EGR Financial

06/01/2026

06/01/2026

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impacting memory, thinking, and behavior. During Alzheimer's and Brain Awareness Month, let's educate ourselves and others about the importance of brain health.

05/27/2026

Retirement income isn’t just “withdraw 4%” anymore.

Consider coordinating Social Security timing, keeping a cash buffer, and aligning withdrawals and investments with taxes and time horizons.

A written plan can help reduce surprises when markets move. Want a second set of eyes? Reach out and schedule a free consulatation. 📌

05/25/2026

As we enjoy our freedoms and blessings, let us take a moment to reflect on the sacrifices made by so many men and women who have served our nation. Thank you for your service and dedication.

05/22/2026

Our office will be closed on Memorial Day (Monday).

We’re taking the day to honor those who gave their lives in service—and to pause, reflect, and spend time with family.

If you need anything, please leave a message or email, and we’ll respond when we return. 🕊️

05/22/2026

This month's Employee Spotlight is founding member, owner and partner, John Engler!

Feel free to let us know how long you've known John and how you know him!

05/20/2026

Turning 50+ this year? Your 401(k) or IRA may allow “catch-up” contributions—extra savings on top of the annual limit.

Even small boosts can help close retirement gaps over time. Limits and eligibility vary, so check your plan and tax situation. Want to review your options? 💬📈

05/15/2026

We are incredibly grateful for the overwhelming generosity of everyone who donated to the LSSNWO Stock the Shelves food donation event. Thanks to your kindness, we collected nearly two SUV trunks full of non-perishable food items that will help provide meals and support to so many individuals and families in need within our community.

Your willingness to give, no matter the size of the donation, is a beautiful reminder of what can happen when people come together to care for one another. Every canned good, box of pasta, and pantry staple will make a meaningful difference.

From the bottom of our hearts, thank you for your compassion, support, and generosity. Together, we are helping feed hope in our community. ❤️

05/15/2026

According to an AARP study, financial exploitation costs senior citizens about $120,000 per incident. Could your elderly loved one afford such financial damage? Today is Senior Fraud Awareness Day. Take time to promote awareness and safeguard their finances.