Tactical Wealth Management
@TacWealth
Tweet about 💸&🏈. Securities offered through LPL Financial member FINRA/SIPC. http://finra.org, http://sipc.org
This #MothersDay, I’m honoring the moms who are often our first financial role models—teaching saving, resilience & responsibility before we ever open a bank account. Thank you for shaping futures. 💐 #LegacyPlanning #Gratitude
Have you ever had one small moment lead to something huge? That’s how Jerry Quickel’s helmet collection went viral, a simple DM from ESPN led to 10,000 new followers in a week. Sometimes all it takes is one moment. 🎧 Full episode here: apple.co/3IRwhZ2 #FootballCollector
Had a great time talking helmets with @krichardson46 on the @TacWealth podcast! Great Dude!
Great time talking helmets with @JerryQuickel We talked some @cfbcampustour and threw some props to @WyoFBEQ for a great helmet logo. Football season right around the corner. Enjoy your summer and be safe out there. podcasts.apple.com/us/podcast/the…
Great listen! *note to self....I need more @SouthAlabamaFB helmets*
🎉 It’s #NationalLotteryDay (July 17)! A great reminder that lotteries aren’t just about big wins—they fuel schools, healthcare, infrastructure, the arts & scholarships across North America. At Tactical Wealth Management, we believe your portfolio can do the same: grow your…
Great time talking helmets with @JerryQuickel We talked some @cfbcampustour and threw some props to @WyoFBEQ for a great helmet logo. Football season right around the corner. Enjoy your summer and be safe out there. podcasts.apple.com/us/podcast/the…
As we reflect on the freedoms and values that define our nation, may your holiday be filled with gratitude, connection, and inspiration. Enjoy this special time with family and friends—happy 4th of July! 🎆 In observance of Independence Day, Tactical Wealth Management will be…
💡 At age 72, the IRS mandates you begin Required Minimum Distributions (RMDs) from your retirement accounts. With SECURE 2.0 now pushing the starting age to 73 for those turning 72 after Dec 31 2022, if you're already 72—or will turn it this year—your first RMD must be taken…
⏰ The FAFSA deadline is June 30. But don't wait until the last minute. A 529 plan offers tax-free growth and withdrawals for qualified education expenses, making it a powerful tool for funding your child's future. Start early to maximize benefits. #FAFSA #529Plan…
In observance of Juneteenth, Tactical Wealth Management will be closed on Thursday, June 19, 2025. We honor this day of reflection and freedom. #Juneteenth #Juneteenth2025 #TacticalWealthManagement
As a father of two, I know the true legacy isn't just in financial planning—it's in the values we pass down. To all the fathers and father figures out there: your influence shapes the future in ways immeasurable. Here's to the legacy we build every day through our actions, words,…
🌟 June is National Annuity Awareness Month! Annuities are the only financial product that can offer guaranteed lifetime income, providing peace of mind in retirement. This month, let's explore how annuities can help secure your financial future. #AnnuityAwarenessMonth…
🔢 Born in 1960 or later? Your full Social Security retirement age is 67. Claiming benefits before this age can reduce your monthly payments by up to 30%. Delaying until 70 can increase them by up to 24%! Plan wisely to maximize your benefits. #SocialSecurity #RetirementPlanning…
🗓️ Born between 1943–1959? Your full Social Security retirement age is 66. Claiming benefits before this age can reduce your monthly payments. Delaying until age 70 can increase them by up to 32%! Plan wisely to maximize your benefits. #SocialSecurity #RetirementPlanning…
📅 Turning 65? It's time to consider Medicare. Most Americans become eligible for Medicare at this age. Ensure you understand your enrollment options and avoid potential penalties. Consulting with a financial advisor can help you navigate this important decision. #Medicare…
📌 Did you know? You can start receiving Social Security benefits at age 62. However, this comes with a permanent reduction of up to 30% compared to waiting until your full retirement age (FRA). It's crucial to weigh the pros and cons before making this decision. Consulting with…
In wealth management, we often discuss building legacies and securing futures. Yet, the ultimate legacy is one of selfless service and commitment to the greater good. This Memorial Day, let's honor our fallen heroes by living lives of purpose, integrity, and gratitude.
Turning 59½? It’s more than a birthday—it’s when you can withdraw from IRAs & qualified plans without the 10% penalty (if your plan allows). A key time for smart retirement income planning. Know your options. #RetirementPlanning #WealthManagement #IRA
This #TeacherAppreciationWeek, I’m grateful for the educators who shaped my journey. Their lessons go far beyond the classroom—teaching discipline, confidence & smart decisions. Thank you for investing in futures every day. #Gratitude #FinancialWellness #EducationMatters
💼 Thinking of early retirement or a career pivot? The Rule of 55 lets you take penalty-free 401(k) withdrawals if you leave your job at age 55+. ✅ No 10% penalty ⚠️ Applies to your current 401(k), not IRAs A smart move—if you plan ahead. #RuleOf55 #RetirementPlanning 💰