Empeople Investment & Retirement Services

09/07/2026

Happy Labor Day!

Today is a great reminder of the many individuals whose hard work helps move our communities forward. Take a moment to enjoy the holiday and learn a little piece of labor history along the way.

09/04/2026

True or False: You can only use a 529 plan for college tuition. 🤔

There are plenty of misconceptions surrounding 529 plans, and understanding the facts could help you make more informed decisions when planning for future education expenses.

Swipe through to test your knowledge and see how many you get right!

For more financial planning insights, visit: https://www.empeopleinvestments.com/

09/02/2026

Big goals often begin with small contributions.

In recognition of College Savings Month, consider how birthdays, holidays, and other special occasions can become opportunities to invest in a child's future. Small steps taken today may help support tomorrow's educational goals.

Learn more about our financial planning services: https://www.empeopleinvestments.com/financial-planning

09/01/2026

The calendar may say there's still time left in the year, but many important financial deadlines arrive faster than expected. ⏳

A little planning now can help you stay organized, evaluate opportunities, and avoid the stress of year-end decision-making. Discover 8 areas worth reviewing before Q4 is in full swing.

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

08/27/2026

A strong financial plan includes more than building wealth — it also involves protecting what matters most. 🔍 Take this short quiz to evaluate your current protection strategy and identify areas that may deserve a closer look.

Learn more: https://www.empeopleinvestments.com/

08/26/2026

⏳ Major milestones can have a lasting impact on your financial picture. Reviewing your protection strategy regularly can help keep your plans on track.

Explore your options: https://www.empeopleinvestments.com/protection-planning

08/25/2026

Caring for aging parents can affect everything from day-to-day expenses to retirement savings. 🌱 Discover how thoughtful planning can help you support loved ones while working toward your own financial goals.

As our parents grow older, their needs change and often increase. It's not uncommon for adult children to find themselves in a caregiving role. This shift in responsibilities can pose several challenges, including protecting caregivers, potential wage loss, loss of emergency savings, and managing re...

08/20/2026

🛡️ For many families, planning today means thinking across generations. Whether you're focused on caring for loved ones, preserving wealth, or defining your legacy, life insurance can be an important part of the conversation.

Swipe through for key insights.

Explore our protection planning services: https://www.empeopleinvestments.com/protection-planning

08/19/2026

Meet Kelly 👋

Our team is dedicated to helping members navigate their financial journeys with confidence. This month, we're highlighting Kelly, whose experience and support help create a positive experience for members every step of the way.

Get to know Kelly: https://www.empeopleinvestments.com/team/kelly-peterson

08/18/2026

Medical inflation and long-term care costs continue to reshape the financial planning landscape. Learn why preparing for these risks is an important part of building long-term financial confidence. 🔍

Financial independence is a key goal for many individuals. However, unforeseen medical costs can severely disrupt one's future. It's difficult to anticipate the level of care one might need, its duration, and the associated costs.