Rakesh Sharma DGP Financial LLC

07/22/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4ff9F2I
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

06/27/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

06/26/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

As inflation persists, the 2027 Social Security COLA forecast has dropped slightly to 3.8% — a 0.1% decrease compared to the April estimate.

06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4vxDYYb

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

06/24/2026

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student loan balances.

Student loan matching programs are on the books. Does your company have one?

06/23/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.