MasterPlan Retirement Consultants, Inc.

09/01/2026

September is Life Insurance Awareness Month. Follow along as we delve into Life Insurance Myths vs. Facts!

Myth #1 — “Life insurance is too expensive.”

Cost is one of the biggest reasons people put off getting coverage. But what many people expect to pay and what coverage may actually cost can be very different.

For many healthy adults, term life insurance may be more affordable than they realize—sometimes comparable to everyday monthly expenses. Your age, health, coverage needs, and underwriting all affect your rate.

The reality: protecting the people you love could be more within reach than you think. A personalized quote takes just minutes and can help you make an informed decision for your family.

08/18/2026

☕🍩 Coffee, donuts, and stress-free travel inspiration!

Join us Thursday, September 3, at 10 a.m. at our Marietta office for Morning Brew with Sierra Busch of Creative Edge Travel.

Learn how to plan a stress-free Italian getaway that balances iconic sights, hidden gems, and time to relax. Enjoy great conversation, fresh donuts, and a special raffle!

Bring a friend and RSVP Here: https://go.levitate.ai/?s=5bc3AXojX3&source=event

05/08/2026

The Federal Reserve (Fed) concluded its April 2026 meeting by deciding to hold interest rates steady at 3.50%-3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

04/08/2026

The first quarter began with momentum and ended with uncertainty and turbulence. Growth held up, inflation stayed near target, and yet by March it was clear that the market's tolerance for risk had shifted decisively. Swipe through for an in-depth review of the first quarter of 2026.

Know that we’re staying attuned to what’s moving markets and are always here for you if you have questions. As always, reach out to our team with any questions or needs. We are here as a resource for you.

04/03/2026

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones — and maybe a chocolate egg or two!

As always, if you have any questions or needs this spring, don’t hesitate to reach out. We’re all “ears!”

03/22/2026

Join us for coffee and donuts on Thursday, March 26th at 10am at our office in Marietta for our first "Morning Brew" of 2026.

We are excited to welcome Jennifer Hill of Caring Transitions as our guest presenter. She will be leading us through how to navigate the emotional side of letting go and helpful strategies to make the process feel more manageable—whether you’re planning a move soon or simply hoping to simplify.

Come with your questions or just come for a good time of fellowship. And don't forget to invite your friends!

RSVP: at the link below
https://go.levitate.ai/?s=0dd1PlpGks&source=event

or scan the QR code.

Hope to see you there!

03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Your MasterPlan Family

02/24/2026

Retirement is full of big decisions, from income planning to managing expenses. With thoughtful strategy and clear timing, you can move forward with confidence and prepare for what comes next.

Prep today could mean fewer regrets tomorrow.

02/17/2026

Caring for a loved one is an act of devotion, but it often comes with hidden financial costs. From out of pocket expenses to long term planning, preparation can help ease the burden and keep your own goals on track.

These money moments can hit hard. Stay prepared.

02/10/2026

Divorce, inheritance, a big move, a new chapter. You may not get to choose when these moments happen, but you can choose how you respond. With some foresight and a little planning, you can face them with confidence and clarity.

Plan for the moments that could reshape your finances.