Beyond Wall Street TV

📷How do you picture the legacy you leave behind?

Whether your priority is passing money to loved ones or making a charitable donation to a meaningful cause, creating a written estate plan ensures your wealth is distributed on your own terms.

Learn how we can help you create an estate plan here: https://ow.ly/LThf50X40kZ

Are you making healthy choices?

Medical bills and doctor visits can add up in retirement, but with the right coverage, it doesn’t have to break the bank.

Contact us here to make sure your Medicare coverage adds up and make any changes necessary before the enrollment window closes in December.
https://ow.ly/QPMH50X40jZ

📈 As the new year approaches, it’s a great time to think about your financial priorities. Which area are you focused on most right now? Vote in our quick poll below!

What’s your top financial focus heading into the new year? Poll

📺Watch and learn!

Tune into Beyond Wall Street TV every Sunday morning for timely financial guidance from Kenny Porter.

Check your local broadcast listings and learn more here: https://ow.ly/LhxX50X40il

Charitable giving has long been encouraged through the U.S. tax code, offering incentives to those who support nonprofits and mission-driven causes. But the recently passed One Big Beautiful Bill reduced benefits tied to charitable giving.

If you're considering significant charitable gifts, now is the time to take action. Check out the article below, then contact us to ensure your giving priorities reflect your deeper values, not just financial optimization.

https://ow.ly/fYUE50X40hH

One Big Beautiful Bill, One Big Question: Will We Keep Giving? The rules on charitable giving are changing. For some, tax deductions for donations are now an option. For others, that option may have been curtailed.

Are you making the most of Medicare?

The window to enroll or make changes to your coverage opens in a couple of weeks.

If you’re unsure which plans to choose, or want a second opinion, call Kenny Porter at 757-955-8071.

We’ve got your back!

The nation’s financial and economic setup seems to shift on a day-by-day basis.

Kenneth Porter is in your corner, sharing his insights on the latest developments every Sunday morning on Beyond Wall Street TV.

📺Check your local broadcast listings and learn more here: https://ow.ly/GZSR50WMool

Nobody likes to consider the possibility of a serious health scare that leaves them incapacitated.

However, for you and your family’s peace of mind, it’s crucial to put a proactive plan in place and designate someone to make decisions on your behalf.

Call us at 757-955-8071 to discuss how we can help with your estate planning needs.