Proactive Wealth Strategies, LLC

05/21/2026

Thank you Michael Darr & Jackie Wilke of First Trust for a wonderful lunch seminar yesterday. We learned about some great new products for our clients and some good ideas to show our clients our appreciation.

05/19/2026

05/19/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/11/2026

Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.


Source:

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

05/10/2026

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

05/09/2026

Mom taught me that "waste not, want not."
That grocery lists matter.
That rainy day jars aren't just for spare change; they're one way she prepared for life's "what ifs."

Whether she balanced the checkbook down to the penny or found creative ways to stretch a budget, many of us carry her financial wisdom with us.

What's a money lesson your mom shared that still sticks with you?
Drop it in the comments—we'd love to hear what stayed with you. 💬👇

05/08/2026

Craig & Akbar attended an incredibly informative LPL conference last week in Nashville! 📚

05/01/2026

04/29/2026

Yesterday, we had the pleasure of hosting a wonderful Women’s Only Luncheon at The Capital Grille – Perimeter, bringing together an incredible group of female clients for meaningful conversation, connection, and insight.

A special thank you to our featured speaker, Rebecca Pearson, Regional Director at Dunham & Associates for her engaging presentation, Women of the Golden Rock and the Feminization of Wealth, and for sharing thoughtful perspectives on the evolving financial influence of women.

We are grateful to the remarkable women who joined us and made this event such a success. Here’s to empowering women through knowledge, community, and confident wealth planning.

04/22/2026

Are you paperless? Have u chosen to receive bills & financial statements online instead of being mailed to you? On this Earth Day we encourage you to “go paperless”!