Fellowship Financial Group

Fellowship Financial Group We teach you how to enjoy reliable portfolio growth and security through conservative investment.

Happy Independence Day from Fellowship Financial Group and Fellowship Accounting & Tax!Wishing you and your family a saf...
07/04/2026

Happy Independence Day from Fellowship Financial Group and Fellowship Accounting & Tax!

Wishing you and your family a safe, joyful, and meaningful Fourth of July holiday.

Before you renew a CD, ask this first: what role is this money supposed to play in your retirement plan?A strong rate ca...
06/30/2026

Before you renew a CD, ask this first: what role is this money supposed to play in your retirement plan?

A strong rate can be helpful, but retirement planning is about more than chasing the highest yield. Liquidity, income needs, taxes, timing, and risk all matter.

This week’s Money Talk Quick Guide walks through 5 questions to consider before comparing CDs and annuities.

Watch the full Money Talk with Michael Eastham episode here: https://youtu.be/aF2Ec_-aLbQ?si=CfjEjCPs2IB_5jSC

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Adviser. This content is for educational purposes only and should not be considered individualized financial advice.

The 4% rule assumes the market cooperates.But retirement doesn’t always happen in perfect market conditions.Many income ...
06/26/2026

The 4% rule assumes the market cooperates.

But retirement doesn’t always happen in perfect market conditions.

Many income plans still depend on:
→ Selling assets
→ Timing withdrawals
→ Waiting for markets to recover

That can leave too much riding on things outside your control.

At Fellowship Financial Group, we help retirees and pre-retirees think through income strategies designed for real life—not perfect markets.

Ready to take a closer look at your retirement income plan? Let’s talk.

Educational purposes only. Not individualized financial, tax, or legal advice.

06/23/2026

Helping an aging parent can bring up difficult questions fast.

How much support can I afford?
Should I pause my retirement savings?
What happens if long-term care, Medicaid, assisted living, or nursing home costs become part of the conversation?

This week on Money Talk with Michael Eastham, he answers the question:

“I’m helping an aging parent. How do I do that without hurting my own retirement?”

Many people are balancing caregiving responsibilities while still trying to protect their own retirement income, savings, and monthly needs. The key is to help with compassion, but also with clarity.

In this episode, Michael talks about why it’s important to be honest about what you can realistically afford, protect your own retirement first, and create a plan before the next emergency.

Watch this week’s episode to hear Michael’s answer.

Not all returns are created the same.At the most basic level, most investment returns come from one of two places: lendi...
06/22/2026

Not all returns are created the same.

At the most basic level, most investment returns come from one of two places: lending your money or owning something with growth potential.

That simple difference can matter a lot in retirement.

In this week’s Retirement Income Show episode, Michael Eastham breaks down how lending and owning can each play a different role in a retirement income plan — and why understanding where returns come from may help you make more informed decisions about income, risk, and long-term confidence.

Listen now: https://radio.fellowshipfinancial.com/

Educational purposes only. Not individualized financial advice.

Today, we pause with gratitude for the progress made, humility for the history remembered, and hope for the work still a...
06/19/2026

Today, we pause with gratitude for the progress made, humility for the history remembered, and hope for the work still ahead.

06/17/2026

Everything costs more, and that can make retirement spending feel stressful.

Even people with solid savings may start wondering:

“Do we need to cut back now, or should we ride it out?”

In this week’s Money Talk, Michael Eastham answers that viewer question and explains why the first step is not always to cut everything at once.

A few things to think through:

Rising costs may create temporary pressure, but they can also reveal a lasting change in spending needs.

Instead of making broad cuts across the board, it may help to look for a few meaningful adjustments.

Most importantly, your income plan should still fit the reality you are living in now.

Watch this week’s Money Talk to learn what retirees and pre-retirees may want to review when everyday costs keep climbing.

Have a question you would like Michael to answer in a future episode? Drop it below.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.
This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Our most-viewed Money Talk in the last 30 days answered a question many retirees and pre-retirees think through:CDs vs. ...
06/10/2026

Our most-viewed Money Talk in the last 30 days answered a question many retirees and pre-retirees think through:

CDs vs. Annuities — which one may better fit your retirement plan?

Both can have a place, but they are not the same tool.

A CD may offer predictability for a set period of time. An annuity may be designed for different goals depending on the type, terms, costs, guarantees, and income features.

The bigger question is not always, “Which one is better?”

It is:

What do you need this money to do for you in retirement?

If you missed this episode, it is a helpful one to revisit.

Watch it here:
https://youtu.be/aF2Ec_-aLbQ

Have a question you would like Michael to answer in a future Money Talk? Drop it below.

06/02/2026

A lot of people hold onto a stock longer than they planned because they are worried about the tax bill.

In this week’s Money Talk with Michael Eastham, he answers a viewer question:
“I want to sell some stock, but I’m worried about taxes. What should I think through?”

Taxes matter, but they are only one part of the conversation. It can also help to look at the after-tax result, your income and timing for the year, and whether the stock still fits your bigger plan and risk level.

Watch this week’s episode below to learn more.

Have a question you’d like Michael to answer in a future Money Talk? Drop it in the comments.

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

With gratitude,
Fellowship Financial Group

Address

630 N Wymore Road, Suite 304
Maitland, FL
32751

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 2pm

Alerts

Be the first to know and let us send you an email when Fellowship Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fellowship Financial Group:

Share