Happy Work Anniversary to Jim! “I’m grateful to be a partner of a firm with such an amazing culture. It’s rare to find a workplace where collaboration, support, and genuine care for one another are at the core of everything we do.” We’re so grateful for you and all that you do!

🎉 Happy Birthday to CJ! Fun fact: CJ just got married on August 30 — congratulations to the newlyweds! 💍 Wishing you a wonderful birthday and an exciting year ahead filled with new adventures.

Chasing the “perfect” retirement plan can lead to frustration. Flexibility often matters more because life and markets change. Building a plan that adapts helps you stay confident through every stage. Read more: fsawealthpartners.com/why-flexibilit…

Life changes, and so should your insurance coverage. A quick review can help make sure your policy still aligns with your family’s needs, retirement goals, and estate plan. Simple steps today can help protect what matters most tomorrow.

It’s open enrollment season for Medicare, and 2026 brings key updates to know. Reviewing your coverage now can help you save money, reduce risk, and stay on track with your retirement plan. Learn more: fsawealthpartners.com/navigating-ope…

Health Savings Accounts (HSAs) can do more than cover medical expenses. They offer triple tax advantages, and with the right strategy, they can even supplement your retirement healthcare plan. 📅 Let's discuss how HSAs fit into your plan: go.fsawealthpartners.com/schedule-with-…

🎉 Happy Birthday to Kim! Fun fact: She’s expecting her first (non-furry) baby next month — a baby boy! 💙 We’re so excited for you and wish you all the best as you prepare for this new adventure!

Weddings bring the future into focus. Aaron Weston of FSA Wealth Partners explains how estate planning can align your wealth with your long-term vision using strategies like dynasty trusts and lifetime gifting. Watch the video: youtu.be/l8W-TU1E7po

Business owners: there’s still time to lower your 2025 tax bill. From RSU timing to Roth conversions and charitable bunching, these strategies can help you keep more of what you’ve earned. fsawealthpartners.com/business-owner…

Mary Ann Drucker shares what has been happening in investment markets and what FSA is doing to maximize client returns. #StockMarket #Investing fsawealthpartners.com/a-not-so-scary…

🕒 Off the Clock with Aaron Weston, CFP When Aaron isn't working, he enjoys staying active. He's been golfing since he was 2 years old and plays with his wife, Jess, whom he met on the golf course!

Giving back feels good and can be good planning. From donor-advised funds to charitable distributions, your generosity can also support your financial goals. 📅 Schedule a chat: go.fsawealthpartners.com/schedule-with-…

🎉 Happy FSA Anniversary to Malcolm! “The culture here is positive, with a good balance of professionalism and humor. It’s an environment where high standards are maintained, yet there’s still room for lighthearted moments that keep the day enjoyable.” We couldn’t agree more!

Today, we’re grateful for the clients, colleagues, and community who make what we do so meaningful. From our FSA family to yours, we wish you a wonderful holiday filled with gratitude, laughter, and good company. Happy Thanksgiving! 🦃

🎉 Happy FSA Anniversary to Mike! “One of the things I value most about FSA is being able to work like an entrepreneur while being part of a collaborative team.” We’re thankful for your leadership, dedication, and innovative spirit!

Year-end is a great time to revisit beneficiary designations on your retirement accounts, life insurance, and other assets. Keeping them current can help simplify future transitions and reflect your most up-to-date wishes. go.fsawealthpartners.com/schedule-with-…

Today is Giving Tuesday — a reminder that generosity can be part of a well-rounded financial plan. 💙 Whether through charitable donations, donor-advised funds, or volunteer support, giving back can create lasting impact for both your community and your legacy.

Despite global challenges, U.S. markets showed resilience in 2025. Our latest update breaks down the trends behind the headlines and what they could mean for the year ahead. Read more: fsawealthpartners.com/stocks-shrug-o…

Long-term care can be one of the largest expenses in retirement. Planning ahead through savings, insurance, or hybrid strategies can help protect your assets and reduce stress down the road. Let’s discuss your options: go.fsawealthpartners.com/schedule-with-…