Ben Batiste, Wealth Adviser at Crestmark Wealth Group

07/20/2026

We're halfway through 2026.

Most people won't notice until December, when it's too late to do anything about it.

July is actually one of the best times to take a hard look at your finances. You've got six months of real data and six months left to act on it.

A mid-year review is worth doing if:

- Your income changed this year

- You haven't looked at your tax strategy since January

- Your investments haven't been rebalanced

- Life shifted in ways your plan didn't account for

The idea is catching small problems before they become expensive ones.

The people who finish the year strong usually aren't smarter. They just checked in sooner.

If you've been meaning to sit down and look at where things stand, now's a good time. We're happy to walk through it with you.

What's one financial goal you set in January that you haven't revisited yet?

07/15/2026

Your future self will thank you for this simple yet crucial step: creating your will. 🖋️ It’s more than just a document, it’s peace of mind for your estate and loved ones. Understand that retirement wealth involves more than account balances. Pensions and Social Security are pivotal. Plan wisely, mitigate risk, and secure your legacy.

Link in bio for insights.

07/03/2026

The most dangerous year for your money isn’t a crash year.
It’s YEAR ONE of retirement.
Same savings. Same average return. Completely different outcomes. All because of when the bad years hit.
Nobody teaches this. Everyone finds out the hard way.
Full breakdown on my channel. 60 seconds.
preretirement financialfreedom

07/03/2026

06/29/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

06/25/2026

You spent 30 years building it.

You get one shot to spend it right.

The withdrawal stage is where most retirements quietly break. Wrong order, wrong timing, wrong tax strategy, and decades of saving can unravel fast. The market will not wait for you to recover.

A real plan looks at your income, your taxes, your Social Security timing, and which accounts to touch first.

If you are near retirement or in it, let’s map it out before it counts.

Link in bio to book a conversation. 👇

RetirementIncome CrestmarkWealthGroup

06/21/2026

I’m celebrating Father’s Day the best way I know how—at the farmers market with my family. We’re enjoying fresh air, good food, and quality time with the people who matter most. I share that being a dad is the best job I’ve ever had, and I give a shout-out to all the dads out there who are grinding, showing up, and being present. I encourage everyone to hug their kids, call their own dad if they can, and soak up the day. Happy Father’s Day from my family to yours. FreshAir FamilyFirst ProudDad FathersDay2024 FamilyMatters