One Overvue

10/23/2026

Missed our Coffee and Conversations event this month? ☕

Join ONE OVERVUE® for our next Coffee & Conversations event on November 23, 2026, from 10:00 AM to 11:30 AM at our Indialantic office! Bring a friend and enjoy coffee, conversation, and a relaxed opportunity to learn about Financial and Personal Security.

📞 Call us at 321-724-5550 or visit oneovervue.com/events to RSVP.

10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/21/2026

What steps are you taking today to protect yourself, your family, and your financial future?

This morning we welcomed clients for another Coffee & Conversations ☕ 🗣 event focused on Financial & Personal Security. Together, we discussed recognizing common scam tactics, protecting online accounts, and building simple habits that help keep personal and financial information secure. 🔒

At ONE OVERVUE®, we are committed to educating our clients through ongoing conversations that provide practical tools to navigate today's ever-changing financial landscape.

Thank you to everyone who joined us! If you missed the event this morning, we have another Coffee & Conversations on November 23 at our Indialantic office. Please visit our website to view our upcoming events 📆

10/19/2026

Here are a few shopping strategies that couldhelp stretch your food budget.

10/16/2026

Are you on track to hit your Retirement Sweet Spot?
The Retirement Sweet Spot is where time, money, and energy finally align—and planning for it today makes all the difference.

10/14/2026

Did you hear?

Social Security beneficiaries are getting a 3.6% cost-of-living increase (COLA) starting with January 2027 payments! 🎉

For the average retiree, that means about $75 more per month, with benefits rising from approximately $2,095 to $2,170. It's the largest Social Security increase since 2023!

Additionally, the Social Security taxable wage cap will increase from $184,500 to $192,300.

Whether you're already receiving benefits or planning for retirement, it's important to stay informed about changes that can impact your financial future.

10/13/2026

This any many other similar scams will be discussed at our two upcoming coffee and conversations events.

While ghost tapping sounds like something outof a scary movie, it's a scam that can have real consequences.

10/09/2026

Retirement is changing!

There’s plenty of discussion about how artificial intelligence could change our jobs. What gets less attention is how it might change life once we’ve finished work.

10/09/2026

What are your Columbus Day plans?

As we take a moment to observe the holiday, please note that ONE OVERVUE® will be closed on Columbus Day. We look forward to serving you when we resume normal business hours on Tuesday, October 13.

Wishing everyone a safe and enjoyable holiday weekend! 🍂