Sides Wealth Advisory Group

10/23/2026

🍫🎃 Candy prices may be up, but that isn't stopping Americans from stocking up for trick-or-treaters.

While chocolate lovers may notice a little extra sticker shock at the checkout line, many families are still embracing the tradition and helping create memorable Halloween experiences for the next generation. 👻🍬

𝖂𝖍𝖆𝖙'𝖘 𝖞𝖔𝖚𝖗 𝖒𝖚𝖘𝖙-𝖍𝖆𝖛𝖊 𝕳𝖆𝖑𝖑𝖔𝖜𝖊𝖊𝖓 𝖈𝖆𝖓𝖉𝖞? 🍭Reply in the comments

Chocolate prices are up 15.5% this season. But that hasn't stopped people from filling their trick-or-treat bowls.

10/22/2026

💙 Supporting aging parents is an act of love. Protecting your own future is equally important.

If you're balancing caregiving responsibilities with long-term financial goals, this guide can help you navigate both.

Read more in our latest blog post: https://www.sideswealth.com/blog/the-caregivers-guide-to-supporting-aging-parents-without-sacrificing-your

10/20/2026

What happens when AI doesn't just provide answers, but takes action?

This week's commentary examines how personal AI agents could reshape industries that depend on consumers sticking with the status quo.

Read the latest insights: https://www.sideswealth.com/weekly-market-commentary-kf26a

10/19/2026

🔐💻 𝐂𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲: 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐃𝐞𝐟𝐞𝐧𝐬𝐞 𝐖𝐞𝐛𝐢𝐧𝐚𝐫
🔗 Register today: https://forms.cloud.microsoft/r/rrTnXX8EGe

Cyber threats are constantly evolving. Are you taking the right steps to protect your personal and financial information? 💡

📅 October 28, 2026
🕛 12:00 PM ET

Join Sides Wealth Advisory Group and a special guest speaker from Fidelity Investments for an educational webinar focused on practical ways to strengthen your digital security and help safeguard your financial life. 🛡️

👨‍👩‍👧‍👦 Friends and family are welcome to attend!

10/15/2026

💰🎥 Roth IRA or Traditional IRA? One Decision Could Have a Major Impact on Your Future Tax Bill.

Choosing between a Roth and Traditional IRA isn't just about retirement savings—it's about when you'll pay taxes and how that decision could affect your long-term wealth. 📈

The right strategy may change throughout your career, which is why understanding your options is so important. 💡

🎬 Want a simple breakdown? Watch our Financial Health with Sides Wealth video: 🔗 https://youtu.be/RDILU-SXB90?si=OPVgy8558VD4A0zp

Have questions about which may be right for you? The team at Sides Wealth Advisory Group is here to help. 📞

Roth vs. Traditional is a tax‑timing decision: pay tax now or later.

10/14/2026

💼📊 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬: 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐒𝐭𝐚𝐫𝐭𝐬 𝐍𝐨𝐰

As we move closer to year-end, now is a great time to review opportunities that could help strengthen your business and personal financial picture.

At Sides Wealth Advisory Group, we help business owners align their business goals with their personal financial goals through comprehensive planning and retirement plan solutions.

Learn more about how we support business owners: 🌐 https://www.sideswealth.com/business-services

You've worked hard all year in your business to earn a good living, now is the time to do these 9 proactive tax planning to slash your tax bill now.

10/13/2026

📈 Credit markets are still open, and businesses are continuing to borrow despite economic uncertainty. What could that signal about the broader economy and investor sentiment?

Read the Weekly Market Commentary: https://www.sideswealth.com/weekly-market-commentary-kf26a

10/09/2026

💡 𝗪𝗲 𝗼𝗳𝘁𝗲𝗻 𝘁𝗮𝗹𝗸 𝗮𝗯𝗼𝘂𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘂𝗰𝗰𝗲𝘀𝘀, 𝗯𝘂𝘁 𝘄𝗵𝗮𝘁 𝗮𝗯𝗼𝘂𝘁 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝘀𝘂𝗰𝗰𝗲𝘀𝘀?

True isn't just measured in dollars. It's also reflected in your time, relationships, purpose, and ability to enjoy the life you're working so hard to build.

This Friday read highlights five books that offer a different definition of success, one that goes beyond the hustle. 📚 Enjoy the weekend! 🍂

Success is more than endless intensity. Here are five books that redefine success as a sustainable, holistic activity grounded not in winning life but in living it.

10/07/2026

💼📋 𝙊𝙥𝙚𝙣 𝙀𝙣𝙧𝙤𝙡𝙡𝙢𝙚𝙣𝙩 𝙎𝙚𝙖𝙨𝙤𝙣 𝙄𝙨 𝙃𝙚𝙧𝙚
can play an important role in supporting your team's financial well-being and helping your attract and retain talented employees. 🌟

Now is also a great time for employers to evaluate whether their benefits package is meeting the needs of their workforce. 📈

At Sides Wealth, we help businesses design and manage that support both employers and employees.

🔗 https://www.sideswealth.com/401k-retirement-plans-for-employers

Open enrollment is your chance to make every benefit count.

10/06/2026

📈 The national debt gets a lot of headlines, but what does it actually mean for investors?
The latest Weekly Market Commentary connects the dots between rising debt levels, Treasury markets, and why Wall Street is paying attention.
Read more: https://www.sideswealth.com/weekly-market-commentary-kf26a