Star City Private Wealth

08/28/2026

The best investment is often the one you make in yourself. 📚

Star City Private Wealth's President, Lori Brown, and Senior Vice President, Jim Carroll, recently attended the University of Pennsylvania's Wharton School Wealth Planning Fiduciary Program to deepen and advance their expertise. While the program required a significant investment of both time and resources, it further strengthened their knowledge in wealth, retirement, tax, and estate planning strategies. Their commitment to continued education reflects Star City Private Wealth's dedication to providing clients with informed guidance and comprehensive planning solutions.

08/27/2026

By now, the school year has started to find its rhythm. It can be a good time to pause and check in on your own goals. Equitable's Value of an Advisor study shows that 81% of people who work with a financial professional feel confident about meeting their retirement goals, compared to 66% of those who do not. Like the small moments that create a lasting impact in the classroom, small steps toward your financial future can add up over time. If you'd like to talk through your goals, feel free to reach out. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_02_educators

08/26/2026

Cheers to V3 of 🌴✨

We had an incredible time celebrating this years Palm Beach Social Club inspired launch party alongside so many incredible local businesses. We are honored that Star City Private Wealth is featured in this issue for the 3rd year in a row. Our team is grateful to be apart of a community that continues to support local entrepreneurs, professionals, and businesses.

Here's to another year of connection, growth, and collaboration. 🥂

08/24/2026

Meet the Team Monday! ✨

Robyn Weaver is a dedicated Producer Assistant at Star City Private Wealth, where she supports high-level production operations with a strong focus on organization, coordination, and efficiency. In her role, she collaborates closely with leadership to streamline workflows and ensure projects are executed seamlessly and on schedule.

Robyn is recognized for her keen attention to detail, proactive communication style, and ability to manage multiple priorities in fast-paced environments. She brings a collaborative and solutions-oriented mindset to her work, contributing to both the creative and operational aspects of production while consistently maintaining a high standard of quality and professionalism.

Outside of her professional role, Robyn enjoys spending quality time with family and friends. She has a passion for the outdoors and can often be found camping, relaxing by the pool, boating on the lake, or waterskiing.

Make sure to say Hi to Robyn the next time you are at the office! 👋💼

08/19/2026

Empowered and Inspired at CONNECTHER hosted by The Chamber!⭐Connecting with incredible women, sharing stories, and igniting change together. Here's to collaboration, growth, and lifting each other up! 💪✨

08/11/2026

As a new school year begins, it's a great opportunity to think about what you're building beyond the classroom. Equitable's Value of an Advisor study shows that educators who work with a financial professional have a median 403(b) account balance that is $29,000 higher than those who do not. Having a plan and taking consistent steps over time can make a meaningful difference in supporting your long-term goals. If you'd like to discuss your retirement plan, feel free to reach out. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_01_educators

08/08/2026

⛈️ Severe Weather Prep 🏠

Severe weather season brings wind, rain, and hail. A little prep now goes a long way.

Not sure where to start? Here are a few things worth doing before the next storm rolls through:

🔹 Roof and Gutters: Look for loose shingles and clear out clogs. Small problems get expensive fast once the rain hits.

🔹 Go-Bag: Water, food, flashlight, phone charger, and important documents. Keep it ready so you're not scrambling.

🔹 Know Your Routes: Check your local evacuation routes on a calm day. You'll be glad you did.

🔹 Review Your Coverage: Made home improvements lately? Worth a quick conversation to make sure everything is accounted for.

A little attention now beats a lot of stress later. Reach out anytime if you have questions. 🌟

08/07/2026

🎉A huge thank you to everyone who made our back to school drive at Star City Private Wealth and Blue Ridge Financial Partners with a resounding success! Together, we equipped countless kids with the tools they need for a bright academic year ahead. Financial literacy and learning starts with being prepared to learn. Our teams are committed to making a difference in our community. Your Generosity and support truly helped make that difference! 📚✨

08/05/2026

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience and major life milestones.

The benchmark includes having six weeks of take-home pay in savings, along with enough net worth to support goals such as homeownership and retirement security.

According to the report, about 34.5 million U.S. households fall short of that threshold.

The estimated net worth needed varies by age group:
18-29: $40,000
30-39: $120,000
40-49: $265,000
50-64: $530,000
65+: $775,000 for a couple with no mortgage

These figures are broad estimates and can vary based on income, location, household needs, and housing costs.

The broader takeaway is that income alone does not always show whether a household feels financially secure. Savings, assets, debt, housing, and long-term goals all help shape the bigger picture.


Source:

Three in four American households lack the wealth to weather financial setbacks and achieve major life milestones.

08/03/2026

🌟Exciting News! 🎉 Star City Private Wealth is thrilled to announce that we are the presenting sponsor for Junior Achievement of Southwest Virginia's Stock Market Challenge! and I had the pleasure of joining garnett on the news last week to spread awareness of the event.

Join us for this inspiring event to spread awareness for financial literacy in our next generation. Don't miss out! No market knowledge is needed so mark your calendars for a night of fun with Junior achievement at The Exchange in downtown Roanoke, Virginia!