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10/26/2026

🩺 Medicare Open Enrollment Is Here!

Medicare Open Enrollment runs from October 15 through December 7, 2026, making now a great time to review your healthcare coverage and prepare for the year ahead!

Your healthcare needs can change, and so can Medicare plans. Taking time to review your options can help ensure your coverage continues to align with your needs and budget.

During Open Enrollment, you may be able to:

✅ Switch between Original Medicare and Medicare Advantage
✅ Change your Medicare Advantage plan
✅ Join, drop, or switch prescription drug coverage (Part D)
✅ Explore Medicare Supplement (Medigap) options, subject to eligibility

💡 Happy with your current plan? Your coverage may renew automatically, but it's still important to review any changes to premiums, benefits, and prescription drug coverage for 2027.

Planning for retirement means planning for healthcare, too! Understanding potential healthcare expenses is an important part of your overall financial strategy.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203, LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

10/22/2026

🤖📈 Money with Murphy – The Price of AI

Artificial intelligence is transforming industries, but the massive infrastructure needed to support its growth comes with a significant price tag.

In this week’s Money with Murphy, Kara takes a closer look at how major technology companies are financing their expanding AI investments, why borrowing costs are rising, and how this growing demand for capital could reshape the bond market.

💡 The big question: Will future AI revenues be enough to justify the enormous debt being used to fund today's infrastructure boom?

As AI continues to evolve, understanding the relationship between innovation, borrowing, and financial markets is increasingly important for investors.

Staying informed and maintaining a long-term financial strategy can help you navigate opportunities and risks as markets change.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203, LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

10/16/2026

🌅 Your Career Has an Ending. Your Income Needs a PLAN.
Retirement is the beginning of a new chapter, but transitioning from earning a paycheck to relying on your retirement savings requires thoughtful planning.
💰 Where will your retirement income come from?

Social Security, retirement accounts, pensions, and investments may all play a role in creating an income strategy designed to support your lifestyle.

A well-structured retirement income plan can help you prepare for everyday expenses, unexpected costs, and the goals you’ve worked so hard to achieve.
Your retirement should be about enjoying what comes next, not worrying about your next paycheck.

Let's start planning for your next chapter!

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203, LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

10/14/2026

📈 Markets in a Minute: Familiar Territory – A Small Group Leads the Market Higher

The third quarter brought a mixed picture for investors. While stocks continued to climb, much of the market's growth was driven by a relatively small group of sectors, rather than the broad participation seen earlier in the year.

Meanwhile, rising bond yields created challenges for fixed-income investments, and higher oil prices continued to raise concerns about the economic outlook.

Despite these headwinds, the U.S. economy has shown resilience, supported by strong corporate earnings and continued economic activity.

💡 The takeaway? Market gains don't always tell the whole story. Maintaining a diversified portfolio and focusing on long-term financial goals can help investors navigate changing market conditions.

Read the full article here: https://www.kestraim.com/market-insights/familiar-territory-a-small-group-leads-the-market-higher

Have questions about how recent market trends could impact your investment strategy? Let's talk!

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

10/07/2026

📈 Money with Murphy: Bond Whiplash

Bond markets have been on a bumpy ride as investors adjust to changing expectations around interest rates, inflation, and economic growth.

In this week’s Money with Murphy, Kara takes a closer look at what’s driving recent moves in bond yields, why expectations can shift so quickly, and what the changing rate environment could mean for investors.

Market conditions may change, but keeping a long-term perspective and a financial strategy aligned with your goals can help you navigate the ups and downs.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

09/30/2026

📊 Markets in a Minute: Two Consumers, One Economy

Consumer spending remains resilient, but the story beneath the surface is becoming increasingly divided. While wealthier households are benefiting from rising asset values, many wage-dependent households continue to face affordability pressures, lower savings, and increased reliance on credit.

This growing divide is an important reminder that consumer confidence alone doesn’t tell the whole story. Labor market conditions, household debt, credit trends, and asset prices may provide a clearer picture of where consumer spending—and the economy—could be headed next.

Understanding these trends can help investors keep short-term headlines in perspective while staying focused on their long-term financial goals.

Read the full article here: https://www.kestraim.com/market-insights/two-consumers-one-economy

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

09/25/2026

📊 Money with Murphy – Fed’s Two Objectives

The Federal Reserve recently raised its benchmark interest rate by 0.25 percentage point as it continues balancing its dual mandate of maximum employment and price stability.

In this week’s Money with Murphy, Kara breaks down what higher rates could mean for businesses and consumers, why some may feel the impact sooner than others, and why mortgage rates could remain elevated even as Fed policy continues to evolve.

Understanding the bigger picture can help investors stay focused on their long-term financial strategy through changing rate environments.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 inspiredwealthplanning.com

09/16/2026

📊 The Degree Divide: One Economy, Two Job Markets

The headline unemployment rate doesn’t always tell the whole story. Today’s job market is showing a surprising divide between younger workers with and without college degrees.

Workers ages 22–34 without a college degree are experiencing some of the strongest job conditions in decades, while college graduates in the same age group are facing a more challenging employment environment. With AI transforming many traditionally degree-based roles, it raises an important question: Is technology changing where the opportunities are?

The data suggests there’s more to the story—and it’s another reminder of how quickly our economy and workforce can evolve.

Read the full article here: https://www.kestraim.com/market-insights/degree-divide

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

09/14/2026

🧡 September is Life Insurance Awareness Month

Life insurance is about more than a policy—it can be an important part of protecting the people you love and helping provide financial security when they need it most.

As life changes, your coverage needs may change too. Marriage, children, a new home, career changes, or approaching retirement can all be good reasons to review your current protection and make sure it still aligns with your financial goals.

This Life Insurance Awareness Month, consider taking time to ask: Does my current coverage still meet my family's needs?

We’re here to help you look at the bigger picture and determine how life insurance may fit into your overall financial strategy.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203, LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

09/11/2026

🇺🇸 25 Years Later, We Remember.

On September 11, we pause to honor the nearly 3,000 lives lost, the heroes who answered the call, the families forever changed, and the countless acts of courage and compassion that followed.

Twenty-five years later, their memory endures. May we continue to remember the lives behind the numbers, honor the sacrifices made, and reflect on the strength and unity shown in the face of unimaginable tragedy.

We will never forget.

Natalie Phillips, CFP® | Financial Advisor, Partner
📍 115 Broad Street, Suite 203, LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

Address

115 Broad Street, Suite 203
Lagrange, GA
30240

Telephone

+17068030115

Website

https://www.inspiredwealthplanning.com/community/lagrange-office/

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