Bair Financial Planning

13/10/2026

💗🎗️ Today, on World Breast Cancer Awareness Day, we stand together in love, hope, and solidarity with everyone who has been affected by breast cancer. To all those fighting, survivors, families, and loved ones, we send you strength, courage, and endless love. 💕

We also send a heartfelt thank you to the doctors, nurses, and healthcare professionals who work tirelessly to care for, support, and fight alongside those facing this disease. Your dedication, compassion, and commitment make a world of difference. 🩺🤍

Together, let’s continue to raise awareness, encourage early detection, support one another, and never lose hope. No one should have to face this journey alone. 🎀💗

For every fighter, every survivor, every angel we carry in our hearts, and every hand that helps heal — today and every day, we stand with you. 💞

12/10/2026

🥧Get your Thanksgiving Pie & raise money for a WONDERFUL cause! 🥧

Whether you love a classic apple pie or a pumpkin pie loaded with whipped cream, Mama's Kitchen has you covered! And what could be sweeter than a pie that makes a difference? ❤️

Each pie sold allows Mama’s Kitchen to cook, prepare, and deliver 10 meals to home-bound individuals vulnerable to malnutrition due to HIV, cancer, heart disease, type 2 diabetes, or chronic kidney disease.

Not a pie fan? You can also order a "Holiday Feast" as a tax-deductible monetary donation that goes directly to feeding those in need! 🦃

NOTE: Be sure to select "Marci Bair" as your "Pie Seller" when prompted in the order form:
https://mamaspies.org/seller/marci-bair/

Pies will be ready for pick up Wednesday, November 25th, from 10 a.m. until 5 p.m 🙏

Who says you can't have your pie and eat it too? 😋

10/10/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

03/10/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

02/10/2026

🍂 October is here, and that means it’s time to start thinking about year-end planning!

In this month’s video update, we talk about Medicare Open Enrollment, important changes to be aware of, and why now is a good time to review your income, retirement contributions, and potential tax-planning opportunities before the end of the year. 💰

We also share a big thank-you to everyone who joined us for our recent client appreciation event. We’re grateful for the community we’ve built and loved seeing so many of you! ❤️

As always, keep us updated on what’s changing in your life — both personally and financially. We’re here to help you plan for what’s ahead 💪

Watch our October update, and we’ll see you in November! 🦃

Go Padres! 😉⚾

01/10/2026

☕️ Happy International Coffee Day! ☕️

Whether you’re a classic drip coffee fan, an iced latte lover, or someone who can’t start the day without their favorite espresso order, there’s one thing we can all agree on: coffee brings the energy! ✨

And that energy helps us show up every day — for our clients, our communities, and the work we’re passionate about. Because no matter what’s in your cup, we’re grateful for the opportunity to pour that energy into helping others plan for a brighter financial future. 🤎

So… what does your coffee order say about you? 👀☕️

30/09/2026

💜 Every step brings us closer to a world without Alzheimer’s.

This Saturday Oct. 3rd, join us at Liberty Station to be a part of the Walk to End Alzheimer's and make every step count! The event starts at 8am and we would LOVE to see you there with us.

What color of flower will you carry at ?
💛 = I care for someone with the disease
💙 = I’m living with the disease
💜 = I’ve lost someone to the disease
🧡 = I support a 🌎 without Alzheimer’s & all other dementia.

Register to walk or donate today at the link below and help us find a cure for this heartbreaking illness. ⬇️
https://ow.ly/6rG050ZTaXk

29/09/2026

‼️BIG MEDICARE CHANGES THIS YEAR!

As Medicare Open Enrollment approaches, we are hosting several educational sessions presented by Medicare specialist Susanne Romo, LUTCF.

There are two types of sessions available, depending on your Medicare needs:

For those ALREADY enrolled in Medicare:

Medicare Changes for 2027 - Virtual sessions via Zoom

Medicare Open Enrollment begins October 15 and there are several changes coming to Medicare in 2027, including new plans entering California and existing plans leaving the market.

Susanne will provide an overview of these changes and other important information to help you understand what to expect during Open Enrollment.

Choose one of three virtual sessions:
• Thursday, October 1 at 10:00 a.m.
• Thursday, October 1 at 6:00 p.m.
• Saturday, October 3 at 10:00 a.m.

Join via Zoom: https://us02web.zoom.us/j/5901627655?omn=84034589241
Meeting ID: 842-0326-3024

*Please note that these are general educational sessions. Susanne will not be reviewing individual Medicare plans during the group meetings.

For those who are NEW to Medicare:

Medicare 101 - In Person Session at the Bair Financial Planning office

If you are approaching Medicare eligibility or are age 64+ and would like an introduction to how Medicare works, Susanne will be hosting a Medicare 101 session covering the basics and what you need to know as you approach enrollment.

Thursday, October 1 from 2:00–3:30 p.m.
Bair Financial Planning
7676 Hazard Center Drive, Suite 1050 (10th Floor)
San Diego, CA 92108

There’s no need to register in advance. Simply choose the session that works best for you and join us!

If you are unable to attend one of these sessions and would like to schedule a personal meeting with Susanne, you can contact her directly:
Susanne Romo, LUTCF
619-200-3594
SusanneRomoInsurance.com
CA License #0720743 | NPN 2738269

26/09/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

25/09/2026

Good people, great conversations, and plenty to celebrate. 🥂✨

Thank you for joining us last night at our wonderful Client Celebration at Stone Brewing in Liberty Station! The evening was all about saying thank you to the amazing clients who trust us to be part of their lives.

We love getting to celebrate your wins, share in the joys along the way, and dream a little about what’s next. Helping make life better is what we’re here for — getting to do it alongside people we genuinely enjoy is the best part!

Thank you for showing up, raising a glass with us, and making the evening so much fun. Here’s to everything we’ve accomplished together… and all the good stuff still ahead! 🥂