Traction Wealth Advisors

09/01/2026

Want to learn the insider details about Medicare? Need more information about deadlines, managing healthcare options, and costs in retirement? Join us for a seminar highlighting the five key things to know about Medicare. https://bit.ly/4i1PkzH

08/31/2026

📅 Office Closure Notice
Traction Wealth Advisors will be closed on Friday, September 4th for a team offsite meeting and Monday, September 7th for Labor Day.
We'll resume normal business hours on Tuesday, September 8, ready to assist with all your financial needs.
Thank you for your continued trust and support!

08/30/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/29/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

It's not too late to register!!! Join us for our virtual College Planning Seminar tomorrow, August 27th at 6:00PM, and gain valuable insights to help you prepare for the financial side of higher education. To register click on the link below or reach out to our team and we will assist in getting you registered.
https://bit.ly/45PRATf

08/25/2026

Junior year is here, and for one proud mom on our team, that means sending her son back to the University of Dayton for another exciting season of growth. Moments like this make it clear that college is not some distant idea that can wait forever. It shows up faster than most families expect. Preparing early can help ease some of the pressure when the tuition bills and campus move ins become real. Thoughtful planning can turn a stressful milestone into one that feels more possible.

08/24/2026

New backpacks. New schedules. New opportunities. As summer winds down and routines return, it's the perfect time to check in on the goals you set for yourself at the beginning of the year. Whether you're saving, investing, planning for retirement, or preparing for another important milestone, a quick review can help keep you moving in the right direction.
Reach out if you would like to discuss your progress or priorities.
https://bit.ly/4gNkREm

08/23/2026

There is something special about squeezing in a beach experience before summer slips away. Our Client Service Coordinator and her family did just that, soaking up the sun, sand, and time together. These are the moments that turn into favorite memories long after the season ends. A simple day by the water can mean everything when life feels busy. Summer may be winding down, but there is still time to make it count. How will you spend your last summer days with family and friends?

08/21/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.