Fellowship Financial Group

10/26/2026

October is Cybersecurity Awareness Month. Add one practical habit to your financial routine: independently verify an unexpected account request.

Use a number or website you already know is real before clicking a message link or sharing information.

Save the FTC’s guide for yourself or a family member: https://consumer.ftc.gov/articles/how-recognize-avoid-phishing-scams

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

10/26/2026

What happens when retirement doesn’t go according to plan?

Rising costs, a market downturn or an unexpected family expense can change the picture. In “Storms of Retirement,” Michael Eastham discusses ways to prepare your finances for the challenges you can anticipate, and those you can’t.

🎧 Listen to this week’s Retirement Income Source episode: https://soundcloud.com/fellowshipfinancial/storms-of-retirement

10/22/2026

Being comfortable with market swings is one part of an investment conversation. Being able to meet your spending needs during those swings is another.

Discuss both: how losses would feel and what a decline could mean for planned withdrawals. The conversation may change as retirement gets closer or your circumstances change.

Bring these three questions to your next investment review. Investing involves risk, including possible loss of principal.

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

10/21/2026

A friend’s Social Security decision can start a conversation. Your own estimates are a more useful place to build yours.

Social Security’s planning page explains how to compare estimated retirement benefits at different claiming ages. Bring those estimates, your work plans and your household’s income needs to a planning conversation.

Read the official guide: https://www.ssa.gov/retirement/plan-for-retirement

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

10/20/2026

Higher travel costs don’t have to mean giving up the trips you’ve looked forward to.

Revisit this Money Talk conversation with Michael Eastham about travel priorities and adjusting when, how often, and how you travel in retirement.

Watch: https://www.youtube.com/watch?v=eg0YVrogSpU

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

A lot of retirees pictured more travel, but rising costs can change...

10/19/2026

A retirement income conversation gets more useful when the monthly details are on the page.

List the income you expect, when it arrives and the expenses it needs to cover. Then add the costs that do not show up every month: a home repair, a trip or an annual insurance bill.

Save this checklist for your next planning conversation. It can help you see which questions need attention before choosing a withdrawal approach.

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

10/15/2026

Medicare Open Enrollment runs October 15–December 7.

Set aside time to review your coverage with your current medications, preferred providers and budget in front of you. Available changes depend on the coverage you have now; Medigap has separate enrollment rules.

Start with Medicare’s official guide: https://www.medicare.gov/health-drug-plans/open-enrollment

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

10/13/2026

An inheritance can bring a lot of decisions. You don’t have to make them all at once.

Worth another watch: Michael Eastham discusses reviewing debts, reserves, and near-term needs before deciding what inherited cash should do for you.

Watch: https://www.youtube.com/watch?v=qfbCC-FL87M

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

An inheritance can bring gratitude, grief, and pressure to act—all ...