Palmer Wealth Group

09/01/2026

Your 60s are more than a countdown to retirement—they’re a chance to make strategic moves. Align income and spending, adjust investments, and stay ahead of tax changes. Discover the moves that can help put your retirement plan on solid footing. https://bit.ly/4qWhs9S

Your 60s are the home stretch into retirement. Discover strategies to turn your plan into action, create income, and retire with confidence.

09/01/2026

🎖️ Transitioning out of the military? Your military experience could be a business advantage. 💼 Leadership, adaptability and determination are valuable entrepreneurial skills. Discover the U.S. Small Business Association programs and resources available to veteran business owners. https://bit.ly/46AEwBq

Bill Briggs, deputy administrator of the U.S. Small Business Administration, boosted programs like Micro Lender to give veterans a leg up.

08/28/2026

You built the business over decades. Now, in a year that feels harder to read than most, you find yourself wondering whether it might be time to sell.

That question is showing up more often in 2026 — and it rarely means what it first sounds like. When a founder says "I want to sell now," they are often describing a feeling about the future more than a decision about a transaction.

Our latest Insights piece examines what has shifted this year, why the instinct to move quickly deserves careful attention, and the questions worth asking before compressing any timeline: https://palmerwealthgroup.com/when-to-sell-a-business-early-the-2026-founders-dilemma/

Read the full article at the link above.

Educational content only. Not tax, legal, or investment advice.

When to sell a business early in 2026: why fear-driven exits get discounted, and how a partial recapitalization may address the real risk.

08/26/2026

Building wealth that lasts beyond your lifetime takes more than luck. The right structures, investments, and family habits can help support a longer-term legacy.

🏛️ Create a clear plan: Trusts and other estate-planning tools can guide how assets are managed, transferred, and used.
🏠 Build varied income sources: Rental property, dividend-paying stocks, and bonds may provide income while spreading risk.
📚 Teach the next generation: Share your financial approach with heirs so they are better prepared to manage what they receive.

Explore more ways retirees can use passive income and planning to build generational wealth: https://bit.ly/4x6bjcY

08/26/2026

Teaching your kids about money could save you from future financial headaches. Experts suggest discussing spending habits, offering allowances, and even turning savings into a competition. Learn creative ways to make finance fun for children: https://bit.ly/2yZFlnw

Set your kids up for long-term financial success by teaching them early about money.

08/25/2026

Building wealth is one thing. Keeping it is a whole different skill set.

📊 Know what you have: Take stock of your cash, retirement accounts, real estate, investments, and business interests so you have a clear picture of your finances.

🎯 Plan your spending, not just your saving: Think ahead to travel, healthcare, charitable giving, and other goals so your money continues to support your priorities over time.

📉 Manage debt and taxes: Paying down high-interest debt can reduce what you lose to interest, while thoughtful withdrawal and tax planning may help you keep more of what you’ve built.

See the full checklist for managing and protecting wealth over the long term:

A step-by-step framework to protect, grow and pass on your wealth across generations.

08/25/2026

The cheapest life insurance quote isn’t always the best deal. Rates for the same amount of coverage can vary significantly between companies, so it pays to compare.

📋 Start with the right type: Term life covers you for a set number of years and is usually less expensive. Whole life lasts for your lifetime and also builds savings over time.

🔍 Know what affects the price: Your age, health, lifestyle, job, and how much coverage you want can all influence what you pay.

🛍️ Look beyond the premium: Compare several insurers, and consider their financial strength, customer service, and complaint history before choosing.

Want to see what coverage might cost at your age and how to compare your options? Read more: : https://yhoo.it/4qDUtjN

It's important to shop around and compare life insurance quotes before you make a final decision. We'll walk you through how to do just that.

08/20/2026

Selling a business you built over decades is not just a transaction. It is one of the most consequential financial moments of your life — and often, the moments that matter most happen before the deal is done.

If a sale is anywhere on your horizon, there is a timing question that too many owners discover only after it is too late to answer well. The window to think about charitable giving as part of the sale often closes much earlier than most people expect.

Our latest Insights article walks through what to know, when it matters, and what to plan for — read the full piece at https://palmerwealthgroup.com/pre-sale-charitable-planning-for-dallas-fort-worth-business-owners/

Read the full article at the link above.

Informational only. Not tax, legal, or investment advice. Consult your own advisors regarding your specific circumstances.

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Pre-sale charitable planning for DFW business owners: how to gift private company stock before the sale becomes practically certain. Read the full guide.

08/19/2026

You can plan for retirement down to the dollar, but what will you actually do once you get there? Here’s how to navigate year one.

🧭 Treat it like a sabbatical: Give yourself time to decompress, then experiment with hobbies, volunteering, or part-time work to see what gives your days meaning.

💰 Build a flexible financial plan: Only 1 in 4 Americans in their 60s has a written strategy. Use this time to review spending, withdrawals, and Social Security timing.

🎯 Know what you’re retiring to: Think beyond leaving work and consider what will give structure, connection, and fulfillment to this next chapter.

Wondering how much to withdraw each year or when to claim Social Security? Read the full guide: https://bit.ly/4gBVTrn

As a record number of Americans turn 65, staying flexible — in your finances and your plans — will be key to achieving your best post-work life.

08/19/2026

Is financial advice from AI reliable? New research found significant differences across major platforms, including some biased or inaccurate guidance. See what to consider before trusting AI with your money: https://bit.ly/4gijKLw

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.