All Posts

Hey there! If you’ve served our country, first of all, thank you. At Solomon Estate and Wealth Planning, we believe those who wore the uniform deserve a retirement strategy that’s as disciplined and robust as they are. But here’s the thing: the world of VA benefits doesn't stay still. Just like a standard operating procedure (SOP) gets updated in the field, the rules for 2026 have shifted. If you haven't done a "comms check" on your retirement plan lately, you might be leavin

You’ve done it! You’ve landed the new gig, or maybe you’re finally taking that "sabbatical" you’ve been dreaming about. You’ve cleared out your desk, handed in your laptop, and said your goodbyes. But as you walk out those doors for the last time, there’s one very important passenger coming with you (spiritually, at least): your 401(k). It’s easy to let that old retirement account sit on the back burner. After all, you’ve got a new boss to impress and a new health insurance p

Hey there! If you’ve been following the news lately, you know that 2026 has brought a ton of changes to the way we look at our retirement accounts. Between new IRS notices and the full rollout of various Secure Act 2.0 provisions, it feels like the goalposts for retirement planning are constantly moving. If you’re changing jobs, retiring, or just looking to consolidate your accounts, you might be asking yourself: Does it really matter how I move my 401(k) money anymore? The s

Happy Birthday! If you’re blowing out 65 candles this year, you’ve officially hit the "Golden Age" of retirement planning. Between picking out a cake and scouting for the best travel deals, you probably have Medicare on your mind. But if you’ve been diligently tucking money away in a Health Savings Account (HSA) for years, there is a whole new set of rules you need to know. An HSA is one of the most powerful financial tools in your belt. It’s the only account that offers a "t

Planning for retirement can feel overwhelming. But with the right approach, you can calculate your retirement income with ease and confidence. This guide will walk you through the essential steps to understand your future finances, so you can enjoy your retirement without worry. Understanding Retirement Income Planning Retirement income planning is about knowing how much money you will need and how to generate that income once you stop working. It involves looking at your sav

When it comes to managing your finances, making smart decisions today can secure your tomorrow. Financial planning is not just about numbers; it’s about creating a roadmap that fits your unique life goals. Whether you want to protect your family’s future, plan for retirement, or manage your estate, having a trusted advisor by your side makes all the difference. That’s where solomon estate and w steps in, offering clear, practical guidance tailored to your needs. Understandin

Happy early birthday! If you’re reading this, you’re likely staring down the big 6-5. It’s a major milestone, but it also comes with one of the most confusing "welcome to the club" gifts ever: a mountain of Medicare mail. Between the postcards, the phone calls, and the TV commercials featuring retired celebrities, you’re probably wondering: “Do I actually need a Medicare Supplement, or should I just go with Medicare Advantage?” At Solomon Estate and Wealth Planning, we talk t

So, you’ve decided to move on from your current job, or maybe you're finally seeing retirement on the horizon. First of all, congratulations! That is a huge milestone. But after the initial excitement of "no more Monday morning meetings" wears off, a big question usually pops up: What on earth do I do with my 401(k)? Leaving your money in an old employer’s plan is rarely the best move. Usually, people look at two main paths: rolling that money into an Individual Retirement Ac

If you’ve been hanging out near a water cooler or scrolling through your news feed lately, you’ve probably heard some whispers about 2026 being a "big year" for Medicare. As the owner of Solomon Estate and Wealth Planning, I get calls every day from folks in Alabama, Florida, and across our licensed states asking, "Angelique, is it true? Are my costs actually going down?" The answer is a bit of a "yes and no" situation, but the "yes" part is exactly why everyone is talking. W

Hey there! If you’ve recently walked out the door of your old workplace for the last time, first of all, congratulations on the new chapter! Whether you’re moving on to a bigger role, starting that side hustle you’ve always dreamed of, or finally hanging up the "work" hat for a well-deserved retirement, there is one big thing you probably left behind: your 401(k). In the past, you might have felt like you could just "set it and forget it." But as of 2026, the rules of the gam

If you’ve tuned into any financial news lately, or even just chatted with that one neighbor who is weirdly obsessed with his portfolio, you’ve probably heard the buzz. It’s 2026, and the conversation around retirement has shifted. It’s no longer just about "how much can I save?" but rather "how much can I actually count on?" Specifically, there is a massive wave of people looking at 401k rollover options and deciding that the traditional path of just moving funds into anothe

So, you’re moving on to bigger and better things, or maybe you’re finally hanging up the hat and heading into that well-deserved retirement. First off, congratulations! Leaving a long-term employer is a huge milestone. But after the cake is eaten and the desk is cleared, most people are left with one big, nagging question: “What on earth do I do with my 401(k)?” It’s a valid question. For many of us, that 401(k) represents years, maybe decades, of hard work, missed happy hour

Hey there! If you’re reading this, chances are you’re standing at a pretty exciting crossroads. Maybe you’re finally hanging up the work hat and retiring, or perhaps you’re moving on to a new adventure at a different company. Either way, you’ve got a 401(k) sitting there, and you’re probably wondering, "What on earth do I do with this pile of savings now?" It’s a big decision because this money represents years of hard work, missed happy hours, and disciplined saving. When yo

So, you’re staring down the big 6-5. Congratulations! It’s a major milestone. But if you’re like most of my clients here at Solomon Estate and Wealth Planning, your mailbox has probably been exploding with glossy brochures, "official-looking" letters, and more Medicare flyers than you know what to do with. It’s overwhelming, right? I call it "Medicare Mail-itis." Everyone is trying to sell you something, and all you want is to make sure you don’t lose your doctor or get hit w

Hey there! If you’re reading this, congratulations are probably in order. Whether you’ve landed a dream job, decided to take a leap into freelancing, or you're finally hanging up the work boots for retirement, leaving a job is a huge milestone. But once the cake is eaten and the desk is cleared, there’s one big question lingering in the air: What the heck do I do with my 401(k)? It’s easy to let that old account sit there gathering dust, but that’s usually not the smartest mo

Hey there! If you are approaching that big 65th birthday in 2026, first of all, congratulations! It’s an exciting milestone. But I also know that as you get closer to retirement, your mailbox starts overflowing with colorful flyers and "urgent" notices about Medicare. It can feel like you’re trying to learn a whole new language overnight. At Solomon Estate and Wealth Planning, we talk to folks every day who are feeling a bit overwhelmed by the "Alphabet Soup" of Medicare. One

Planning for retirement can feel overwhelming, but it doesn’t have to be. With the right approach, you can build a secure financial future that allows you to enjoy your retirement years with peace of mind. I want to share some smart retirement savings strategies that have helped many people take control of their financial destiny. These strategies are practical, straightforward, and designed to fit different life stages and income levels. Understanding Saving Strategies for R

So, you’re moving on to bigger and better things! Whether you’ve landed a dream role at a new company, you’re finally hanging up the "work" hat for retirement, or you’re taking a well-deserved career break, congratulations are in order. But amidst the excitement of packing up your desk and saying your goodbyes, there’s one big thing hanging out in the background: your 401(k). For many of us, that account represents years of hard work, missed happy hours, and disciplined savin

AL, FL, GA, SC, VA, TX, OHIO NPN 20332097 L&H Solomon Estate and Wealth Planning office (334) 459-8264 work https://www.angeliquebenefits.com/ Are you staring at a mountain of glossy Medicare brochures and feeling like you need a PhD just to figure out which doctor you’re allowed to see? Don't leave your healthcare security to a coin toss or a late-night TV commercial. I know how it feels because I see it every day with my clients at Solomon Estate and Wealth Planning. You’ve

CEO AL, FL, GA, SC, VA, TX, OHIO NPN 20332097 L&H work: (334) 459-8264 mobile: (334) 459-8264 office: Montgomery, AL website: https://www.angeliquebenefits.com/ Are you starting to feel like the goalposts for your retirement planning keep moving just as you’re about to kick the ball? Don’t leave your tax strategy for 2026 until the very last minute! I’ve been looking at the updated 401k rollover rules and the new mandates coming down the pipe, and if you’re a high-earner, thi