Strellner Financial Group

🌟 The year is coming to an end—are your finances ready for 2025? 🌟 As we approach the new year, December is the perfect time for a financial health check-up. From reviewing your budget to maximizing retirement contributions, taking action now can set you up for success in the year ahead. ✅ Maximize your retirement contributions ✅ Review and adjust your budget ✅ Plan for tax-saving opportunities Don’t wait until January—start the new year with confidence and clarity! Let’s chat about how you can make the most of your finances before the year ends. 📈💡 #FinancialPlanning #YearEndReview #RetirementGoals #Budgeting #TaxPlanning #FinancialHealth

Stay Scam-Savvy This Holiday Season! 🎁❌ The holidays are a time for joy, but unfortunately, scammers see it as an opportunity to strike. Protect yourself and your loved ones by learning how to spot and avoid common holiday scams. From fake charities to too-good-to-be-true online deals, staying informed is your first line of defense. Check out this helpful guide from AARP for tips and insights: https://lnkd.in/ekipnYcA ✨ Stay safe, shop smart, and make the season merry for the right reasons! 🎄🎅 #HolidayScams #IdentityTheft #CyberSecurity #ScamAwareness

🍂 Last week, we gathered as a team to celebrate Thanksgiving and reflect on what we’re most grateful for—each other! Sharing a meal together reminded us of the incredible bond we share and the passion we bring to everything we do. We also had a chance to hold a round table discussion where advisors shared key insights from the ConnectED conference, sparking ideas and strategies that will guide us into the new year. The collaboration and expertise within our team are truly inspiring. Here’s to a season of gratitude and growth! 🦃✨ #ThankfulTeam #ThanksgivingAtWork #Gratitude #ConnectED2024

It was great to get the majority of our advisors and their teams together in September for the CFG National Conference. Always great to get as many of our folks together in one spot, streatching from Colorado out to Ohio!

💸 Black Friday is here! Last year, shoppers spent around $188 billion despite economic challenges – proving just how big this shopping day can be. If you’re joining in, remember to: Set a budget 💵 – Stick to what you can afford. Make a list 📋 – Focus on what you need most. Shop smart 🛍️ – Compare prices and avoid impulse buys! Happy shopping, and let’s keep those financial goals in mind! 🖤 #BlackFriday #SmartSpending #BudgetingTips #FinancialWellness #HolidayShopping

🍂 This Thanksgiving, we’re filled with gratitude for the trust and support of our incredible clients, partners, and team. Helping you reach your financial goals is a privilege, and we’re thankful to be part of your journey toward financial security and peace of mind. As we gather with loved ones and reflect on the year, we’re reminded that true wealth lies in health, family, and the memories we create. Here’s to a wonderful holiday filled with gratitude, connection, and abundance! Happy Thanksgiving! 🦃🍁 #Thankful #Thanksgiving #Gratitude #FinancialPlanning

Women face unique challenges when it comes to retirement planning. Not only do women tend to live longer, but healthcare needs and costs can also differ significantly. Planning for these factors is essential to ensure financial security in retirement. 🌸💼 Are you prepared? Check out this helpful article to explore the top retirement challenges women face – and strategies to manage them. ⬇️ Taking charge of your retirement starts with understanding your options. 💪💰 #RetirementPlanning #FinancialWellness #WomenAndFinance #Empowerment https://lnkd.in/ezs-nRzb

Enrolling in Medicare is a big step – but it shouldn’t be the last one you take for your healthcare. Adopting a “set-it-and-forget-it” approach can end up costing more than you realize. Plans change each year, and so do your health needs. Now is the time to reassess your Medicare options to ensure you’re covered by a plan that fits your current situation. Don’t wait! Open Enrollment is the chance to re-shop, re-evaluate, and make the best choice for your health and budget. 🩺💡 Learn more about the best plans here: https://lnkd.in/g_RUPJnD #Medicare #OpenEnrollment #HealthCarePlanning #MedicareAdvantage

🎁 The holiday season is here, and with it comes the joy (and stress!) of gift-giving. To keep your finances merry and bright, now’s the time to set a holiday spending budget! Holiday Budget Tips: 1. Set a spending limit 💵 – Decide what you’re comfortable spending and stick to it. 2. Make a gift list 🎁 – Write down everyone you plan to shop for and set a budget per person. 3. Track your expenses 📝 – Keep tabs on spending to avoid surprises later. 4. Plan for extras 🎄 – Don’t forget about decorations, food, and travel expenses. A little planning now can help you ring in the New Year without financial stress. Happy budgeting and happy holidays! ✨ #HolidaySpending #BudgetingTips #FinancialWellness #GiftGiving #HolidayPlanning

🌟 Our advisors had an incredible time at #OsaicConnectED in Orlando! They had the privilege of connecting with Charles Payne, the CEO and Principal Analyst of Wall Street Strategies, Inc., and the well-known host of Making Money on FOX Business. Charles shared an insightful market update, inspiring all of us to think strategically about growth in these dynamic times. Osaic's ConnectED conference continues to be an amazing opportunity for financial professionals to gather, partner with purpose, and discover new ways to elevate their clients' success and build lasting relationships. Proud to be part of a community that champions growth, partnership, and purpose! ✨ #PartnerWithPurpose #FinancialAdvisors #OsaicConnectED