Rachel Maryyanek, Financial Planner

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Rachel Maryyanek, Financial Planner Please contact me to help you fully analyze your needs and recommend appropriate solutions. I do not provide tax, legal, or accounting advice.

As a licensed Investment Professional with Movement Financial Group LLC, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Open enrollment season is coming up. Take a few minutes to look over your health plan options and make sure everything s...
10/28/2026

Open enrollment season is coming up. Take a few minutes to look over your health plan options and make sure everything still fits your family’s needs.

Do you use an HSA or FSA?

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

Nothing beats a good before and after. This bathroom remodel was a big project, but seeing it come together made all the...
10/27/2026

Nothing beats a good before and after. This bathroom remodel was a big project, but seeing it come together made all the effort worth it. Spazio Interiors did the tile and plumbing, and I love how it turned out. Proof that a little planning goes a long way.

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Money stress is real, and you are not alone. Simple steps like organizing your budget or reviewing your insurance can ma...
10/26/2026

Money stress is real, and you are not alone. Simple steps like organizing your budget or reviewing your insurance can make a big difference in how you feel day to day.

What helps you feel more financially calm?

The holidays will be here before we know it. Setting a small weekly savings amount now can make gift shopping and travel...
10/23/2026

The holidays will be here before we know it. Setting a small weekly savings amount now can make gift shopping and travel feel much easier later.

Do you plan ahead for holiday spending?

It is a great time to check in on your investments. A quick look at your accounts can help you stay on track and feel mo...
10/22/2026

It is a great time to check in on your investments. A quick look at your accounts can help you stay on track and feel more confident about your future.

Do you review your investments regularly?

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4zI2uHrReady to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4zI2uHr

Ready to start building your plan? Reach out today.

💼 Planning for the Future: A Look at Retirement 🕰️Retirement may feel far off, but the earlier we understand its history...
10/21/2026

💼 Planning for the Future: A Look at Retirement 🕰️

Retirement may feel far off, but the earlier we understand its history and start preparing, the better our future can be.
🔹 Did you know? The retirement age has shifted over time—from 70 in the late 1800s to 67 today in many countries.
🔸 Why it matters: With longer life expectancies and evolving economic landscapes, saving early is more crucial than ever.

This infographic breaks down:
📊 A timeline of retirement age milestones
đź’° The impact of saving at different career stages

Let’s take control of our financial futures—one smart decision at a time.

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

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4350 Congress Street, Ste 300
Charlotte, NC
28209

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Tuesday 10am - 4pm
Wednesday 10am - 5pm
Thursday 10am - 4pm
Friday 10am - 4pm
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