Isakov Planning Group

06/25/2026

Financial success is often built through small actions repeated consistently. We help you develop habits that create momentum and support lasting progress.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/23/2026

Knowledge is one of the best investments you can make. We believe informed decisions lead to better financial outcomes and greater confidence in the future.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/18/2026

Life rarely goes exactly as expected. We help create financial plans that can adapt to both opportunities and challenges while keeping your long-term goals in focus.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/16/2026

There’s rarely a perfect time to start planning. The important thing is taking the first step, and we’re here to help you build from there.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/11/2026

Let’s face it: today, we are much more likely to have uncertain political, economic, and even military news dropping at any time. No one would be surprised if the stock market experiences a correction in the near future—adding to the uncertainty of investors. Welcome to 2026! Therefore, a long-term strategy that addresses this uncertainty head-on is more important than ever.

You may be unsure in these nervous times how, if at all, to modify your investment strategy.

06/11/2026

A quick check-in can go a long way. Reviewing your financial progress now gives you time to make adjustments and stay on track for the goals you set at the beginning of the year.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/10/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

215-452-8072
isakovgroup.com

06/09/2026

Tracking your finances is one of the most powerful steps you can take toward reaching your goals. We help you measure what matters so you can make informed decisions with confidence.

Schedule a FREE consultation today by visiting our website at https://www.isakovgroup.com or give us a call at (215) 452-8072!

06/05/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

06/04/2026

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students after they graduate. Regardless of whether you’re graduating with student loans or credit card debt, making a plan to manage and eventually eliminate your debt can feel overwhelming.

With that in mind, we wanted to share a simple roadmap for starting to address debt post-graduation:

A good way to start managing your debt is to get everything out in the open. List your loans, credit cards, and any other balances so you know what you’re dealing with. While you do this, be sure to pay attention to interest rates and make a plan for how you’ll handle payments each month. When you’re organized, it’s easier to keep debt from getting out of control.

If you have questions about your financial picture or want to talk about investment strategies that can support you as a recent graduate, don’t hesitate to reach out. We are here to help.