EGR Financial

09/07/2026

"Follow your passion, be prepared to work hard and sacrifice, and, above all, don't let anyone limit your dreams." (Donovan Bailey) Today, we celebrate your hard work, sacrifice, and dreams. Happy Labor Day!

09/04/2026

If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthinkable occur. Call us today to put the right coverage in place.

09/04/2026

09/02/2026

Insurance can feel overwhelming—because it’s not one-size-fits-all. Here’s a helpful starting point ✅

Common “must-consider” coverage:
• Health
• Auto + Home/Renters
• Life (if others rely on your income)
• Disability (protects your paycheck)

Often situational:
• Umbrella liability
• Long-term care

If you’d like, we can review what you have and what you may not need. 🧾

09/01/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

08/28/2026

Looking for something fun to do tonight? Go watch Lucas coach Whiteford Bobcats football!

08/26/2026

We've had a few 'celebrations' that we've been remiss in posting!

First a VERY belated 'Happy Birthday' to John! He celebrated his birthday on July 22!

Also, congratulations to Max and his wife, Kahlan on the birth of their second child, Margeaux, born July 12! She joins big sister, Ophelia!

Finally, a big CONGRATULATIONS to Max and Cole on passing their CFP® exams. They are one step closer to receiving their CERTIFIED FINANCIAL PLANNER® designations!

Please join us in celebrating these individuals!

08/26/2026

Balancing college savings with retirement can feel like choosing between two important chapters of your family’s story.

A simple framework:
1) Prioritize retirement first (you can borrow for college, not for retirement).
2) Set a clear college target: what’s realistic, by when, and from which accounts.
3) Automate contributions so progress happens in the background.
4) Revisit annually as tuition costs, income, aid options, and goals change.

The “right” split is personal—and a coordinated plan can help you support both goals with confidence. If you’d like help pressure-testing your numbers, contact our office. 🎓📊

08/21/2026

After a short hiatus, our 'Employee Spotlight' feature is back!

This month is all about owner and partner, Matt Garrow!

08/19/2026

Estate planning isn’t just “for later”—for young families, it’s a way to put loving intentions into a clear plan.

A few high-impact basics to review:
1) Name guardians for minor children
2) Update beneficiaries on retirement accounts and life insurance
3) Set/refresh a durable power of attorney + health care directives
4) Create a will (and consider whether a trust fits your goals)
5) Keep documents organized and tell a trusted person where to find them

Contact our office for a simple checklist to help you get started.