Empeople Investment & Retirement Services

10/20/2026

📌 In recognition of Estate Planning Awareness Week, consider taking a moment to review your beneficiary designations.

Major life events such as marriage, divorce, the birth of a child, or the loss of a loved one can all be reasons to review your accounts and ensure they reflect your current wishes.

Learn more or connect with our team: https://www.empeopleinvestments.com/contact

10/19/2026

🤍 Legacy planning isn't just about passing down wealth. It's also about passing down values, intentions, and financial knowledge.

Having thoughtful conversations with children and loved ones about inheritance and estate planning may help reduce uncertainty and prepare future generations for the responsibilities that come with managing wealth.

Read more about starting the conversation.

Generational wealth, where parents or grandparents pass wealth to loved ones after they die, involves financial planning. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the mail. It is about understanding how to steward the hard-earne...

10/15/2026

📅 Medicare Open Enrollment begins today.

If you're enrolled in Medicare, you can review your current coverage and explore available options through December 7. Taking time to understand your choices may help ensure your healthcare coverage continues to meet your needs.

10/14/2026

Estate planning is about more than having documents in place. It's also about helping protect your family's future and ensuring your wishes are carried forward.

✅ Take this self-assessment to see how advanced your estate plan may be.

Learn more about our generational wealth planning services: https://www.empeopleinvestments.com/generational-wealth-planning

10/12/2026

As tax laws evolve, it may be worth reviewing how your wealth transfer strategy aligns with your goals.

From trusts and gifting strategies to charitable planning, there are several ways to help protect your legacy and support the next generation.

Explore key considerations in our latest article.

The concepts of tax planning and wealth transfer are vital for everyone, but even more so for those with significant assets. Keeping one’s money where it needs to be - in investment strategies, the business, or with beneficiaries - doesn't happen by accident. It requires strategic planning, dilige...

10/07/2026

Meet Lucus Scott 👋

Lucus celebrated 10 years with Empeople Investment & Retirement Services in 2026 and brings more than 15 years of industry experience to his role. He enjoys helping individuals prepare for retirement, plan for the future, and work toward their long-term financial goals through personalized guidance.

Learn more about Lucus: https://www.empeopleinvestments.com/team/lucus-m-scott

10/05/2026

💡 Inheriting assets can come with important financial decisions.

From probate and taxes to inherited investments and real estate, understanding the process can help beneficiaries feel more confident about their next steps.

Learn more in our latest article.

As a beneficiary, understanding what inheriting truly means and how to navigate the process is crucial. This guide provides beneficiaries with the necessary information to help them make informed decisions when dealing with inheritance matters.

10/02/2026

Open Enrollment is closer than you think.

As Medicare Open Enrollment approaches, now may be a good time to review your current coverage, consider your healthcare needs, and become familiar with your available options for the coming year.

Swipe through for a few helpful reminders.

Explore our protection planning services: https://www.empeopleinvestments.com/protection-planning

10/01/2026

October is Women's Small Business Month, a time to recognize the entrepreneurs who help drive innovation, create jobs, and strengthen local communities.

This month's financial fact highlights the significant impact women-owned businesses continue to make across the country. Whether you're building a business, planning for retirement, or thinking about your legacy, a strong financial strategy can help support your long-term goals.

Learn more about our services: https://www.empeopleinvestments.com/

09/24/2026

✅ How organized are your finances?

From retirement accounts and insurance policies to tax documents and beneficiary information, our year-end planning checklist can help you take inventory of the details that are easy to overlook.

If you'd like help reviewing your financial picture, we're here to help: https://www.empeopleinvestments.com/contact