Aaron Samuels - Tack Advisors

05/25/2026

05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

04/06/2026

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

03/25/2026

Ready for retirement? Don’t let taxes catch you off guard! From Social Security to IRAs, each income source comes with specific tax implications. As a financial professional, with the assistance of your tax professional or CPA, we can help you navigate it all so you can be prepared for this next stage. Read the article for more details and then reach out today.

https://equitable.com/perspectives/life-planning/2024/navigating-taxes-on-retirement-income

02/18/2026

Are you looking for ways to navigate today's financial landscape with confidence? This article is a great resource you can use to help strengthen your financial foundation in this challenging environment. If you're ready to work with a professional, I can help by providing tailored guidance for your current situation. Reach out today so we can set up time to review your financial plan and explore your options.
https://eqtble.co/4c9xrJ3

02/04/2026

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2026. Let's make sure you're set up for success in 2026. Feel free to reach out for more information and to discuss how we can optimize your planning strategies.

https://static.fmgsuite.com/media/documents/9c33ca6d-b3f9-44bf-a865-4ed8dbd32a24.pdf

01/12/2026

In this 2026 Annual Outlook - Executive Summary, LPL Research provides investment insights and market guidance through year-end 2026.https://static.fmgsuite.com/media/documents/a886f728-28ea-446a-9279-ba6a1c034204.pdf