6115 Park South Drive, Suite 200, Charlotte, NC 28210

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Retirement

Women on the Rise
How to consider inflation into your retirement strategy

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Four Steps to Valuing an Estate

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Teen Drinking and Your Liability
Making Sense Of A Home Warranty
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Financial wellness for everyone: Term life insurance
Financial wellness for everyone: Whole life insurance
Financial wellness for everyone: Income protection
Couples: How to choose between 2 insurance plans
Financial confidence boosters for women in midlife

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Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
5 smart ways to spend your tax refund

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Finding calm during volatile markets
Financial empowerment tips for women
Unexpected costs to plan for when you're adopting

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
How Boomers and Millennials Differ

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Mobile: 864-593-2520

6115 Park South Drive

Suite 200

Charlotte, NC 28210

michael.acosta@cplanning.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America®(Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC and Consolidated Planning, Inc. are not an affiliates or subsidiaries of PAS or Guardian. CA insurance license # 0M50974. Guardian and PAS do not offer student loans to finance education nor do they offer legal to tax advice.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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