Traction Wealth Advisors

11/01/2026

Daylight Saving Time is right around the corner. As you're adjusting your schedule, it's also a great reminder to pause and review your financial goals. Have your retirement goals changed? Are your savings and investment strategies still aligned with where you want to be?

Just like a small change in time can affect your routine, small financial adjustments today can make a big difference down the road.

10/31/2026

Today is all about fun, traditions, and making memories. Whether you're dressing up, enjoying seasonal treats, or spending time with loved ones, we hope your day is filled with joy.

We're curious... what's your favorite way to celebrate Halloween? Let us know in the comments!

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Microsoft recently announced a Voluntary Exit Offer for eligible employees in participating U.S. organizations at Level 70 and below. If you received an offer, the decision is about more than the severance package. The bigger question may be: “What does accepting the offer mean for my overall financial plan?” Depending on your situation, that could mean evaluating:
• Compensation you're giving up by leaving
• Microsoft stock and future vesting
• Healthcare coverage
• 401(k) and other employee benefits
• 2026 and 2027 tax implications
• Retirement income and cash flow
• Potential Roth conversion and other tax-planning opportunities
• Whether the offer changes the timing of retirement

For someone who was already considering retirement or a career transition, looking at these pieces together can provide a much clearer picture of the decision. At Traction Wealth Advisors, comprehensive planning means helping clients understand how decisions like this affect their entire financial picture, not just one piece of it.

If you received Microsoft's Voluntary Exit Offer and would like help evaluating the financial implications, we'd be happy to have a conversation. Click on the link for a consultation: https://bit.ly/4yUhDor

This information is provided for general educational purposes. Individual circumstances and tax consequences vary. Consult with your tax professional regarding your specific tax situation.

10/29/2026

Despite careful budgeting and saving, many hardworking Americans are still struggling to make ends meet. We can help our neighbors in need during difficult times. Please join Traction Wealth Advisors volunteering at Westerville Area Resource Ministry (WARM) on November 20, 2027. Reach out to our office for more details.

10/28/2026

There’s still time to join our last Markets Update for 2026! Grab your lunch and join us virtually on October 29th at 12:00PM! If you would like help getting registered, reach out to our team—we’d be happy to assist with registration.
https://bit.ly/3Uja1xB

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/22/2026

October is a good reminder that planning ahead is really about the people you love. A thoughtful estate plan helps protect your family and honor your wishes when it matters most. It is not only about what you own. It is about creating clarity and care for the future. A small review today can bring real peace of mind tomorrow.

10/21/2026

Whether retirement is years away or just around the corner, small steps today can help build confidence for tomorrow. As a financial advisor, I believe retirement planning is about more than saving. It's about creating a strategy that aligns with your goals, lifestyle, and long-term financial well-being.

If you haven't reviewed your retirement plan recently, now is a great time to start the conversation. Reach out to our team to schedule a meeting.
https://bit.ly/3UJCHzT

10/18/2026

October is Cybersecurity Awareness Month. This article talks about how to protect your privacy and security against common types of fraud.

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.