnout Report (2025)

05/11/2026

Learn How You Could Get Up to
One-Year Off Your Child’s College Tuition Costs

COLLEGE FUNDING 101
NO COST WORKSHOP
Strategies to Save Big on Tuition

📆 Monday, May 18, 2026 at 6:00 pm
📍 Crandall Public Library, Glens Falls
🎫 Register: https://bit.ly/49mJHH2

You’ll Learn:
✔️How You May Be Able to Get 1 Year Off College Tuition by Planning Now
✔️How Guaranteed Tuition Discount Programs Work
✔️What the Tuition Rewards®️ Model Is and Who Qualifies
✔️Why Private Colleges May Cost Less Than Public Ones
✔️How to Protect Your Retirement While Saving for College
✔️When You Should Start Planning – and If It’s Too Late

Hosted by Josh Lochner, Financial Planner
and Christian Wardell, Financial Professional

www.ThoroughbredAdvisors.com


Josh Lochner is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, 518-608-4608. All entities listed are independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC8892845(0426)

Learn How You Could Get Up to One-Year Off Your Child’s College Tuition Costs