Validus Financial Associates PLLC

09/22/2026

The shift from pensions changed the story.

09/15/2026

Retirement is becoming more personal.

09/08/2026

See how retirement has changed over 75 years.

08/28/2026

Quick quiz: How prepared is your family for life's unexpected turns?

These are simple questions, but they can reveal important gaps in a financial plan. Swipe through to test your family's protection preparedness, then learn more about navigating today's evolving risk landscape in our latest blog: https://www.vfateam.com/blog/the-new-risk-landscape-medical-costs-and-long-term-care-uncertainty 🛡️

08/27/2026

Every person's story includes lessons learned, valuable advice, and a few things they might do differently. As part of our People of Validus series, Bill shared some wisdom that has stayed with him throughout his life: "The best piece of advice I ever received was 'join the navy.'"

And if he could go back and tell his younger self one thing? "Do it all again, and learn to golf earlier!"

Sometimes the best advice is about embracing opportunities, enjoying the journey, and making time for the things you love. Thank you, Bill, for sharing your story with the Validus family.

08/26/2026

Many people are surprised to learn that Medicare does not cover all healthcare expenses in retirement.

With healthcare costs continuing to rise, planning for potential out-of-pocket expenses is an important part of a comprehensive retirement strategy. Understanding what Medicare covers, what it doesn't, and how those costs may impact your long-term financial goals can help you prepare for the future with greater confidence.

Read more about the growing cost of healthcare in retirement and why proactive planning matters.

Retirement healthcare costs are up 7.5% from last year, the sharpest rise in more than a decade, according to Fidelity.

08/25/2026

🌟 Meet Our Team: Marcus Luckeneder

Marcus has been passionate about business and entrepreneurship since grade school. A Mesa and Fountain Hills native, his early involvement with the Boys & Girls Club shaped his values of trust, service, and hard work.

After earning his degree from ASU’s W.P. Carey School of Business, Marcus began his financial services career in 2011. He holds Series 7, 66, Life & Health licenses, and has earned both the AAMS® and CFP® designations.

As a Private Wealth Advisor, Marcus is dedicated to helping clients build personalized, long-term financial strategies with clarity and confidence.