Gregg Timura, CFP

06/16/2026

This is a great article for those planning to retire. Planning for retirement is more than just financial.

forbes.com

06/15/2026

Worlds first Trillionaire. Can you even count that high?

msn.com

06/11/2026

Did You Know that Fidelity Investments reported last week that the average balance in 401k accounts is now at $141,000? This is an increase of 11% from last year. Fidelity also noted that the 401k savings rate was at 14.4% which is a record. This is encouraging.

06/10/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

06/09/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

06/02/2026

Movie attendance is up! According to Raymond James, AMC Theaters announced that May was their best month for movie attendance since 2019. This in spite of higher energy prices. Just one more area where we see that consumers are still spending.

05/29/2026

Today is 529 Day! According to Raymond James, the average cost for higher education is $38,000/yr (including room & books). 529 Plans are a fantastic way to save for private K-12 education, College and even certifications. The flexibility and tax advantages of today's 529 plans make them worth looking into.

05/27/2026

Did you know, according to Raymond James, that there are now 11 companies in the S&P 500 with a market cap of $1 trillion + ?! These Mega-Cap companies account for about 42% of the S&P 500 total market capitalization.

05/20/2026

As of 2022 Ohio now requires 1/2 credit in financial literacy to graduate High School. It's a start anyway...

planadviser.com

05/19/2026

A good overview of Life Insurance from CBS News

cbsnews.com